JFGIW
Johnson Financial Group Inc (Wisconsin)’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
3,216
+1,440
| +81% | +$203K | 0.02% | 224 |
|
|
2025
Q1 | $207K | Sell |
1,776
-142
| -7% | -$16.6K | 0.01% | 346 |
|
|
2024
Q4 | $267K | Buy |
1,918
+569
| +42% | +$79.3K | 0.01% | 267 |
|
|
2024
Q3 | $141K | Buy |
1,349
+592
| +78% | +$61.7K | 0.01% | 401 |
|
|
2024
Q2 | $73.6K | Buy |
757
+137
| +22% | +$13.3K | ﹤0.01% | 412 |
|
|
2024
Q1 | $58.4K | Sell |
620
-1,832
| -75% | -$173K | ﹤0.01% | 412 |
|
|
2023
Q4 | $229K | Buy |
2,452
+1,320
| +117% | +$123K | 0.01% | 283 |
|
|
2023
Q3 | $92.5K | Sell |
1,132
-1,037
| -48% | -$84.7K | 0.01% | 315 |
|
|
2023
Q2 | $185K | Sell |
2,169
-235
| -10% | -$20.1K | 0.01% | 275 |
|
|
2023
Q1 | $211K | Buy |
2,404
+69
| +3% | +$6.06K | 0.02% | 265 |
|
|
2022
Q4 | $199K | Sell |
2,335
-325
| -12% | -$27.6K | 0.02% | 248 |
|
|
2022
Q3 | $217K | Sell |
2,660
-6,640
| -71% | -$542K | 0.02% | 230 |
|
|
2022
Q2 | $707K | Sell |
9,300
-32
| -0.3% | -$2.43K | 0.05% | 152 |
|
|
2022
Q1 | $815K | Buy |
9,332
+618
| +7% | +$54K | 0.06% | 151 |
|
|
2021
Q4 | $855K | Buy |
8,714
+102
| +1% | +$10K | 0.05% | 148 |
|
|
2021
Q3 | $838K | Sell |
8,612
-452
| -5% | -$44K | 0.06% | 141 |
|
|
2021
Q2 | $831K | Sell |
9,064
-160
| -2% | -$14.7K | 0.05% | 147 |
|
|
2021
Q1 | $716K | Sell |
9,224
-1,605
| -15% | -$125K | 0.05% | 150 |
|
|
2020
Q4 | $742K | Buy |
10,829
+9,684
| +846% | +$664K | 0.06% | 129 |
|
|
2020
Q3 | $56K | Hold |
1,145
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $56K | Sell |
1,145
-5,503
| -83% | -$269K | 0.01% | 269 |
|
|
2020
Q1 | $226K | Buy |
6,648
+8
| +0.1% | +$272 | 0.03% | 184 |
|
|
2019
Q4 | $339K | Buy |
6,640
+3,874
| +140% | +$198K | 0.03% | 168 |
|
|
2019
Q3 | $118K | Buy |
2,766
+712
| +35% | +$30.4K | 0.01% | 263 |
|
|
2019
Q2 | $90K | Hold |
2,054
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $86K | Sell |
2,054
-310
| -13% | -$13K | 0.01% | 277 |
|
|
2018
Q4 | $94K | Sell |
2,364
-180
| -7% | -$7.16K | 0.01% | 263 |
|
|
2018
Q3 | $118K | Hold |
2,544
| – | – | 0.01% | 249 |
|
|
2018
Q2 | $120K | Hold |
2,544
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $137K | Buy |
2,544
+19
| +0.8% | +$1.02K | 0.02% | 244 |
|
|
2017
Q4 | $132K | Buy |
2,525
+200
| +9% | +$10.5K | 0.02% | 261 |
|
|
2017
Q3 | $112K | Buy |
2,325
+733
| +46% | +$35.3K | 0.01% | 268 |
|
|
2017
Q2 | $71K | Sell |
1,592
-405
| -20% | -$18.1K | 0.01% | 324 |
|
|
2017
Q1 | $85K | Sell |
1,997
-170
| -8% | -$7.24K | 0.01% | 344 |
|
|
2016
Q4 | $91K | Sell |
2,167
-45,270
| -95% | -$1.9M | 0.01% | 347 |
|
|
2016
Q3 | $1.52M | Buy |
47,437
+298
| +0.6% | +$9.56K | 0.2% | 105 |
|
|
2016
Q2 | $1.23M | Buy |
47,139
+10,265
| +28% | +$267K | 0.17% | 120 |
|
|
2016
Q1 | $922K | Buy |
36,874
+8,619
| +31% | +$216K | 0.18% | 118 |
|
|
2015
Q4 | $899K | Sell |
28,255
-9,046
| -24% | -$288K | 0.19% | 113 |
|
|
2015
Q3 | $1.18M | Buy |
37,301
+2,507
| +7% | +$79K | 0.26% | 90 |
|
|
2015
Q2 | $1.35M | Buy |
34,794
+64
| +0.2% | +$2.48K | 0.28% | 88 |
|
|
2015
Q1 | $1.24M | Buy |
34,730
+33,549
| +2,841% | +$1.2M | 0.27% | 88 |
|
|
2014
Q4 | $46K | Hold |
1,181
| – | – | 0.01% | 505 |
|
|
2014
Q3 | $40K | Buy |
1,181
+561
| +90% | +$19K | 0.01% | 474 |
|
|
2014
Q2 | $20K | Hold |
620
| – | – | 0.01% | 546 |
|
|
2014
Q1 | $19K | Sell |
620
-4,465
| -88% | -$137K | 0.01% | 530 |
|
|
2013
Q4 | $159K | Hold |
5,085
| – | – | 0.05% | 228 |
|
|
2013
Q3 | $137K | Buy |
5,085
+1,888
| +59% | +$50.9K | 0.04% | 250 |
|
|
2013
Q2 | $78K | Buy |
+3,197
| New | +$78K | 0.02% | 358 |
|