JFGIW
Johnson Financial Group Inc (Wisconsin)’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
21,428
+829
| +4% | +$612K | 0.71% | 22 |
|
|
2025
Q1 | $11.9M | Buy |
20,599
+593
| +3% | +$342K | 0.58% | 28 |
|
|
2024
Q4 | $13.8M | Sell |
20,006
-200
| -1% | -$138K | 0.65% | 21 |
|
|
2024
Q3 | $11.6M | Buy |
20,206
+1,368
| +7% | +$783K | 0.53% | 30 |
|
|
2024
Q2 | $9.5M | Buy |
18,838
+9,132
| +94% | +$4.6M | 0.46% | 33 |
|
|
2024
Q1 | $4.71M | Sell |
9,706
-951
| -9% | -$462K | 0.25% | 44 |
|
|
2023
Q4 | $3.77M | Buy |
10,657
+1,181
| +12% | +$418K | 0.21% | 47 |
|
|
2023
Q3 | $2.84M | Sell |
9,476
-1,054
| -10% | -$316K | 0.2% | 56 |
|
|
2023
Q2 | $3.02M | Sell |
10,530
-341
| -3% | -$97.9K | 0.21% | 57 |
|
|
2023
Q1 | $2.3M | Buy |
10,871
+3,162
| +41% | +$670K | 0.16% | 63 |
|
|
2022
Q4 | $928K | Sell |
7,709
-3,484
| -31% | -$419K | 0.07% | 115 |
|
|
2022
Q3 | $1.09M | Buy |
11,193
+260
| +2% | +$25.3K | 0.1% | 99 |
|
|
2022
Q2 | $1.76M | Sell |
10,933
-737
| -6% | -$119K | 0.13% | 71 |
|
|
2022
Q1 | $2.6M | Sell |
11,670
-48
| -0.4% | -$10.7K | 0.18% | 52 |
|
|
2021
Q4 | $3.94M | Buy |
11,718
+1,788
| +18% | +$601K | 0.25% | 41 |
|
|
2021
Q3 | $3.37M | Buy |
9,930
+142
| +1% | +$48.2K | 0.23% | 48 |
|
|
2021
Q2 | $3.4M | Buy |
9,788
+94
| +1% | +$32.7K | 0.22% | 51 |
|
|
2021
Q1 | $2.86M | Buy |
9,694
+1,883
| +24% | +$555K | 0.19% | 56 |
|
|
2020
Q4 | $2.13M | Sell |
7,811
-931
| -11% | -$254K | 0.18% | 64 |
|
|
2020
Q3 | $2.29M | Buy |
8,742
+804
| +10% | +$211K | 0.23% | 57 |
|
|
2020
Q2 | $1.8M | Sell |
7,938
-1,776
| -18% | -$403K | 0.19% | 59 |
|
|
2020
Q1 | $1.62M | Sell |
9,714
-489
| -5% | -$81.6K | 0.19% | 63 |
|
|
2019
Q4 | $2.1M | Sell |
10,203
-9,704
| -49% | -$1.99M | 0.19% | 62 |
|
|
2019
Q3 | $3.55M | Buy |
19,907
+55
| +0.3% | +$9.79K | 0.33% | 54 |
|
|
2019
Q2 | $3.83M | Buy |
19,852
+840
| +4% | +$162K | 0.34% | 49 |
|
|
2019
Q1 | $3.17M | Sell |
19,012
-551
| -3% | -$91.8K | 0.28% | 53 |
|
|
2018
Q4 | $2.57M | Sell |
19,563
-2,792
| -12% | -$366K | 0.26% | 60 |
|
|
2018
Q3 | $3.68M | Buy |
22,355
+1,281
| +6% | +$211K | 0.38% | 44 |
|
|
2018
Q2 | $4.1M | Sell |
21,074
-200
| -0.9% | -$38.9K | 0.45% | 40 |
|
|
2018
Q1 | $3.4M | Buy |
21,274
+1,450
| +7% | +$232K | 0.41% | 47 |
|
|
2017
Q4 | $3.5M | Buy |
19,824
+2,284
| +13% | +$403K | 0.43% | 45 |
|
|
2017
Q3 | $3M | Sell |
17,540
-523
| -3% | -$89.4K | 0.39% | 49 |
|
|
2017
Q2 | $2.73M | Buy |
18,063
+420
| +2% | +$63.4K | 0.39% | 54 |
|
|
2017
Q1 | $2.51M | Buy |
17,643
+723
| +4% | +$103K | 0.32% | 71 |
|
|
2016
Q4 | $1.95M | Buy |
16,920
+3,147
| +23% | +$362K | 0.27% | 88 |
|
|
2016
Q3 | $1.77M | Buy |
13,773
+2,792
| +25% | +$358K | 0.24% | 88 |
|
|
2016
Q2 | $1.26M | Buy |
10,981
+4,755
| +76% | +$543K | 0.17% | 118 |
|
|
2016
Q1 | $710K | Buy |
6,226
+2,745
| +79% | +$313K | 0.14% | 143 |
|
|
2015
Q4 | $364K | Buy |
3,481
+464
| +15% | +$48.5K | 0.08% | 190 |
|
|
2015
Q3 | $271K | Buy |
3,017
+1,655
| +122% | +$149K | 0.06% | 216 |
|
|
2015
Q2 | $116K | Sell |
1,362
-1,963
| -59% | -$167K | 0.02% | 331 |
|
|
2015
Q1 | $273K | Sell |
3,325
-7,727
| -70% | -$634K | 0.06% | 232 |
|
|
2014
Q4 | $862K | Hold |
11,052
| – | – | 0.2% | 114 |
|
|
2014
Q3 | $874K | Buy |
11,052
+300
| +3% | +$23.7K | 0.23% | 106 |
|
|
2014
Q2 | $724K | Buy |
10,752
+2,000
| +23% | +$135K | 0.19% | 118 |
|
|
2014
Q1 | $527K | Buy |
8,752
+8,045
| +1,138% | +$484K | 0.15% | 125 |
|
|
2013
Q4 | $39K | Hold |
707
| – | – | 0.01% | 418 |
|
|
2013
Q3 | $36K | Buy |
707
+585
| +480% | +$29.8K | 0.01% | 436 |
|
|
2013
Q2 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 659 |
|