Johnson Financial Group Inc (Wisconsin)’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8K | Sell |
514
-300
| -37% | -$18.5K | ﹤0.01% | 497 |
|
|
2025
Q1 | $42.6K | Sell |
814
-289
| -26% | -$15.1K | ﹤0.01% | 642 |
|
|
2024
Q4 | $67.7K | Buy |
1,103
+318
| +41% | +$19.5K | ﹤0.01% | 437 |
|
|
2024
Q3 | $41.7K | Buy |
+785
| New | +$41.7K | ﹤0.01% | 536 |
|
|
2023
Q4 | – | Sell |
-2,596
| Closed | -$81.6K | – | 932 |
|
|
2023
Q3 | $81.6K | Hold |
2,596
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $87.4K | Buy |
+2,596
| New | +$87.4K | 0.01% | 340 |
|
|
2021
Q2 | – | Sell |
-187
| Closed | -$7K | – | 768 |
|
|
2021
Q1 | $7K | Buy |
+187
| New | +$7K | ﹤0.01% | 562 |
|
|
2019
Q4 | – | Sell |
-84
| Closed | -$2K | – | 522 |
|
|
2019
Q3 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 518 |
|
|
2017
Q4 | – | Sell |
-140
| Closed | -$3K | – | 595 |
|
|
2017
Q3 | $3K | Hold |
140
| – | – | ﹤0.01% | 517 |
|
|
2017
Q2 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 523 |
|
|
2016
Q4 | – | Sell |
-757
| Closed | -$14K | – | 668 |
|
|
2016
Q3 | $14K | Hold |
757
| – | – | ﹤0.01% | 549 |
|
|
2016
Q2 | $13K | Sell |
757
-581
| -43% | -$9.98K | ﹤0.01% | 644 |
|
|
2016
Q1 | $25K | Buy |
1,338
+569
| +74% | +$10.6K | 0.01% | 467 |
|
|
2015
Q4 | $13K | Hold |
769
| – | – | ﹤0.01% | 602 |
|
|
2015
Q3 | $13K | Hold |
769
| – | – | ﹤0.01% | 622 |
|
|
2015
Q2 | $14K | Hold |
769
| – | – | ﹤0.01% | 643 |
|
|
2015
Q1 | $14K | Hold |
769
| – | – | ﹤0.01% | 653 |
|
|
2014
Q4 | $14K | Hold |
769
| – | – | ﹤0.01% | 618 |
|
|
2014
Q3 | $12K | Buy |
+769
| New | +$12K | ﹤0.01% | 597 |
|