BCWM
Bartlett & Co Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Sell |
527
-3
| -0.6% | -$318 | ﹤0.01% | 638 |
|
|
2025
Q1 | $42.7K | Buy |
+530
| New | +$42.7K | ﹤0.01% | 681 |
|
|
2024
Q2 | – | Sell |
-7
| Closed | -$460 | – | 1154 |
|
|
2024
Q1 | $460 | Buy |
+7
| New | +$460 | ﹤0.01% | 1085 |
|
|
2022
Q4 | – | Sell |
-57
| Closed | -$2.83K | – | 1154 |
|
|
2022
Q3 | $2.83K | Sell |
57
-29
| -34% | -$1.44K | ﹤0.01% | 1008 |
|
|
2022
Q2 | $4.14K | Buy |
+86
| New | +$4.14K | ﹤0.01% | 1059 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$896 | – | 1006 |
|
|
2021
Q2 | $896 | Hold |
13
| – | – | ﹤0.01% | 967 |
|
|
2021
Q1 | $779 | Hold |
13
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q4 | $609 | Buy |
+13
| New | +$609 | ﹤0.01% | 1121 |
|
|
2019
Q3 | – | Sell |
-163
| Closed | -$6.73K | – | 910 |
|
|
2019
Q2 | $6.73K | Buy |
+163
| New | +$6.73K | ﹤0.01% | 611 |
|
|
2018
Q2 | – | Sell |
-74
| Closed | -$2.63K | – | 746 |
|
|
2018
Q1 | $2.63K | Buy |
+74
| New | +$2.63K | ﹤0.01% | 683 |
|