JFGIW
Johnson Financial Group Inc (Wisconsin)’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
37,310
+3,742
| +11% | +$1.03M | 0.46% | 33 |
|
|
2025
Q1 | $5.62M | Sell |
33,568
-1,762
| -5% | -$295K | 0.28% | 48 |
|
|
2024
Q4 | $7.82M | Sell |
35,330
-1,183
| -3% | -$262K | 0.37% | 39 |
|
|
2024
Q3 | $6.3M | Buy |
36,513
+32,595
| +832% | +$5.62M | 0.29% | 49 |
|
|
2024
Q2 | $6.29M | Buy |
3,918
+961
| +32% | +$1.54M | 0.3% | 46 |
|
|
2024
Q1 | $3.93M | Sell |
2,957
-618
| -17% | -$821K | 0.21% | 51 |
|
|
2023
Q4 | $3.99M | Sell |
3,575
-167
| -4% | -$186K | 0.22% | 45 |
|
|
2023
Q3 | $3.11M | Sell |
3,742
-237
| -6% | -$197K | 0.22% | 48 |
|
|
2023
Q2 | $3.45M | Buy |
3,979
+39
| +1% | +$33.8K | 0.24% | 48 |
|
|
2023
Q1 | $2.53M | Buy |
3,940
+36
| +0.9% | +$23.1K | 0.18% | 60 |
|
|
2022
Q4 | $2.18M | Sell |
3,904
-16
| -0.4% | -$8.95K | 0.17% | 57 |
|
|
2022
Q3 | $1.84M | Buy |
3,920
+174
| +5% | +$81.7K | 0.17% | 64 |
|
|
2022
Q2 | $1.82M | Buy |
3,746
+270
| +8% | +$131K | 0.13% | 69 |
|
|
2022
Q1 | $2.19M | Buy |
3,476
+29
| +0.8% | +$18.3K | 0.15% | 65 |
|
|
2021
Q4 | $2.29M | Sell |
3,447
-202
| -6% | -$134K | 0.15% | 69 |
|
|
2021
Q3 | $1.77M | Sell |
3,649
-190
| -5% | -$92.2K | 0.12% | 85 |
|
|
2021
Q2 | $1.83M | Buy |
3,839
+154
| +4% | +$73.5K | 0.12% | 84 |
|
|
2021
Q1 | $1.71M | Buy |
3,685
+3,525
| +2,203% | +$1.63M | 0.11% | 86 |
|
|
2020
Q4 | $70K | Sell |
160
-72
| -31% | -$31.5K | 0.01% | 287 |
|
|
2020
Q3 | $84K | Buy |
232
+2
| +0.9% | +$724 | 0.01% | 240 |
|
|
2020
Q2 | $73K | Buy |
230
+3
| +1% | +$952 | 0.01% | 239 |
|
|
2020
Q1 | $54K | Buy |
227
+3
| +1% | +$714 | 0.01% | 279 |
|
|
2019
Q4 | $71K | Buy |
224
+4
| +2% | +$1.27K | 0.01% | 285 |
|
|
2019
Q3 | $61K | Buy |
220
+2
| +0.9% | +$555 | 0.01% | 322 |
|
|
2019
Q2 | $63K | Hold |
218
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $66K | Buy |
218
+2
| +0.9% | +$606 | 0.01% | 299 |
|
|
2018
Q4 | $55K | Buy |
216
+2
| +0.9% | +$509 | 0.01% | 313 |
|
|
2018
Q3 | $53K | Buy |
214
+2
| +0.9% | +$495 | 0.01% | 316 |
|
|
2018
Q2 | $51K | Buy |
+212
| New | +$51K | 0.01% | 329 |
|
|
2018
Q1 | – | Sell |
-225
| Closed | -$58K | – | 567 |
|
|
2017
Q4 | $58K | Buy |
225
+18
| +9% | +$4.64K | 0.01% | 348 |
|
|
2017
Q3 | $50K | Buy |
207
+1
| +0.5% | +$242 | 0.01% | 343 |
|
|
2017
Q2 | $48K | Hold |
206
| – | – | 0.01% | 361 |
|
|
2017
Q1 | $45K | Buy |
+206
| New | +$45K | 0.01% | 407 |
|
|
2016
Q4 | – | Sell |
-203
| Closed | -$35K | – | 666 |
|
|
2016
Q3 | $35K | Hold |
203
| – | – | ﹤0.01% | 433 |
|
|
2016
Q2 | $32K | Buy |
+203
| New | +$32K | ﹤0.01% | 494 |
|