YORKBRIDGE WEALTH PARTNERS, LLC – Gartner, Inc. Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$2.48M
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
+14.42%
quarter
Gartner, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.51% | 134 shares | 345K | $276.69 | 8.99K |
| Q2 2022 | share | Decrease | -19.92% | -2.20K shares | -1.14M | $241.83 | 8.85K |
| Q1 2022 | share | Decrease | -9.29% | -1.13K shares | -786K | $297.46 | 11.05K |
| Q4 2021 | share | Increase | +2.97% | 352 shares | 478K | $332.8 | 12.19K |
| Q3 2021 | share | Increase | +4.67% | 528 shares | 858K | $303.88 | 11.83K |
| Q2 2021 | share | Decrease | -20.84% | -2.97K shares | 132K | $242.2 | 11.31K |
| Q1 2021 | share | Increase | +2.95% | 409 shares | 385K | $182.55 | 14.28K |
| Q4 2020 | share | Increase | +4.79% | 635 shares | 568K | $160.19 | 13.88K |
| Q3 2020 | share | Increase | +16.07% | 1.83K shares | 271K | $124.95 | 13.24K |
| Q2 2020 | share | Increase | +25.04% | 2.28K shares | 475K | $121.33 | 11.41K |
| Q1 2020 | share | Decrease | -6.33% | -617 shares | -592K | $99.57 | 9.12K |
| Q4 2019 | share | Increase | +1.31% | 126 shares | 126K | $154.1 | 9.74K |
| Q3 2019 | share | Increase | +6.48% | 585 shares | -79K | $142.99 | 9.61K |
| Q2 2019 | share | Increase | +0.33% | 30 shares | 89K | $160.94 | 9.03K |
| Q1 2019 | share | Increase | +1.51% | 134 shares | 231K | $151.68 | 9.00K |
| Q4 2018 | share | Decrease | -14.80% | -1.54K shares | -513K | $127.84 | 8.86K |
| Q3 2018 | share | Increase | +2.28% | 232 shares | 294K | $158.5 | 10.40K |
| Q2 2018 | share | Increase | +17.79% | 1.53K shares | 345K | $132.9 | 10.17K |
| Q1 2018 | share | Increase | +29.07% | 1.94K shares | 149K | $117.62 | 8.64K |
| Q4 2017 | share | Increase | +0.54% | 36 shares | 31K | $123.15 | 6.69K |
| Q3 2017 | share | Decrease | -3.31% | -228 shares | -27K | $124.41 | 6.65K |
| Q2 2017 | share | Increase | +3.96% | 262 shares | 98K | $123.51 | 6.88K |
| Q1 2017 | share | Decrease | -6.72% | -477 shares | 21K | $107.99 | 6.62K |
| Q4 2016 | share | Increase | 0.00% | 7.10K shares | 736K | $101.07 | 7.10K |