1858 Wealth Management’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Sell |
2,680
-166
| -6% | -$17.5K | 0.21% | 85 |
|
2025
Q1 | $228K | Sell |
2,846
-562
| -16% | -$45K | 0.19% | 105 |
|
2024
Q4 | $269K | Buy |
3,408
+21
| +0.6% | +$1.66K | 0.21% | 98 |
|
2024
Q3 | $263K | Sell |
3,387
-3,686
| -52% | -$286K | 0.22% | 90 |
|
2024
Q2 | $470K | Buy |
7,073
+2,926
| +71% | +$194K | 0.39% | 64 |
|
2024
Q1 | $239K | Hold |
4,147
| – | – | 0.23% | 100 |
|
2023
Q4 | $239K | Buy |
+4,147
| New | +$239K | 0.23% | 100 |
|