Johnson Financial Group Inc (Wisconsin)’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-412	Closed	-$124K	–	829
2025 Q1	$124K	Buy	412 +197	+92%	+$59.1K	0.01%	434
2024 Q4	$70.7K	Buy	+215	New	+$70.7K	﹤0.01%	427