Avantax Advisory Services’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 | $2.99M | Buy |
28,270
+3,715
| +15% | +$392K | 0.02% | 618 |
|
|
2025
Q1 | $1.97M | Buy |
24,555
+3,366
| +16% | +$270K | 0.01% | 750 |
|
|
2024
Q4 | $1.67M | Buy |
21,189
+4,107
| +24% | +$324K | 0.01% | 803 |
|
|
2024
Q3 | $1.33M | Buy |
17,082
+206
| +1% | +$16K | 0.01% | 877 |
|
|
2024
Q2 | $1.12M | Sell |
16,876
-1,055
| -6% | -$70.1K | 0.01% | 920 |
|
|
2024
Q1 | $1.17M | Sell |
17,931
-28,839
| -62% | -$1.88M | 0.01% | 697 |
|
|
2023
Q4 | $2.7M | Buy |
46,770
+6,594
| +16% | +$380K | 0.03% | 424 |
|
|
2023
Q3 | $2.14M | Buy |
40,176
+1,403
| +4% | +$74.7K | 0.02% | 442 |
|
|
2023
Q2 | $2.64M | Buy |
38,773
+6,403
| +20% | +$436K | 0.03% | 380 |
|
|
2023
Q1 | $1.95M | Buy |
32,370
+26,672
| +468% | +$1.61M | 0.02% | 450 |
|
|
2022
Q4 | $365K | Buy |
5,698
+707
| +14% | +$45.3K | ﹤0.01% | 1014 |
|
|
2022
Q3 | $246K | Buy |
4,991
+616
| +14% | +$30.4K | ﹤0.01% | 1096 |
|
|
2022
Q2 | $209K | Buy |
4,375
+1,085
| +33% | +$51.8K | ﹤0.01% | 1181 |
|
|
2022
Q1 | $216K | Buy |
3,290
+65
| +2% | +$4.27K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $262K | Buy |
3,225
+109
| +3% | +$8.86K | ﹤0.01% | 1043 |
|
|
2021
Q3 | $214K | Buy |
+3,116
| New | +$214K | ﹤0.01% | 1080 |
|
|
2019
Q3 | – | Sell |
-8,274
| Closed | -$342K | – | 585 |
|
|
2019
Q2 | $342K | Sell |
8,274
-39
| -0.5% | -$1.61K | 0.02% | 370 |
|
|
2019
Q1 | $307K | Buy |
+8,313
| New | +$307K | 0.02% | 352 |
|