JFGIW
Johnson Financial Group Inc (Wisconsin)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Sell |
1,527
-2,848
| -65% | -$353K | 0.01% | 310 |
|
|
2025
Q1 | $432K | Buy |
4,375
+2,433
| +125% | +$240K | 0.02% | 240 |
|
|
2024
Q4 | $220K | Sell |
1,942
-843
| -30% | -$95.3K | 0.01% | 287 |
|
|
2024
Q3 | $268K | Buy |
2,785
+840
| +43% | +$80.8K | 0.01% | 311 |
|
|
2024
Q2 | $193K | Sell |
1,945
-472
| -20% | -$46.9K | 0.01% | 319 |
|
|
2024
Q1 | $296K | Sell |
2,417
-5,523
| -70% | -$676K | 0.02% | 257 |
|
|
2023
Q4 | $718K | Buy |
7,940
+2,255
| +40% | +$204K | 0.04% | 147 |
|
|
2023
Q3 | $461K | Sell |
5,685
-1,318
| -19% | -$107K | 0.03% | 175 |
|
|
2023
Q2 | $625K | Buy |
7,003
+2,581
| +58% | +$230K | 0.04% | 162 |
|
|
2023
Q1 | $443K | Buy |
4,422
+448
| +11% | +$44.9K | 0.03% | 197 |
|
|
2022
Q4 | $345K | Sell |
3,974
-1,592
| -29% | -$138K | 0.03% | 199 |
|
|
2022
Q3 | $571K | Sell |
5,566
-2,964
| -35% | -$304K | 0.05% | 147 |
|
|
2022
Q2 | $804K | Sell |
8,530
-799
| -9% | -$75.3K | 0.06% | 140 |
|
|
2022
Q1 | $1.28M | Sell |
9,329
-490
| -5% | -$67.2K | 0.09% | 111 |
|
|
2021
Q4 | $1.52M | Sell |
9,819
-2,119
| -18% | -$328K | 0.1% | 102 |
|
|
2021
Q3 | $2.02M | Sell |
11,938
-357
| -3% | -$60.4K | 0.14% | 75 |
|
|
2021
Q2 | $2.16M | Sell |
12,295
-424
| -3% | -$74.5K | 0.14% | 74 |
|
|
2021
Q1 | $2.35M | Sell |
12,719
-234
| -2% | -$43.2K | 0.16% | 67 |
|
|
2020
Q4 | $2.35M | Buy |
12,953
+4,126
| +47% | +$748K | 0.2% | 60 |
|
|
2020
Q3 | $1.1M | Sell |
8,827
-2,087
| -19% | -$259K | 0.11% | 87 |
|
|
2020
Q2 | $1.22M | Sell |
10,914
-3,746
| -26% | -$418K | 0.13% | 75 |
|
|
2020
Q1 | $1.42M | Buy |
14,660
+373
| +3% | +$36K | 0.17% | 70 |
|
|
2019
Q4 | $2.07M | Sell |
14,287
-3,090
| -18% | -$447K | 0.19% | 64 |
|
|
2019
Q3 | $2.27M | Buy |
17,377
+8,817
| +103% | +$1.15M | 0.21% | 75 |
|
|
2019
Q2 | $1.2M | Sell |
8,560
-22
| -0.3% | -$3.07K | 0.11% | 116 |
|
|
2019
Q1 | $953K | Buy |
8,582
+759
| +10% | +$84.3K | 0.08% | 128 |
|
|
2018
Q4 | $857K | Sell |
7,823
-226
| -3% | -$24.8K | 0.09% | 129 |
|
|
2018
Q3 | $941K | Buy |
8,049
+930
| +13% | +$109K | 0.1% | 134 |
|
|
2018
Q2 | $747K | Buy |
7,119
+574
| +9% | +$60.2K | 0.08% | 136 |
|
|
2018
Q1 | $657K | Sell |
6,545
-187
| -3% | -$18.8K | 0.08% | 144 |
|
|
2017
Q4 | $723K | Sell |
6,732
-546
| -8% | -$58.6K | 0.09% | 144 |
|
|
2017
Q3 | $717K | Buy |
7,278
+762
| +12% | +$75.1K | 0.09% | 137 |
|
|
2017
Q2 | $692K | Sell |
6,516
-7,771
| -54% | -$825K | 0.1% | 145 |
|
|
2017
Q1 | $1.62M | Buy |
14,287
+6,131
| +75% | +$695K | 0.2% | 115 |
|
|
2016
Q4 | $850K | Sell |
8,156
-136
| -2% | -$14.2K | 0.12% | 162 |
|
|
2016
Q3 | $770K | Sell |
8,292
-178
| -2% | -$16.5K | 0.1% | 165 |
|
|
2016
Q2 | $828K | Sell |
8,470
-2,588
| -23% | -$253K | 0.11% | 151 |
|
|
2016
Q1 | $1.1M | Sell |
11,058
-1,329
| -11% | -$132K | 0.22% | 100 |
|
|
2015
Q4 | $1.3M | Buy |
12,387
+298
| +2% | +$31.3K | 0.27% | 85 |
|
|
2015
Q3 | $1.24M | Sell |
12,089
-369
| -3% | -$37.8K | 0.27% | 87 |
|
|
2015
Q2 | $1.42M | Sell |
12,458
-502
| -4% | -$57.3K | 0.29% | 84 |
|
|
2015
Q1 | $1.36M | Buy |
12,960
+1,148
| +10% | +$120K | 0.29% | 82 |
|
|
2014
Q4 | $1.11M | Buy |
11,812
+1,734
| +17% | +$163K | 0.26% | 91 |
|
|
2014
Q3 | $899K | Sell |
10,078
-58
| -0.6% | -$5.17K | 0.23% | 103 |
|
|
2014
Q2 | $869K | Sell |
10,136
-1,268
| -11% | -$109K | 0.23% | 103 |
|
|
2014
Q1 | $914K | Sell |
11,404
-352
| -3% | -$28.2K | 0.27% | 95 |
|
|
2013
Q4 | $898K | Sell |
11,756
-879
| -7% | -$67.1K | 0.26% | 96 |
|
|
2013
Q3 | $815K | Sell |
12,635
-552,910
| -98% | -$35.7M | 0.25% | 89 |
|
|
2013
Q2 | $35.7M | Buy |
+565,545
| New | +$35.7M | 9.94% | 2 |
|