Dynamic Advisor Solutions’s Johnson Controls International JCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
5,180
-807
-13% -$85.2K 0.02% 585
2025
Q1
$480K Buy
5,987
+1,096
+22% +$87.8K 0.02% 592
2024
Q4
$386K Sell
4,891
-139
-3% -$11K 0.02% 479
2024
Q3
$390K Sell
5,030
-37
-0.7% -$2.87K 0.01% 672
2024
Q2
$337K Sell
5,067
-670
-12% -$44.5K 0.01% 730
2024
Q1
$375K Sell
5,737
-3
-0.1% -$196 0.01% 686
2023
Q4
$328K Sell
5,740
-310
-5% -$17.7K 0.01% 687
2023
Q3
$322K Buy
6,050
+1,338
+28% +$71.2K 0.02% 640
2023
Q2
$321K Buy
+4,712
New +$321K 0.02% 614
2017
Q4
Sell
-10,942
Closed -$441K 255
2017
Q3
$441K Buy
+10,942
New +$441K 0.17% 151