Johnson Financial Group Inc (Wisconsin)’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.07K	Sell	32 -74	-70%	-$13.6K	﹤0.01%	691
2025 Q4	$26.7K	Sell	106 -43	-29%	-$10.3K	﹤0.01%	562
2025 Q3	$39.2K	Sell	149 -349	-70%	-$102K	﹤0.01%	641
2025 Q2	$201K	Sell	498 -359	-42%	-$150K	0.01%	304
2025 Q1	$360K	Buy	857 +342	+66%	+$169K	0.02%	262
2024 Q4	$280K	Buy	515 +54	+12%	+$27.8K	0.01%	263
2024 Q3	$234K	Buy	461 +21	+5%	+$10.1K	0.01%	331
2024 Q2	$198K	Hold	440	–	–	0.01%	315
2024 Q1	$210K	Hold	440	–	–	0.01%	292
2023 Q4	$198K	Sell	440 -87	-17%	-$34.8K	0.01%	292
2023 Q3	$181K	Sell	527 -183	-26%	-$63.8K	0.01%	254
2023 Q2	$249K	Buy	+710	New	+$231K	0.02%	245
2023 Q1	–	Sell	-73	Closed	-$24.5K	–	667
2022 Q4	$24.5K	Buy	+73	New	+$23.6K	﹤0.01%	413