Carson Wealth (CWM LLC)’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
77,339
+21,535
| +39% | +$2.27M | 0.03% | 443 |
|
|
2025
Q1 | $4.47M | Buy |
55,804
+35,579
| +176% | +$2.85M | 0.02% | 561 |
|
|
2024
Q4 | $1.6M | Sell |
20,225
-6,717
| -25% | -$530K | 0.01% | 871 |
|
|
2024
Q3 | $2.09M | Buy |
26,942
+451
| +2% | +$35K | 0.01% | 689 |
|
|
2024
Q2 | $1.76M | Sell |
26,491
-214
| -0.8% | -$14.2K | 0.01% | 679 |
|
|
2024
Q1 | $1.74M | Buy |
26,705
+1,854
| +7% | +$121K | 0.01% | 662 |
|
|
2023
Q4 | $1.43M | Buy |
24,851
+2,003
| +9% | +$115K | 0.01% | 667 |
|
|
2023
Q3 | $1.22M | Buy |
22,848
+1,316
| +6% | +$70K | 0.01% | 668 |
|
|
2023
Q2 | $1.47M | Buy |
21,532
+1,206
| +6% | +$82.2K | 0.01% | 593 |
|
|
2023
Q1 | $1.22M | Sell |
20,326
-212
| -1% | -$12.8K | 0.01% | 596 |
|
|
2022
Q4 | $1.31M | Buy |
20,538
+1,138
| +6% | +$72.8K | 0.01% | 537 |
|
|
2022
Q3 | $955K | Buy |
19,400
+1,690
| +10% | +$83.2K | 0.01% | 572 |
|
|
2022
Q2 | $848K | Buy |
17,710
+1,355
| +8% | +$64.9K | 0.01% | 601 |
|
|
2022
Q1 | $1.07M | Buy |
16,355
+1,547
| +10% | +$101K | 0.01% | 543 |
|
|
2021
Q4 | $1.2M | Buy |
+14,808
| New | +$1.2M | 0.01% | 541 |
|
|
2021
Q2 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2021
Q1 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2020
Q4 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2020
Q3 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2020
Q2 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2020
Q1 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2019
Q4 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2019
Q3 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2019
Q2 | $893K | Hold |
13,017
| – | – | 0.01% | 579 |
|
|
2019
Q1 | $893K | Buy |
13,017
+12,037
| +1,228% | +$826K | 0.01% | 579 |
|
|
2018
Q4 | $29K | Sell |
980
-46
| -4% | -$1.36K | ﹤0.01% | 1027 |
|
|
2018
Q3 | $36K | Sell |
1,026
-146
| -12% | -$5.12K | ﹤0.01% | 815 |
|
|
2018
Q2 | $39K | Sell |
1,172
-623
| -35% | -$20.7K | ﹤0.01% | 684 |
|
|
2018
Q1 | $63K | Sell |
1,795
-35,300
| -95% | -$1.24M | ﹤0.01% | 511 |
|
|
2017
Q4 | $1.41M | Sell |
37,095
-5,849
| -14% | -$223K | 0.06% | 204 |
|
|
2017
Q3 | $1.73M | Sell |
42,944
-5,243
| -11% | -$211K | 0.08% | 171 |
|
|
2017
Q2 | $2.09M | Sell |
48,187
-5,376
| -10% | -$233K | 0.11% | 149 |
|
|
2017
Q1 | $2.26M | Sell |
53,563
-3,449
| -6% | -$145K | 0.13% | 143 |
|
|
2016
Q4 | $2.35M | Buy |
57,012
+10,149
| +22% | +$418K | 0.14% | 138 |
|
|
2016
Q3 | $2.18M | Sell |
46,863
-15,583
| -25% | -$725K | 0.15% | 146 |
|
|
2016
Q2 | $2.89M | Buy |
62,446
+1,426
| +2% | +$66.1K | 0.21% | 127 |
|
|
2016
Q1 | $2.49M | Sell |
61,020
-1,072
| -2% | -$43.7K | 0.22% | 122 |
|
|
2015
Q4 | $2.57M | Sell |
62,092
-215
| -0.3% | -$8.89K | 0.25% | 114 |
|
|
2015
Q3 | $2.7M | Buy |
62,307
+2,086
| +3% | +$90.3K | 0.27% | 112 |
|
|
2015
Q2 | $3.12M | Buy |
60,221
+4,469
| +8% | +$232K | 0.3% | 111 |
|
|
2015
Q1 | $2.95M | Buy |
55,752
+3,659
| +7% | +$193K | 0.3% | 110 |
|
|
2014
Q4 | $2.64M | Sell |
52,093
-94,090
| -64% | -$4.76M | 0.32% | 114 |
|
|
2014
Q3 | $6.74M | Buy |
146,183
+12,505
| +9% | +$576K | 0.98% | 33 |
|
|
2014
Q2 | $6.99M | Buy |
133,678
+24,299
| +22% | +$1.27M | 1.25% | 29 |
|
|
2014
Q1 | $5.42M | Buy |
109,379
+18,982
| +21% | +$941K | 0.74% | 44 |
|
|
2013
Q4 | $4.84M | Buy |
90,397
+2,041
| +2% | +$109K | 0.76% | 33 |
|
|
2013
Q3 | $3.84M | Buy |
+88,356
| New | +$3.84M | 1.01% | 26 |
|