CWP
Concord Wealth Partners’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.5K | Buy |
857
+302
| +54% | +$31.9K | 0.01% | 280 |
|
|
2025
Q1 | $44.4K | Sell |
555
-302
| -35% | -$24.2K | 0.01% | 334 |
|
|
2024
Q4 | $67.7K | Buy |
857
+3
| +0.4% | +$237 | 0.01% | 292 |
|
|
2024
Q3 | $66.2K | Buy |
854
+5
| +0.6% | +$388 | 0.01% | 299 |
|
|
2024
Q2 | $56.5K | Sell |
849
-482
| -36% | -$32.1K | 0.01% | 295 |
|
|
2024
Q1 | $86.9K | Buy |
1,331
+275
| +26% | +$18K | 0.02% | 282 |
|
|
2023
Q4 | $60.9K | Sell |
1,056
-254
| -19% | -$14.6K | 0.01% | 331 |
|
|
2023
Q3 | $69.7K | Buy |
1,310
+241
| +23% | +$12.8K | 0.01% | 329 |
|
|
2023
Q2 | $72.8K | Buy |
1,069
+70
| +7% | +$4.77K | 0.02% | 310 |
|
|
2023
Q1 | $60.2K | Buy |
999
+175
| +21% | +$10.5K | 0.02% | 320 |
|
|
2022
Q4 | $52.7K | Buy |
+824
| New | +$52.7K | 0.02% | 369 |
|
|
2022
Q3 | – | Sell |
-889
| Closed | -$43K | – | 660 |
|
|
2022
Q2 | $43K | Sell |
889
-935
| -51% | -$45.2K | 0.01% | 399 |
|
|
2022
Q1 | $120K | Sell |
1,824
-125
| -6% | -$8.22K | 0.03% | 268 |
|
|
2021
Q4 | $158K | Buy |
1,949
+1,246
| +177% | +$101K | 0.04% | 219 |
|
|
2021
Q3 | $48K | Sell |
703
-561
| -44% | -$38.3K | 0.02% | 226 |
|
|
2021
Q2 | $87K | Sell |
1,264
-114
| -8% | -$7.85K | 0.02% | 258 |
|
|
2021
Q1 | $82K | Buy |
1,378
+1,342
| +3,728% | +$79.9K | 0.03% | 249 |
|
|
2020
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 539 |
|