JFGIW
Johnson Financial Group Inc (Wisconsin)’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
848
+339
| +67% | +$55.4K | 0.01% | 345 |
|
|
2025
Q1 | $80.5K | Buy |
509
+329
| +183% | +$52K | ﹤0.01% | 528 |
|
|
2024
Q4 | $38.2K | Hold |
180
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $27.9K | Buy |
180
+90
| +100% | +$13.9K | ﹤0.01% | 573 |
|
|
2024
Q2 | $25.4K | Buy |
+90
| New | +$25.4K | ﹤0.01% | 499 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$18.2K | – | 1006 |
|
|
2023
Q4 | $18.2K | Buy |
+90
| New | +$18.2K | ﹤0.01% | 568 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 793 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 677 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$32K | – | 648 |
|
|
2017
Q1 | $32K | Hold |
600
| – | – | ﹤0.01% | 455 |
|
|
2016
Q4 | $29K | Sell |
600
-280
| -32% | -$13.5K | ﹤0.01% | 465 |
|
|
2016
Q3 | $45K | Buy |
880
+275
| +45% | +$14.1K | 0.01% | 417 |
|
|
2016
Q2 | $32K | Buy |
+605
| New | +$32K | ﹤0.01% | 500 |
|
|
2016
Q1 | – | Sell |
-17,014
| Closed | -$994K | – | 778 |
|
|
2015
Q4 | $994K | Sell |
17,014
-112
| -0.7% | -$6.54K | 0.21% | 109 |
|
|
2015
Q3 | $1.31M | Sell |
17,126
-667
| -4% | -$50.9K | 0.29% | 83 |
|
|
2015
Q2 | $1.46M | Sell |
17,793
-378
| -2% | -$31.1K | 0.3% | 81 |
|
|
2015
Q1 | $1.45M | Sell |
18,171
-843
| -4% | -$67.2K | 0.31% | 77 |
|
|
2014
Q4 | $1.44M | Sell |
19,014
-590
| -3% | -$44.7K | 0.33% | 77 |
|
|
2014
Q3 | $1.31M | Buy |
19,604
+122
| +0.6% | +$8.13K | 0.34% | 72 |
|
|
2014
Q2 | $1.4M | Buy |
19,482
+155
| +0.8% | +$11.1K | 0.37% | 66 |
|
|
2014
Q1 | $1.29M | Buy |
19,327
+2,287
| +13% | +$152K | 0.38% | 69 |
|
|
2013
Q4 | $993K | Buy |
+17,040
| New | +$993K | 0.29% | 86 |
|