Avantra Family Wealth’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
$486K Sell
4,600
-1,797
-28% -$190K 0.4% 70
2025
Q1
$512K Sell
6,397
-43
-0.7% -$3.45K 0.49% 69
2024
Q4
$508K Buy
+6,440
New +$508K 0.48% 73