Atria Wealth Solutions’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 | $1.36M | Sell |
12,830
-16,457
| -56% | -$1.74M | 0.03% | 529 |
|
2025
Q1 | $2.35M | Buy |
29,287
+1,184
| +4% | +$95.1K | 0.03% | 572 |
|
2024
Q4 | $2.22M | Buy |
28,103
+3,933
| +16% | +$311K | 0.02% | 605 |
|
2024
Q3 | $1.88M | Buy |
24,170
+331
| +1% | +$25.8K | 0.02% | 662 |
|
2024
Q2 | $1.59M | Buy |
23,839
+7,899
| +50% | +$527K | 0.02% | 707 |
|
2024
Q1 | $1.05M | Sell |
15,940
-155
| -1% | -$10.2K | 0.01% | 886 |
|
2023
Q4 | $929K | Sell |
16,095
-3,553
| -18% | -$205K | 0.01% | 887 |
|
2023
Q3 | $1.05M | Sell |
19,648
-152
| -0.8% | -$8.1K | 0.01% | 787 |
|
2023
Q2 | $1.35M | Buy |
19,800
+2,738
| +16% | +$187K | 0.02% | 715 |
|
2023
Q1 | $1.03M | Buy |
17,062
+1,371
| +9% | +$83K | 0.02% | 785 |
|
2022
Q4 | $1.01M | Buy |
15,691
+4,107
| +35% | +$263K | 0.02% | 737 |
|
2022
Q3 | $571K | Buy |
11,584
+4,657
| +67% | +$230K | 0.01% | 952 |
|
2022
Q2 | $334K | Sell |
6,927
-5,470
| -44% | -$264K | 0.01% | 1131 |
|
2022
Q1 | $816K | Buy |
+12,397
| New | +$816K | 0.01% | 817 |
|