JFGIW
Johnson Financial Group Inc (Wisconsin)’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
11,008
+1,213
| +12% | +$223K | 0.09% | 114 |
|
|
2025
Q1 | $1.57M | Buy |
9,795
+5,818
| +146% | +$931K | 0.08% | 120 |
|
|
2024
Q4 | $518K | Buy |
3,977
+235
| +6% | +$30.6K | 0.02% | 209 |
|
|
2024
Q3 | $459K | Buy |
3,742
+444
| +13% | +$54.5K | 0.02% | 242 |
|
|
2024
Q2 | $338K | Buy |
3,298
+291
| +10% | +$29.9K | 0.02% | 253 |
|
|
2024
Q1 | $278K | Buy |
3,007
+1,265
| +73% | +$117K | 0.02% | 263 |
|
|
2023
Q4 | $166K | Buy |
1,742
+510
| +41% | +$48.7K | 0.01% | 312 |
|
|
2023
Q3 | $116K | Sell |
1,232
-30,440
| -96% | -$2.86M | 0.01% | 297 |
|
|
2023
Q2 | $3.09M | Sell |
31,672
-16,996
| -35% | -$1.66M | 0.21% | 52 |
|
|
2023
Q1 | $4.73M | Sell |
48,668
-24,904
| -34% | -$2.42M | 0.34% | 37 |
|
|
2022
Q4 | $7.45M | Buy |
73,572
+200
| +0.3% | +$20.2K | 0.59% | 29 |
|
|
2022
Q3 | $6.74M | Sell |
73,372
-11,634
| -14% | -$1.07M | 0.62% | 25 |
|
|
2022
Q2 | $8.39M | Sell |
85,006
-45
| -0.1% | -$4.44K | 0.6% | 28 |
|
|
2022
Q1 | $7.99M | Sell |
85,051
-370
| -0.4% | -$34.8K | 0.56% | 23 |
|
|
2021
Q4 | $8.12M | Buy |
85,421
+287
| +0.3% | +$27.3K | 0.51% | 24 |
|
|
2021
Q3 | $8.07M | Sell |
85,134
-1,504
| -2% | -$143K | 0.55% | 23 |
|
|
2021
Q2 | $8.59M | Hold |
86,638
| – | – | 0.56% | 23 |
|
|
2021
Q1 | $7.69M | Sell |
86,638
-1,713
| -2% | -$152K | 0.52% | 24 |
|
|
2020
Q4 | $7.31M | Sell |
88,351
-1,498
| -2% | -$124K | 0.63% | 23 |
|
|
2020
Q3 | $6.74M | Sell |
89,849
-425
| -0.5% | -$31.9K | 0.69% | 22 |
|
|
2020
Q2 | $6.33M | Sell |
90,274
-4,700
| -5% | -$329K | 0.68% | 23 |
|
|
2020
Q1 | $6.93M | Buy |
94,974
+15,095
| +19% | +$1.1M | 0.83% | 20 |
|
|
2019
Q4 | $6.8M | Buy |
79,879
+1,104
| +1% | +$93.9K | 0.61% | 25 |
|
|
2019
Q3 | $5.98M | Sell |
78,775
-1,024
| -1% | -$77.8K | 0.55% | 35 |
|
|
2019
Q2 | $6.27M | Sell |
79,799
-3,200
| -4% | -$251K | 0.56% | 33 |
|
|
2019
Q1 | $7.34M | Buy |
82,999
+604
| +0.7% | +$53.4K | 0.65% | 28 |
|
|
2018
Q4 | $5.5M | Sell |
82,395
-668
| -0.8% | -$44.6K | 0.57% | 35 |
|
|
2018
Q3 | $6.77M | Sell |
83,063
-2,389
| -3% | -$195K | 0.69% | 25 |
|
|
2018
Q2 | $6.9M | Sell |
85,452
-1,279
| -1% | -$103K | 0.76% | 19 |
|
|
2018
Q1 | $8.62M | Buy |
86,731
+1,048
| +1% | +$104K | 1.03% | 19 |
|
|
2017
Q4 | $9.05M | Buy |
85,683
+1,071
| +1% | +$113K | 1.11% | 15 |
|
|
2017
Q3 | $9.39M | Sell |
84,612
-15
| -0% | -$1.67K | 1.24% | 15 |
|
|
2017
Q2 | $9.94M | Sell |
84,627
-9,140
| -10% | -$1.07M | 1.43% | 14 |
|
|
2017
Q1 | $10.6M | Buy |
93,767
+6,913
| +8% | +$780K | 1.33% | 15 |
|
|
2016
Q4 | $7.95M | Sell |
86,854
-7,067
| -8% | -$647K | 1.1% | 16 |
|
|
2016
Q3 | $9.13M | Buy |
93,921
+84
| +0.1% | +$8.17K | 1.22% | 12 |
|
|
2016
Q2 | $9.55M | Sell |
93,837
-3,167
| -3% | -$322K | 1.32% | 13 |
|
|
2016
Q1 | $9.52M | Buy |
97,004
+5,051
| +5% | +$496K | 1.9% | 8 |
|
|
2015
Q4 | $8.08M | Sell |
91,953
-2,562
| -3% | -$225K | 1.68% | 9 |
|
|
2015
Q3 | $7.5M | Sell |
94,515
-2,704
| -3% | -$215K | 1.64% | 8 |
|
|
2015
Q2 | $7.79M | Buy |
97,219
+3,144
| +3% | +$252K | 1.62% | 6 |
|
|
2015
Q1 | $7.09M | Buy |
94,075
+1,175
| +1% | +$88.5K | 1.52% | 6 |
|
|
2014
Q4 | $7.57M | Sell |
92,900
-405
| -0.4% | -$33K | 1.76% | 3 |
|
|
2014
Q3 | $7.78M | Buy |
93,305
+1,650
| +2% | +$138K | 2.03% | 2 |
|
|
2014
Q2 | $7.73M | Sell |
91,655
-666
| -0.7% | -$56.1K | 2.04% | 2 |
|
|
2014
Q1 | $7.56M | Buy |
92,321
+212
| +0.2% | +$17.4K | 2.21% | 2 |
|
|
2013
Q4 | $8.03M | Sell |
92,109
-1,783
| -2% | -$155K | 2.32% | 2 |
|
|
2013
Q3 | $8.13M | Buy |
93,892
+1,023
| +1% | +$88.6K | 2.47% | 2 |
|
|
2013
Q2 | $8.05M | Buy |
+92,869
| New | +$8.05M | 2.24% | 3 |
|