JFGIW
Johnson Financial Group Inc (Wisconsin)’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.4K | Buy |
802
+53
| +7% | +$3.33K | ﹤0.01% | 458 |
|
|
2025
Q1 | $44.8K | Buy |
+749
| New | +$44.8K | ﹤0.01% | 629 |
|
|
2024
Q2 | – | Sell |
-25
| Closed | -$975 | – | 969 |
|
|
2024
Q1 | $975 | Hold |
25
| – | – | ﹤0.01% | 681 |
|
|
2023
Q4 | $871 | Buy |
+25
| New | +$871 | ﹤0.01% | 796 |
|
|
2023
Q1 | – | Sell |
-89
| Closed | -$2.93K | – | 721 |
|
|
2022
Q4 | $2.93K | Hold |
89
| – | – | ﹤0.01% | 561 |
|
|
2022
Q3 | $3K | Sell |
89
-1,837
| -95% | -$61.9K | ﹤0.01% | 571 |
|
|
2022
Q2 | $60K | Buy |
1,926
+91
| +5% | +$2.84K | ﹤0.01% | 373 |
|
|
2022
Q1 | $61K | Buy |
1,835
+211
| +13% | +$7.01K | ﹤0.01% | 413 |
|
|
2021
Q4 | $42K | Buy |
+1,624
| New | +$42K | ﹤0.01% | 474 |
|
|
2020
Q2 | – | Sell |
-42
| Closed | -$1K | – | 497 |
|
|
2020
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 507 |
|
|
2019
Q3 | $1K | Sell |
42
-201
| -83% | -$4.79K | ﹤0.01% | 542 |
|
|
2019
Q2 | $7K | Hold |
243
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $7K | Hold |
243
| – | – | ﹤0.01% | 450 |
|
|
2018
Q4 | $5K | Sell |
243
-155
| -39% | -$3.19K | ﹤0.01% | 471 |
|
|
2018
Q3 | $11K | Buy |
398
+155
| +64% | +$4.28K | ﹤0.01% | 443 |
|
|
2018
Q2 | $7K | Hold |
243
| – | – | ﹤0.01% | 473 |
|
|
2018
Q1 | $6K | Hold |
243
| – | – | ﹤0.01% | 490 |
|
|
2017
Q4 | $7K | Hold |
243
| – | – | ﹤0.01% | 505 |
|
|
2017
Q3 | $7K | Hold |
243
| – | – | ﹤0.01% | 481 |
|
|
2017
Q2 | $7K | Hold |
243
| – | – | ﹤0.01% | 488 |
|
|
2017
Q1 | $7K | Sell |
243
-235
| -49% | -$6.77K | ﹤0.01% | 593 |
|
|
2016
Q4 | $15K | Hold |
478
| – | – | ﹤0.01% | 550 |
|
|
2016
Q3 | $15K | Hold |
478
| – | – | ﹤0.01% | 543 |
|
|
2016
Q2 | $10K | Hold |
478
| – | – | ﹤0.01% | 667 |
|
|
2016
Q1 | $8K | Sell |
478
-233
| -33% | -$3.9K | ﹤0.01% | 627 |
|
|
2015
Q4 | $18K | Sell |
711
-1,158
| -62% | -$29.3K | ﹤0.01% | 554 |
|
|
2015
Q3 | $69K | Hold |
1,869
| – | – | 0.02% | 412 |
|
|
2015
Q2 | $107K | Hold |
1,869
| – | – | 0.02% | 356 |
|
|
2015
Q1 | $95K | Sell |
1,869
-97
| -5% | -$4.93K | 0.02% | 397 |
|
|
2014
Q4 | $88K | Hold |
1,966
| – | – | 0.02% | 388 |
|
|
2014
Q3 | $109K | Sell |
1,966
-11
| -0.6% | -$610 | 0.03% | 312 |
|
|
2014
Q2 | $115K | Hold |
1,977
| – | – | 0.03% | 315 |
|
|
2014
Q1 | $80K | Sell |
1,977
-540
| -21% | -$21.9K | 0.02% | 306 |
|
|
2013
Q4 | $97K | Buy |
2,517
+540
| +27% | +$20.8K | 0.03% | 280 |
|
|
2013
Q3 | $72K | Sell |
1,977
-8,765
| -82% | -$319K | 0.02% | 355 |
|
|
2013
Q2 | $349K | Buy |
+10,742
| New | +$349K | 0.1% | 162 |
|