BWM
BKM 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 | $370K | Hold |
3,500
| – | – | 0.14% | 119 |
|
|
2025
Q1 | $280K | Sell |
3,500
-109
| -3% | -$8.73K | 0.12% | 131 |
|
|
2024
Q4 | $285K | Hold |
3,609
| – | – | 0.12% | 140 |
|
|
2024
Q3 | $280K | Buy |
+3,609
| New | +$280K | 0.11% | 139 |
|
|
2024
Q2 | – | Sell |
-3,609
| Closed | -$236K | – | 171 |
|
|
2024
Q1 | $236K | Buy |
3,609
+1,181
| +49% | +$77.1K | 0.1% | 149 |
|
|
2023
Q4 | $140K | Buy |
+2,428
| New | +$140K | 0.06% | 180 |
|