CIA
Concurrent Investment Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
8,868
+1,898
| +27% | +$200K | 0.02% | 610 |
|
|
2025
Q1 | $558K | Buy |
6,970
+883
| +15% | +$70.7K | 0.01% | 712 |
|
|
2024
Q4 | $480K | Sell |
6,087
-172
| -3% | -$13.6K | 0.01% | 668 |
|
|
2024
Q3 | $486K | Buy |
6,259
+1,240
| +25% | +$96.2K | 0.01% | 622 |
|
|
2024
Q2 | $334K | Buy |
5,019
+973
| +24% | +$64.7K | 0.01% | 701 |
|
|
2024
Q1 | $264K | Buy |
4,046
+16
| +0.4% | +$1.05K | 0.01% | 704 |
|
|
2023
Q4 | $232K | Buy |
+4,030
| New | +$232K | 0.01% | 720 |
|