JFGIW
Johnson Financial Group Inc (Wisconsin)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8M | Buy |
208,758
+8,224
| +4% | +$1.69M | 1.93% | 8 |
|
|
2025
Q1 | $44.5M | Sell |
200,534
-3,924
| -2% | -$872K | 2.18% | 7 |
|
|
2024
Q4 | $48.3M | Sell |
204,458
-227
| -0.1% | -$53.6K | 2.28% | 7 |
|
|
2024
Q3 | $47.7M | Sell |
204,685
-3,056
| -1% | -$712K | 2.18% | 8 |
|
|
2024
Q2 | $43.8M | Buy |
207,741
+84,982
| +69% | +$17.9M | 2.12% | 10 |
|
|
2024
Q1 | $21.1M | Sell |
122,759
-10,792
| -8% | -$1.85M | 1.13% | 17 |
|
|
2023
Q4 | $25.7M | Sell |
133,551
-724
| -0.5% | -$139K | 1.41% | 17 |
|
|
2023
Q3 | $23M | Sell |
134,275
-1,798
| -1% | -$308K | 1.6% | 10 |
|
|
2023
Q2 | $26.4M | Sell |
136,073
-27,392
| -17% | -$5.31M | 1.83% | 9 |
|
|
2023
Q1 | $27M | Buy |
163,465
+20,435
| +14% | +$3.37M | 1.92% | 10 |
|
|
2022
Q4 | $18.6M | Sell |
143,030
-2,021
| -1% | -$263K | 1.47% | 14 |
|
|
2022
Q3 | $21.5M | Sell |
145,051
-24,083
| -14% | -$3.58M | 1.99% | 9 |
|
|
2022
Q2 | $23.1M | Sell |
169,134
-5,051
| -3% | -$691K | 1.66% | 12 |
|
|
2022
Q1 | $30.4M | Sell |
174,185
-3,005
| -2% | -$525K | 2.15% | 8 |
|
|
2021
Q4 | $31.5M | Sell |
177,190
-4,010
| -2% | -$712K | 2% | 8 |
|
|
2021
Q3 | $25.6M | Sell |
181,200
-12,279
| -6% | -$1.74M | 1.74% | 7 |
|
|
2021
Q2 | $26.5M | Buy |
193,479
+3,362
| +2% | +$460K | 1.73% | 7 |
|
|
2021
Q1 | $23.2M | Buy |
190,117
+3,660
| +2% | +$447K | 1.56% | 9 |
|
|
2020
Q4 | $24.7M | Buy |
186,457
+2,734
| +1% | +$363K | 2.12% | 7 |
|
|
2020
Q3 | $21.3M | Buy |
183,723
+138,213
| +304% | +$16M | 2.17% | 8 |
|
|
2020
Q2 | $16.6M | Buy |
45,510
+2,017
| +5% | +$736K | 1.78% | 9 |
|
|
2020
Q1 | $11.1M | Buy |
43,493
+71
| +0.2% | +$18.1K | 1.32% | 13 |
|
|
2019
Q4 | $12.8M | Sell |
43,422
-50,754
| -54% | -$14.9M | 1.15% | 16 |
|
|
2019
Q3 | $21.1M | Sell |
94,176
-765
| -0.8% | -$171K | 1.93% | 11 |
|
|
2019
Q2 | $18.8M | Buy |
94,941
+8,626
| +10% | +$1.71M | 1.67% | 13 |
|
|
2019
Q1 | $16.4M | Sell |
86,315
-694
| -0.8% | -$132K | 1.45% | 13 |
|
|
2018
Q4 | $13.7M | Sell |
87,009
-3,389
| -4% | -$535K | 1.41% | 15 |
|
|
2018
Q3 | $20.4M | Sell |
90,398
-991
| -1% | -$224K | 2.08% | 10 |
|
|
2018
Q2 | $16.9M | Buy |
91,389
+8,036
| +10% | +$1.49M | 1.86% | 10 |
|
|
2018
Q1 | $14M | Buy |
83,353
+69
| +0.1% | +$11.6K | 1.67% | 11 |
|
|
2017
Q4 | $14.1M | Sell |
83,284
-5,154
| -6% | -$872K | 1.73% | 11 |
|
|
2017
Q3 | $13.6M | Sell |
88,438
-3,018
| -3% | -$465K | 1.79% | 11 |
|
|
2017
Q2 | $13.2M | Sell |
91,456
-29,317
| -24% | -$4.22M | 1.89% | 10 |
|
|
2017
Q1 | $17.4M | Sell |
120,773
-6,230
| -5% | -$895K | 2.18% | 8 |
|
|
2016
Q4 | $14.7M | Buy |
127,003
+7,513
| +6% | +$870K | 2.03% | 7 |
|
|
2016
Q3 | $13.5M | Buy |
119,490
+3,418
| +3% | +$386K | 1.8% | 8 |
|
|
2016
Q2 | $11.1M | Buy |
116,072
+27,692
| +31% | +$2.65M | 1.54% | 9 |
|
|
2016
Q1 | $9.63M | Buy |
88,380
+13,285
| +18% | +$1.45M | 1.93% | 7 |
|
|
2015
Q4 | $7.9M | Buy |
75,095
+1,075
| +1% | +$113K | 1.64% | 10 |
|
|
2015
Q3 | $8.17M | Buy |
74,020
+2,526
| +4% | +$279K | 1.79% | 6 |
|
|
2015
Q2 | $8.97M | Buy |
71,494
+2,836
| +4% | +$356K | 1.86% | 5 |
|
|
2015
Q1 | $8.54M | Buy |
68,658
+788
| +1% | +$98.1K | 1.83% | 4 |
|
|
2014
Q4 | $7.49M | Buy |
67,870
+3,682
| +6% | +$406K | 1.74% | 4 |
|
|
2014
Q3 | $6.47M | Sell |
64,188
-514
| -0.8% | -$51.8K | 1.69% | 5 |
|
|
2014
Q2 | $6.01M | Buy |
64,702
+55,597
| +611% | +$5.17M | 1.59% | 4 |
|
|
2014
Q1 | $4.89M | Sell |
9,105
-629
| -6% | -$338K | 1.43% | 9 |
|
|
2013
Q4 | $5.46M | Buy |
9,734
+18
| +0.2% | +$10.1K | 1.58% | 3 |
|
|
2013
Q3 | $4.63M | Sell |
9,716
-3,450
| -26% | -$1.64M | 1.41% | 7 |
|
|
2013
Q2 | $5.22M | Buy |
+13,166
| New | +$5.22M | 1.45% | 5 |
|