CFP
Cypress Financial Planning’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
5,128
+3
| +0.1% | +$317 | 0.18% | 43 |
|
|
2025
Q1 | $411K | Buy |
5,125
+2
| +0% | +$160 | 0.15% | 45 |
|
|
2024
Q4 | $404K | Buy |
5,123
+7
| +0.1% | +$553 | 0.15% | 46 |
|
|
2024
Q3 | $397K | Buy |
5,116
+8
| +0.2% | +$621 | 0.15% | 45 |
|
|
2024
Q2 | $340K | Buy |
5,108
+40
| +0.8% | +$2.66K | 0.14% | 50 |
|
|
2024
Q1 | $331K | Buy |
+5,068
| New | +$331K | 0.15% | 49 |
|
|
2023
Q4 | – | Sell |
-5,067
| Closed | -$270K | – | 49 |
|
|
2023
Q3 | $270K | Buy |
+5,067
| New | +$270K | 0.15% | 50 |
|