BSW Wealth Partners’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 | $513K | Sell |
4,855
-394
| -8% | -$41.6K | 0.07% | 156 |
|
|
2025
Q1 | $421K | Buy |
5,249
+2,498
| +91% | +$200K | 0.06% | 183 |
|
|
2024
Q4 | $217K | Buy |
+2,751
| New | +$217K | 0.03% | 285 |
|
|
2024
Q3 | – | Sell |
-3,153
| Closed | -$210K | – | 315 |
|
|
2024
Q2 | $210K | Sell |
3,153
-321
| -9% | -$21.3K | 0.03% | 272 |
|
|
2024
Q1 | $227K | Sell |
3,474
-1,020
| -23% | -$66.6K | 0.04% | 259 |
|
|
2023
Q4 | $259K | Buy |
4,494
+185
| +4% | +$10.7K | 0.05% | 223 |
|
|
2023
Q3 | $229K | Sell |
4,309
-1,628
| -27% | -$86.6K | 0.05% | 215 |
|
|
2023
Q2 | $405K | Sell |
5,937
-119
| -2% | -$8.11K | 0.08% | 135 |
|
|
2023
Q1 | $365K | Sell |
6,056
-569
| -9% | -$34.3K | 0.07% | 187 |
|
|
2022
Q4 | $424K | Sell |
6,625
-1,197
| -15% | -$76.6K | 0.09% | 158 |
|
|
2022
Q3 | $385K | Buy |
7,822
+178
| +2% | +$8.76K | 0.09% | 143 |
|
|
2022
Q2 | $366K | Buy |
7,644
+378
| +5% | +$18.1K | 0.09% | 158 |
|
|
2022
Q1 | $476K | Buy |
7,266
+674
| +10% | +$44.2K | 0.12% | 127 |
|
|
2021
Q4 | $536K | Buy |
6,592
+266
| +4% | +$21.6K | 0.13% | 111 |
|
|
2021
Q3 | $431K | Buy |
6,326
+185
| +3% | +$12.6K | 0.12% | 117 |
|
|
2021
Q2 | $421K | Buy |
6,141
+1,105
| +22% | +$75.8K | 0.12% | 115 |
|
|
2021
Q1 | $301K | Buy |
5,036
+555
| +12% | +$33.2K | 0.09% | 142 |
|
|
2020
Q4 | $209K | Buy |
+4,481
| New | +$209K | 0.06% | 173 |
|