Confluence Wealth Services’s Johnson Controls International JCI Stock Holding History

Confluence Wealth Services’s Portfolio JCI Stock Details JCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Sell
2025 Q1	$313K	Sell
2024 Q4	$503K	Sell
2024 Q3	$601K	Sell
2024 Q2	$1.22M	Buy
2024 Q1	$1.19M	Buy
2023 Q4	$455K	Sell
2023 Q3	$685K	Buy
2023 Q2	$868K	Buy