JFGIW
Johnson Financial Group Inc (Wisconsin)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
4,256
-1,246
| -23% | -$340K | 0.05% | 152 |
|
|
2025
Q1 | $1.48M | Buy |
5,502
+1,012
| +23% | +$272K | 0.07% | 128 |
|
|
2024
Q4 | $1.53M | Sell |
4,490
-545
| -11% | -$186K | 0.07% | 127 |
|
|
2024
Q3 | $1.38M | Sell |
5,035
-167
| -3% | -$45.8K | 0.06% | 138 |
|
|
2024
Q2 | $1.34M | Buy |
5,202
+2,670
| +105% | +$686K | 0.06% | 127 |
|
|
2024
Q1 | $763K | Sell |
2,532
-208
| -8% | -$62.7K | 0.04% | 149 |
|
|
2023
Q4 | $721K | Buy |
2,740
+592
| +28% | +$156K | 0.04% | 146 |
|
|
2023
Q3 | $436K | Sell |
2,148
-114
| -5% | -$23.1K | 0.03% | 180 |
|
|
2023
Q2 | $478K | Buy |
2,262
+601
| +36% | +$127K | 0.03% | 187 |
|
|
2023
Q1 | $332K | Buy |
1,661
+1,181
| +246% | +$236K | 0.02% | 222 |
|
|
2022
Q4 | $63.6K | Buy |
480
+87
| +22% | +$11.5K | 0.01% | 326 |
|
|
2022
Q3 | $63K | Buy |
393
+34
| +9% | +$5.45K | 0.01% | 334 |
|
|
2022
Q2 | $59K | Buy |
359
+13
| +4% | +$2.14K | ﹤0.01% | 374 |
|
|
2022
Q1 | $73K | Sell |
346
-80
| -19% | -$16.9K | 0.01% | 386 |
|
|
2021
Q4 | $108K | Hold |
426
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $116K | Sell |
426
-70
| -14% | -$19.1K | 0.01% | 313 |
|
|
2021
Q2 | $121K | Sell |
496
-51
| -9% | -$12.4K | 0.01% | 320 |
|
|
2021
Q1 | $116K | Sell |
547
-449
| -45% | -$95.2K | 0.01% | 317 |
|
|
2020
Q4 | $221K | Buy |
996
+500
| +101% | +$111K | 0.02% | 207 |
|
|
2020
Q3 | $125K | Sell |
496
-135
| -21% | -$34K | 0.01% | 212 |
|
|
2020
Q2 | $118K | Buy |
631
+134
| +27% | +$25.1K | 0.01% | 206 |
|
|
2020
Q1 | $72K | Sell |
497
-19
| -4% | -$2.75K | 0.01% | 258 |
|
|
2019
Q4 | $84K | Sell |
516
-2,920
| -85% | -$475K | 0.01% | 269 |
|
|
2019
Q3 | $510K | Sell |
3,436
-202
| -6% | -$30K | 0.05% | 167 |
|
|
2019
Q2 | $552K | Hold |
3,638
| – | – | 0.05% | 163 |
|
|
2019
Q1 | $576K | Sell |
3,638
-116
| -3% | -$18.4K | 0.05% | 162 |
|
|
2018
Q4 | $514K | Sell |
3,754
-23
| -0.6% | -$3.15K | 0.05% | 163 |
|
|
2018
Q3 | $601K | Hold |
3,777
| – | – | 0.06% | 163 |
|
|
2018
Q2 | $515K | Buy |
3,777
+32
| +0.9% | +$4.36K | 0.06% | 164 |
|
|
2018
Q1 | $436K | Hold |
3,745
| – | – | 0.05% | 171 |
|
|
2017
Q4 | $383K | Sell |
3,745
-124
| -3% | -$12.7K | 0.05% | 196 |
|
|
2017
Q3 | $361K | Hold |
3,869
| – | – | 0.05% | 184 |
|
|
2017
Q2 | $335K | Sell |
3,869
-624
| -14% | -$54K | 0.05% | 195 |
|
|
2017
Q1 | $371K | Sell |
4,493
-791
| -15% | -$65.3K | 0.05% | 221 |
|
|
2016
Q4 | $362K | Buy |
5,284
+105
| +2% | +$7.19K | 0.05% | 221 |
|
|
2016
Q3 | $369K | Sell |
5,179
-1,585
| -23% | -$113K | 0.05% | 220 |
|
|
2016
Q2 | $537K | Buy |
6,764
+2,460
| +57% | +$195K | 0.07% | 191 |
|
|
2016
Q1 | $318K | Sell |
4,304
-280
| -6% | -$20.7K | 0.06% | 211 |
|
|
2015
Q4 | $359K | Sell |
4,584
-324
| -7% | -$25.4K | 0.07% | 192 |
|
|
2015
Q3 | $341K | Hold |
4,908
| – | – | 0.07% | 196 |
|
|
2015
Q2 | $342K | Sell |
4,908
-280
| -5% | -$19.5K | 0.07% | 211 |
|
|
2015
Q1 | $347K | Buy |
5,188
+330
| +7% | +$22.1K | 0.07% | 202 |
|
|
2014
Q4 | $288K | Sell |
4,858
-75
| -2% | -$4.45K | 0.07% | 203 |
|
|
2014
Q3 | $284K | Buy |
4,933
+44
| +0.9% | +$2.53K | 0.07% | 188 |
|
|
2014
Q2 | $284K | Sell |
4,889
-3,500
| -42% | -$203K | 0.07% | 191 |
|
|
2014
Q1 | $479K | Sell |
8,389
-3,681
| -30% | -$210K | 0.14% | 138 |
|
|
2013
Q4 | $666K | Sell |
12,070
-1,248
| -9% | -$68.9K | 0.19% | 115 |
|
|
2013
Q3 | $691K | Buy |
13,318
+1,385
| +12% | +$71.9K | 0.21% | 102 |
|
|
2013
Q2 | $456K | Buy |
+11,933
| New | +$456K | 0.13% | 141 |
|