JFGIW
Johnson Financial Group Inc (Wisconsin)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
34,437
+1,693
| +5% | +$136K | 0.12% | 91 |
|
|
2025
Q1 | $2.35M | Buy |
32,744
+1,079
| +3% | +$77.5K | 0.12% | 99 |
|
|
2024
Q4 | $2.5M | Sell |
31,665
-12,015
| -28% | -$947K | 0.12% | 95 |
|
|
2024
Q3 | $2.47M | Buy |
43,680
+5,954
| +16% | +$336K | 0.11% | 98 |
|
|
2024
Q2 | $2.24M | Buy |
37,726
+3,148
| +9% | +$187K | 0.11% | 101 |
|
|
2024
Q1 | $2M | Sell |
34,578
-3,764
| -10% | -$218K | 0.11% | 73 |
|
|
2023
Q4 | $1.89M | Buy |
38,342
+4,920
| +15% | +$242K | 0.1% | 73 |
|
|
2023
Q3 | $1.37M | Buy |
33,422
+769
| +2% | +$31.4K | 0.09% | 90 |
|
|
2023
Q2 | $1.39M | Buy |
32,653
+760
| +2% | +$32.4K | 0.1% | 95 |
|
|
2023
Q1 | $1.19M | Buy |
31,893
+2,669
| +9% | +$99.8K | 0.08% | 102 |
|
|
2022
Q4 | $1.21M | Sell |
29,224
-13
| -0% | -$537 | 0.1% | 97 |
|
|
2022
Q3 | $1.35M | Sell |
29,237
-10,016
| -26% | -$461K | 0.12% | 82 |
|
|
2022
Q2 | $1.54M | Hold |
39,253
| – | – | 0.11% | 80 |
|
|
2022
Q1 | $1.9M | Buy |
39,253
+32,473
| +479% | +$1.57M | 0.13% | 77 |
|
|
2021
Q4 | $325K | Buy |
6,780
+1,350
| +25% | +$64.7K | 0.02% | 227 |
|
|
2021
Q3 | $252K | Hold |
5,430
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $246K | Buy |
5,430
+4,000
| +280% | +$181K | 0.02% | 245 |
|
|
2021
Q1 | $56K | Sell |
1,430
-339
| -19% | -$13.3K | ﹤0.01% | 385 |
|
|
2020
Q4 | $53K | Sell |
1,769
-1,219
| -41% | -$36.5K | ﹤0.01% | 325 |
|
|
2020
Q3 | $70K | Sell |
2,988
-1,292
| -30% | -$30.3K | 0.01% | 259 |
|
|
2020
Q2 | $110K | Sell |
4,280
-1,356
| -24% | -$34.9K | 0.01% | 211 |
|
|
2020
Q1 | $162K | Sell |
5,636
-480
| -8% | -$13.8K | 0.02% | 207 |
|
|
2019
Q4 | $329K | Sell |
6,116
-11,865
| -66% | -$638K | 0.03% | 172 |
|
|
2019
Q3 | $907K | Sell |
17,981
-1,667
| -8% | -$84.1K | 0.08% | 133 |
|
|
2019
Q2 | $929K | Sell |
19,648
-1,526
| -7% | -$72.2K | 0.08% | 131 |
|
|
2019
Q1 | $1.02M | Sell |
21,174
-1,081
| -5% | -$52.3K | 0.09% | 124 |
|
|
2018
Q4 | $1.03M | Sell |
22,255
-1,010
| -4% | -$46.6K | 0.11% | 124 |
|
|
2018
Q3 | $1.22M | Sell |
23,265
-1,078
| -4% | -$56.6K | 0.12% | 115 |
|
|
2018
Q2 | $1.35M | Sell |
24,343
-933
| -4% | -$51.7K | 0.15% | 106 |
|
|
2018
Q1 | $1.32M | Sell |
25,276
-19,682
| -44% | -$1.03M | 0.16% | 108 |
|
|
2017
Q4 | $2.73M | Sell |
44,958
-2,440
| -5% | -$148K | 0.33% | 62 |
|
|
2017
Q3 | $2.61M | Sell |
47,398
-3,307
| -7% | -$182K | 0.34% | 60 |
|
|
2017
Q2 | $2.81M | Sell |
50,705
-91,823
| -64% | -$5.09M | 0.4% | 52 |
|
|
2017
Q1 | $7.93M | Sell |
142,528
-1,870
| -1% | -$104K | 1% | 21 |
|
|
2016
Q4 | $7.96M | Sell |
144,398
-12,814
| -8% | -$706K | 1.1% | 15 |
|
|
2016
Q3 | $6.96M | Sell |
157,212
-5,690
| -3% | -$252K | 0.93% | 21 |
|
|
2016
Q2 | $7.71M | Buy |
162,902
+10,352
| +7% | +$490K | 1.07% | 16 |
|
|
2016
Q1 | $7.38M | Buy |
152,550
+8,281
| +6% | +$401K | 1.48% | 11 |
|
|
2015
Q4 | $7.84M | Buy |
144,269
+11,988
| +9% | +$652K | 1.63% | 11 |
|
|
2015
Q3 | $6.79M | Buy |
132,281
+10,822
| +9% | +$556K | 1.49% | 11 |
|
|
2015
Q2 | $6.83M | Buy |
121,459
+14,956
| +14% | +$841K | 1.42% | 11 |
|
|
2015
Q1 | $5.8M | Buy |
106,503
+3,742
| +4% | +$204K | 1.24% | 10 |
|
|
2014
Q4 | $5.63M | Buy |
102,761
+3,021
| +3% | +$166K | 1.31% | 8 |
|
|
2014
Q3 | $5.17M | Sell |
99,740
-1,040
| -1% | -$53.9K | 1.35% | 9 |
|
|
2014
Q2 | $5.3M | Buy |
100,780
+1,458
| +1% | +$76.6K | 1.4% | 7 |
|
|
2014
Q1 | $4.94M | Sell |
99,322
-2,786
| -3% | -$139K | 1.44% | 8 |
|
|
2013
Q4 | $4.64M | Buy |
102,108
+11,838
| +13% | +$537K | 1.34% | 9 |
|
|
2013
Q3 | $3.73M | Sell |
90,270
-9,874
| -10% | -$408K | 1.13% | 13 |
|
|
2013
Q2 | $4.13M | Buy |
+100,144
| New | +$4.13M | 1.15% | 11 |
|