JFGIW
Johnson Financial Group Inc (Wisconsin)’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.8K | Sell |
919
-535
| -37% | -$54K | ﹤0.01% | 386 |
|
|
2025
Q1 | $160K | Buy |
1,454
+437
| +43% | +$48.1K | 0.01% | 394 |
|
|
2024
Q4 | $116K | Sell |
1,017
-7,992
| -89% | -$913K | 0.01% | 351 |
|
|
2024
Q3 | $1.23M | Buy |
9,009
+523
| +6% | +$71.3K | 0.06% | 144 |
|
|
2024
Q2 | $1.16M | Buy |
8,486
+1,676
| +25% | +$229K | 0.06% | 136 |
|
|
2024
Q1 | $1.01M | Buy |
6,810
+2,342
| +52% | +$348K | 0.05% | 117 |
|
|
2023
Q4 | $703K | Sell |
4,468
-2,885
| -39% | -$454K | 0.04% | 149 |
|
|
2023
Q3 | $1.15M | Sell |
7,353
-52
| -0.7% | -$8.11K | 0.08% | 101 |
|
|
2023
Q2 | $1.33M | Buy |
7,405
+1,455
| +24% | +$261K | 0.09% | 98 |
|
|
2023
Q1 | $1.15M | Buy |
5,950
+1,316
| +28% | +$255K | 0.08% | 106 |
|
|
2022
Q4 | $806K | Sell |
4,634
-257
| -5% | -$44.7K | 0.06% | 126 |
|
|
2022
Q3 | $821K | Sell |
4,891
-1,378
| -22% | -$231K | 0.08% | 118 |
|
|
2022
Q2 | $1.14M | Sell |
6,269
-14,776
| -70% | -$2.7M | 0.08% | 108 |
|
|
2022
Q1 | $4.51M | Buy |
21,045
+4,342
| +26% | +$931K | 0.32% | 36 |
|
|
2021
Q4 | $3.58M | Buy |
16,703
+318
| +2% | +$68.2K | 0.23% | 45 |
|
|
2021
Q3 | $2.98M | Sell |
16,385
-280
| -2% | -$51K | 0.2% | 52 |
|
|
2021
Q2 | $3.47M | Sell |
16,665
-146
| -0.9% | -$30.4K | 0.23% | 49 |
|
|
2021
Q1 | $2.86M | Sell |
16,811
-347
| -2% | -$59K | 0.19% | 55 |
|
|
2020
Q4 | $2.89M | Buy |
17,158
+434
| +3% | +$73.1K | 0.25% | 50 |
|
|
2020
Q3 | $2.79M | Buy |
16,724
+14,953
| +844% | +$2.49M | 0.28% | 50 |
|
|
2020
Q2 | $196K | Buy |
1,771
+753
| +74% | +$83.3K | 0.02% | 182 |
|
|
2020
Q1 | $96K | Sell |
1,018
-111
| -10% | -$10.5K | 0.01% | 240 |
|
|
2019
Q4 | $132K | Sell |
1,129
-14,663
| -93% | -$1.71M | 0.01% | 241 |
|
|
2019
Q3 | $1.89M | Buy |
15,792
+14,257
| +929% | +$1.71M | 0.17% | 90 |
|
|
2019
Q2 | $158K | Buy |
1,535
+68
| +5% | +$7K | 0.01% | 239 |
|
|
2019
Q1 | $164K | Sell |
1,467
-1,115
| -43% | -$125K | 0.01% | 228 |
|
|
2018
Q4 | $252K | Sell |
2,582
-745
| -22% | -$72.7K | 0.03% | 205 |
|
|
2018
Q3 | $388K | Sell |
3,327
-443
| -12% | -$51.7K | 0.04% | 189 |
|
|
2018
Q2 | $400K | Sell |
3,770
-4,887
| -56% | -$519K | 0.04% | 180 |
|
|
2018
Q1 | $906K | Sell |
8,657
-3,745
| -30% | -$392K | 0.11% | 128 |
|
|
2017
Q4 | $1.48M | Sell |
12,402
-4,773
| -28% | -$569K | 0.18% | 100 |
|
|
2017
Q3 | $2.06M | Sell |
17,175
-3,198
| -16% | -$384K | 0.27% | 72 |
|
|
2017
Q2 | $2.25M | Sell |
20,373
-2,727
| -12% | -$302K | 0.32% | 67 |
|
|
2017
Q1 | $2.48M | Sell |
23,100
-2,243
| -9% | -$241K | 0.31% | 72 |
|
|
2016
Q4 | $2.91M | Buy |
25,343
+904
| +4% | +$104K | 0.4% | 60 |
|
|
2016
Q3 | $2.67M | Buy |
24,439
+1,462
| +6% | +$160K | 0.36% | 65 |
|
|
2016
Q2 | $2.48M | Buy |
22,977
+13,875
| +152% | +$1.5M | 0.34% | 70 |
|
|
2016
Q1 | $960K | Buy |
9,102
+4,881
| +116% | +$515K | 0.19% | 115 |
|
|
2015
Q4 | $407K | Sell |
4,221
-1,541
| -27% | -$149K | 0.08% | 181 |
|
|
2015
Q3 | $568K | Sell |
5,762
-7,264
| -56% | -$716K | 0.12% | 157 |
|
|
2015
Q2 | $1.26M | Sell |
13,026
-489
| -4% | -$47.4K | 0.26% | 91 |
|
|
2015
Q1 | $1.31M | Sell |
13,515
-349
| -3% | -$33.8K | 0.28% | 87 |
|
|
2014
Q4 | $1.54M | Sell |
13,864
-461
| -3% | -$51.3K | 0.36% | 71 |
|
|
2014
Q3 | $1.41M | Buy |
14,325
+8,775
| +158% | +$863K | 0.37% | 67 |
|
|
2014
Q2 | $569K | Buy |
5,550
+1,799
| +48% | +$184K | 0.15% | 142 |
|
|
2014
Q1 | $366K | Hold |
3,751
| – | – | 0.11% | 158 |
|
|
2013
Q4 | $395K | Sell |
3,751
-1,120
| -23% | -$118K | 0.11% | 153 |
|
|
2013
Q3 | $445K | Sell |
4,871
-3,222
| -40% | -$294K | 0.14% | 141 |
|
|
2013
Q2 | $700K | Buy |
+8,093
| New | +$700K | 0.19% | 97 |
|