BerganKDV Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$28.4K	Hold	170	–	–	﹤0.01%	450
2023 Q1	$25.6K	Hold	170	–	–	﹤0.01%	488
2022 Q4	$29.8K	Hold	170	–	–	﹤0.01%	447
2022 Q3	$31K	Sell	170 -9	-5%	-$1.76K	﹤0.01%	426
2022 Q2	$32K	Hold	179	–	–	﹤0.01%	437
2022 Q1	$35K	Sell	179 -12	-6%	-$2.1K	﹤0.01%	437
2021 Q4	$32K	Sell	191 -3	-2%	-$486	﹤0.01%	482
2021 Q3	$32K	Hold	194	–	–	﹤0.01%	458
2021 Q2	$32K	Hold	194	–	–	﹤0.01%	451
2021 Q1	$29K	Hold	194	–	–	﹤0.01%	436
2020 Q4	$31K	Buy	194 +9	+5%	+$1.43K	﹤0.01%	409
2020 Q3	$30K	Buy	185 +2	+1%	+$347	﹤0.01%	387
2020 Q2	$34K	Buy	183 +146	+395%	+$25.4K	0.01%	392
2020 Q1	$6K	Hold	37	–	–	﹤0.01%	558
2019 Q4	$5K	Buy	37 +9	+32%	+$1.31K	﹤0.01%	620
2019 Q3	$4K	Hold	28	–	–	﹤0.01%	587
2019 Q2	$4K	Hold	28	–	–	﹤0.01%	611
2019 Q1	$4K	Hold	28	–	–	﹤0.01%	613
2018 Q4	$4K	Hold	28	–	–	﹤0.01%	565
2018 Q3	$5K	Hold	28	–	–	﹤0.01%	542
2018 Q2	$4K	Buy	+28	New	+$3.47K	﹤0.01%	573