Congress Wealth Management’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	$4.04M	Buy	38,215 +15,710	+70%	+$1.66M	0.04%	427
2025 Q1	$1.8M	Buy	22,505 +2,582	+13%	+$207K	0.02%	515
2024 Q4	$1.57M	Sell	19,923 -14,578	-42%	-$1.15M	0.02%	446
2024 Q3	$2.68M	Buy	34,501 +12,526	+57%	+$972K	0.04%	378
2024 Q2	$1.46M	Buy	+21,975	New	+$1.46M	0.02%	387