EP Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
2025
Q1
$977K Buy
2024
Q4
$940K Buy
2024
Q3
$896K Buy
2024
Q2
$648K Sell
2024
Q1
$641K Sell
2023
Q4
$588K Sell
2023
Q3
$752K Sell
2023
Q2
$1.3M Buy
2023
Q1
$1.91M Sell
2022
Q4
$1.33M Sell
2022
Q3
$1.08M Sell
2022
Q2
$1.11M Sell
2022
Q1
$1.68M Sell
2021
Q4
$2.23M Sell
2021
Q3
$1.96M Sell
2021
Q2
$2.14M Buy
2021
Q1
$1.71M Sell
2020
Q4
$1.46M Sell
2020
Q3
$1.44M Sell
2020
Q2
$1.43M Sell
2020
Q1
$1.48M Sell
2019
Q4
$2.61M Sell
2019
Q3
$3.21M Buy
2019
Q2
$2.98M Buy