Johnson Financial Group Inc (Wisconsin)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95K | Buy |
+20
| New | +$8.95K | ﹤0.01% | 618 |
|
|
2025
Q1 | – | Sell |
-27
| Closed | -$12.8K | – | 885 |
|
|
2024
Q4 | $12.8K | Hold |
27
| – | – | ﹤0.01% | 630 |
|
|
2024
Q3 | $12.4K | Hold |
27
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $11K | Sell |
27
-2
| -7% | -$817 | ﹤0.01% | 573 |
|
|
2024
Q1 | $13.2K | Hold |
29
| – | – | ﹤0.01% | 533 |
|
|
2023
Q4 | $13.8K | Buy |
29
+2
| +7% | +$954 | ﹤0.01% | 611 |
|
|
2023
Q3 | $11.8K | Hold |
27
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $10.8K | Hold |
27
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $11.2K | Hold |
27
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $10.8K | Hold |
27
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $11K | Hold |
27
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $10K | Hold |
27
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $12K | Sell |
27
-8
| -23% | -$3.56K | ﹤0.01% | 571 |
|
|
2021
Q4 | $17K | Sell |
35
-8
| -19% | -$3.89K | ﹤0.01% | 580 |
|
|
2021
Q3 | $17K | Hold |
43
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $14K | Buy |
43
+16
| +59% | +$5.21K | ﹤0.01% | 542 |
|
|
2021
Q1 | $8K | Buy |
+27
| New | +$8K | ﹤0.01% | 557 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | -$2K | – | 455 |
|
|
2020
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 443 |
|