Avantax Advisory Services’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.99M Buy
28,270
+3,715
+15% +$342K 0.02% 618
2025
Q1
$1.97M Buy
24,555
+3,366
+16% +$277K 0.01% 750
2024
Q4
$1.67M Buy
21,189
+4,107
+24% +$329K 0.01% 803
2024
Q3
$1.33M Buy
17,082
+206
+1% +$14.5K 0.01% 877
2024
Q2
$1.12M Sell
16,876
-1,055
-6% -$71K 0.01% 920
2024
Q1
$1.17M Sell
17,931
-28,839
-62% -$1.68M 0.01% 697
2023
Q4
$2.7M Buy
46,770
+6,594
+16% +$346K 0.03% 424
2023
Q3
$2.14M Buy
40,176
+1,403
+4% +$86.6K 0.02% 442
2023
Q2
$2.64M Buy
38,773
+6,403
+20% +$394K 0.03% 380
2023
Q1
$1.95M Buy
32,370
+26,672
+468% +$1.71M 0.02% 450
2022
Q4
$365K Buy
5,698
+707
+14% +$43.3K ﹤0.01% 1014
2022
Q3
$246K Buy
4,991
+616
+14% +$32.7K ﹤0.01% 1096
2022
Q2
$209K Buy
4,375
+1,085
+33% +$60.4K ﹤0.01% 1181
2022
Q1
$216K Buy
3,290
+65
+2% +$4.47K ﹤0.01% 1158
2021
Q4
$262K Buy
3,225
+109
+3% +$8.24K ﹤0.01% 1043
2021
Q3
$214K Buy
+3,116
New +$225K ﹤0.01% 1080
2019
Q3
Sell
-8,274
Closed -$342K 585
2019
Q2
$342K Sell
8,274
-39
-0.5% -$1.5K 0.02% 370
2019
Q1
$307K Buy
+8,313
New +$285K 0.02% 352

Other funds holding JCI

Avantax Advisory Services's JCI Position: Q2 2025 in Review

Avantax Advisory Services increased its Johnson Controls International (JCI) stake by 15% in Q2 2025, buying an estimated $342K and bringing the position to 28,270 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #618.

Avantax Advisory Services first reported a position in JCI in Q1 2019 and has held it in 18 quarters since. 1,347 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Avantax Advisory Services held 28,270 shares of Johnson Controls International worth $2.99M as of Q2 2025.
  • Avantax Advisory Services bought 3,715 Johnson Controls International shares in Q2 2025, an estimated $342K.
  • Johnson Controls International made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #618 holding.
  • Avantax Advisory Services first reported a position in Johnson Controls International in Q1 2019 and has held it in 18 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.