BRWA
B. Riley Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
+17,003
| New | +$1.8M | 0.08% | 222 |
|
|
2024
Q4 | $1.62M | Sell |
20,440
-417
| -2% | -$33.1K | 0.05% | 324 |
|
|
2024
Q3 | $1.61M | Buy |
20,857
+2,366
| +13% | +$183K | 0.04% | 374 |
|
|
2024
Q2 | $1.24M | Buy |
18,491
+4,281
| +30% | +$286K | 0.03% | 472 |
|
|
2024
Q1 | $761K | Buy |
14,210
+438
| +3% | +$23.5K | 0.02% | 610 |
|
|
2023
Q4 | $799K | Sell |
13,772
-438
| -3% | -$25.4K | 0.02% | 599 |
|
|
2023
Q3 | $761K | Buy |
14,210
+1,086
| +8% | +$58.2K | 0.02% | 610 |
|
|
2023
Q2 | $899K | Sell |
13,124
-1,688
| -11% | -$116K | 0.02% | 601 |
|
|
2023
Q1 | $897K | Buy |
14,812
+395
| +3% | +$23.9K | 0.02% | 573 |
|
|
2022
Q4 | $927K | Buy |
14,417
+2,137
| +17% | +$137K | 0.03% | 560 |
|
|
2022
Q3 | $605K | Sell |
12,280
-3
| -0% | -$148 | 0.02% | 675 |
|
|
2022
Q2 | $589K | Sell |
12,283
-2,442
| -17% | -$117K | 0.02% | 589 |
|
|
2022
Q1 | $967K | Buy |
14,725
+598
| +4% | +$39.3K | 0.03% | 505 |
|
|
2021
Q4 | $1.15M | Sell |
14,127
-547
| -4% | -$44.5K | 0.03% | 485 |
|
|
2021
Q3 | $1M | Buy |
14,674
+402
| +3% | +$27.4K | 0.03% | 520 |
|
|
2021
Q2 | $980K | Buy |
14,272
+394
| +3% | +$27.1K | 0.03% | 511 |
|
|
2021
Q1 | $829K | Buy |
13,878
+1,159
| +9% | +$69.2K | 0.03% | 536 |
|
|
2020
Q4 | $594K | Sell |
12,719
-2,142
| -14% | -$100K | 0.03% | 483 |
|
|
2020
Q3 | $597K | Buy |
14,861
+1,103
| +8% | +$44.3K | 0.03% | 471 |
|
|
2020
Q2 | $470K | Sell |
13,758
-404
| -3% | -$13.8K | 0.03% | 481 |
|
|
2020
Q1 | $383K | Buy |
14,162
+534
| +4% | +$14.4K | 0.03% | 470 |
|
|
2019
Q4 | $556K | Buy |
13,628
+3,481
| +34% | +$142K | 0.05% | 400 |
|
|
2019
Q3 | $446K | Buy |
10,147
+2,766
| +37% | +$122K | 0.04% | 442 |
|
|
2019
Q2 | $305K | Buy |
+7,381
| New | +$305K | 0.03% | 556 |
|
|
2018
Q3 | – | Sell |
-18,804
| Closed | -$630K | – | 732 |
|
|
2018
Q2 | $630K | Sell |
18,804
-5,038
| -21% | -$169K | 0.08% | 265 |
|
|
2018
Q1 | $841K | Sell |
23,842
-12,002
| -33% | -$423K | 0.12% | 192 |
|
|
2017
Q4 | $1.37M | Buy |
35,844
+573
| +2% | +$21.9K | 0.18% | 138 |
|
|
2017
Q3 | $1.42M | Buy |
35,271
+535
| +2% | +$21.6K | 0.24% | 112 |
|
|
2017
Q2 | $1.51M | Buy |
34,736
+700
| +2% | +$30.4K | 0.27% | 107 |
|
|
2017
Q1 | $1.44M | Buy |
34,036
+9,386
| +38% | +$396K | 0.29% | 96 |
|
|
2016
Q4 | $1.02M | Buy |
24,650
+3,143
| +15% | +$130K | 0.21% | 125 |
|
|
2016
Q3 | $516K | Buy |
21,507
+10,466
| +95% | +$251K | 0.1% | 253 |
|
|
2016
Q2 | $270K | Buy |
+11,041
| New | +$270K | 0.05% | 429 |
|
|
2015
Q1 | – | Sell |
-2,983
| Closed | -$144 | – | 1294 |
|
|
2014
Q4 | $144 | Buy |
+2,983
| New | +$144 | ﹤0.01% | 1532 |
|
|
2014
Q3 | – | Sell |
-2,506
| Closed | -$125K | – | 1293 |
|
|
2014
Q2 | $125K | Buy |
2,506
+379
| +18% | +$18.9K | 0.03% | 631 |
|
|
2014
Q1 | $101K | Buy |
+2,127
| New | +$101K | 0.03% | 614 |
|