KEUDELL/MORRISON WEALTH MANAGEMENT – Gartner, Inc. Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$313,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | Decrease | -6.13% | -74 shares | 21K | $276.69 | 1.13K |
| Q2 2022 | share | Decrease | -12.35% | -170 shares | -118K | $241.83 | 1.20K |
| Q1 2022 | share | Decrease | -7.52% | -112 shares | -88K | $297.46 | 1.37K |
| Q4 2021 | share | 0.00% | 0 shares | 46K | $332.8 | 1.48K | |
| Q3 2021 | share | Decrease | -2.68% | -41 shares | 81K | $303.88 | 1.48K |
| Q2 2021 | share | Decrease | -23.69% | -475 shares | 5K | $242.2 | 1.53K |
| Q1 2021 | share | Decrease | -4.48% | -94 shares | 30K | $182.55 | 2.00K |
| Q4 2020 | share | Decrease | -0.52% | -11 shares | 72K | $160.19 | 2.09K |
| Q3 2020 | share | Decrease | -7.37% | -168 shares | -12K | $124.95 | 2.11K |
| Q2 2020 | share | 0.00% | 0 shares | 49K | $121.33 | 2.27K | |
| Q1 2020 | share | Increase | +0.31% | 7 shares | -123K | $99.57 | 2.27K |
| Q4 2019 | share | Decrease | -7.27% | -178 shares | 0 | $154.1 | 2.27K |
| Q3 2019 | share | Decrease | -2.08% | -52 shares | 27K | $142.99 | 2.44K |
| Q2 2019 | share | Decrease | -1.54% | -39 shares | -62K | $160.94 | 2.50K |
| Q1 2019 | share | Increase | 0.00% | 2.54K shares | 385K | $151.68 | 2.54K |