Johnson Financial Group Inc (Wisconsin)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $141K | Buy |
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|
2024
Q2 | $73.6K | Buy |
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|
2024
Q1 | $58.4K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $92.5K | Sell |
|
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|
2023
Q2 | $185K | Sell |
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|
2023
Q1 | $211K | Buy |
|
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $855K | Buy |
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|
2021
Q3 | $838K | Sell |
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|
2021
Q2 | $831K | Sell |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $742K | Buy |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $339K | Buy |
|
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|
2019
Q3 | $118K | Buy |
|
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|
2019
Q2 | $90K | Hold |
|
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $94K | Sell |
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|
2018
Q3 | $118K | Hold |
|
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|
2018
Q2 | $120K | Hold |
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|
2018
Q1 | $137K | Buy |
|
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|
2017
Q4 | $132K | Buy |
|
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|
2017
Q3 | $112K | Buy |
|
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|
2017
Q2 | $71K | Sell |
|
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|
2017
Q1 | $85K | Sell |
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|
2016
Q4 | $91K | Sell |
|
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q2 | $1.23M | Buy |
|
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|
2016
Q1 | $922K | Buy |
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|
2015
Q4 | $899K | Sell |
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|
2015
Q3 | $1.18M | Buy |
|
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|
2015
Q2 | $1.35M | Buy |
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|
2015
Q1 | $1.24M | Buy |
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|
2014
Q4 | $46K | Hold |
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|
2014
Q3 | $40K | Buy |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $19K | Sell |
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|
2013
Q4 | $159K | Hold |
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|
2013
Q3 | $137K | Buy |
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|
2013
Q2 | $78K | Buy |
|