Johnson Financial Group Inc (Wisconsin)’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.29K	Hold	14	–	–	﹤0.01%	773
2025 Q4	$3.14K	Sell	14 -5	-26%	-$1.14K	﹤0.01%	758
2025 Q3	$4.54K	Buy	+19	New	+$4.73K	﹤0.01%	856
2025 Q2	–	Sell	-532	Closed	-$129K	–	734
2025 Q1	$129K	Buy	+532	New	+$125K	0.01%	429
2024 Q1	–	Hold	0	–	-$37	–	803
2023 Q4	–	Sell	-46	Closed	-$8.49K	–	913
2023 Q3	$8.24K	Buy	+46	New	+$8.15K	﹤0.01%	543
2023 Q2	–	Hold	0	–	-$116	–	652
2023 Q1	–	Sell	-160	Closed	-$22.9K	–	607
2022 Q4	$21.6K	Buy	160 +113	+240%	+$16.1K	﹤0.01%	431
2022 Q3	$7K	Buy	47 +37	+370%	+$6K	﹤0.01%	512
2022 Q2	$1K	Buy	+10	New	+$1.45K	﹤0.01%	620
2013 Q3	–	Sell	-175	Closed	-$5K	–	676
2013 Q2	$5K	Buy	+175	New	+$4.5K	﹤0.01%	614