Avidian Wealth Enterprises’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 | $339K | Buy |
3,207
+303
| +10% | +$32K | 0.01% | 413 |
|
2025
Q1 | $233K | Sell |
2,904
-523
| -15% | -$41.9K | 0.01% | 475 |
|
2024
Q4 | $270K | Buy |
3,427
+150
| +5% | +$11.8K | 0.01% | 422 |
|
2024
Q3 | $254K | Buy |
3,277
+4
| +0.1% | +$310 | 0.01% | 429 |
|
2024
Q2 | $218K | Buy |
+3,273
| New | +$218K | 0.01% | 456 |
|
2023
Q2 | – | Sell |
-4,386
| Closed | -$264K | – | 451 |
|
2023
Q1 | $264K | Buy |
+4,386
| New | +$264K | 0.01% | 410 |
|
2022
Q1 | – | Sell |
-2,714
| Closed | -$221K | – | 528 |
|
2021
Q4 | $221K | Buy |
+2,714
| New | +$221K | 0.01% | 466 |
|
2019
Q4 | – | Sell |
-15,788
| Closed | -$693K | – | 229 |
|
2019
Q3 | $693K | Buy |
+15,788
| New | +$693K | 0.11% | 73 |
|