Johnson Financial Group Inc (Wisconsin)’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
498
-359
| -42% | -$145K | 0.01% | 304 |
|
|
2025
Q1 | $360K | Buy |
857
+342
| +66% | +$144K | 0.02% | 262 |
|
|
2024
Q4 | $280K | Buy |
515
+54
| +12% | +$29.3K | 0.01% | 263 |
|
|
2024
Q3 | $234K | Buy |
461
+21
| +5% | +$10.6K | 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% | -$39.2K | 0.01% | 292 |
|
|
2023
Q3 | $181K | Sell |
527
-183
| -26% | -$62.9K | 0.01% | 254 |
|
|
2023
Q2 | $249K | Buy |
+710
| New | +$249K | 0.02% | 245 |
|
|
2023
Q1 | – | Sell |
-73
| Closed | -$24.5K | – | 667 |
|
|
2022
Q4 | $24.5K | Buy |
+73
| New | +$24.5K | ﹤0.01% | 413 |
|