Empirical Wealth Management’s Johnson Controls International JCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-17,757
| Closed | -$1.4M | – | 678 |
|
2024
Q4 | $1.4M | Buy |
+17,757
| New | +$1.4M | 0.04% | 238 |
|
2022
Q1 | – | Sell |
-3,981
| Closed | -$324K | – | 523 |
|
2021
Q4 | $324K | Buy |
3,981
+183
| +5% | +$14.9K | 0.02% | 407 |
|
2021
Q3 | $259K | Buy |
+3,798
| New | +$259K | 0.01% | 399 |
|