EFS
Essex Financial Services’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
6,221
+7
| +0.1% | +$739 | 0.04% | 352 |
|
|
2025
Q1 | $498K | Buy |
6,214
+441
| +8% | +$35.3K | 0.04% | 381 |
|
|
2024
Q4 | $456K | Sell |
5,773
-272
| -4% | -$21.5K | 0.03% | 396 |
|
|
2024
Q3 | $463K | Sell |
6,045
-1,108
| -15% | -$84.9K | 0.03% | 393 |
|
|
2024
Q2 | $485K | Buy |
7,153
+1,482
| +26% | +$100K | 0.04% | 379 |
|
|
2024
Q1 | $370K | Buy |
5,671
+44
| +0.8% | +$2.87K | 0.03% | 384 |
|
|
2023
Q4 | $324K | Sell |
5,627
-60
| -1% | -$3.46K | 0.03% | 382 |
|
|
2023
Q3 | $303K | Sell |
5,687
-24
| -0.4% | -$1.28K | 0.04% | 370 |
|
|
2023
Q2 | $389K | Sell |
5,711
-28
| -0.5% | -$1.91K | 0.04% | 319 |
|
|
2023
Q1 | $346K | Sell |
5,739
-84
| -1% | -$5.06K | 0.04% | 350 |
|
|
2022
Q4 | $372K | Sell |
5,823
-2
| -0% | -$128 | 0.04% | 331 |
|
|
2022
Q3 | $287K | Sell |
5,825
-24
| -0.4% | -$1.18K | 0.03% | 349 |
|
|
2022
Q2 | $280K | Buy |
5,849
+79
| +1% | +$3.78K | 0.03% | 371 |
|
|
2022
Q1 | $378K | Sell |
5,770
-1
| -0% | -$66 | 0.04% | 325 |
|
|
2021
Q4 | $469K | Sell |
5,771
-135
| -2% | -$11K | 0.05% | 295 |
|
|
2021
Q3 | $402K | Buy |
5,906
+1,539
| +35% | +$105K | 0.05% | 297 |
|
|
2021
Q2 | $261K | Hold |
4,367
| – | – | 0.04% | 359 |
|
|
2021
Q1 | $261K | Buy |
+4,367
| New | +$261K | 0.05% | 292 |
|
|
2016
Q3 | – | Sell |
-5,856
| Closed | -$259K | – | 313 |
|
|
2016
Q2 | $259K | Buy |
5,856
+2
| +0% | +$88 | 0.06% | 256 |
|
|
2016
Q1 | $228K | Sell |
5,854
-1,873
| -24% | -$72.9K | 0.06% | 268 |
|
|
2015
Q4 | $305K | Buy |
7,727
+908
| +13% | +$35.8K | 0.07% | 229 |
|
|
2015
Q3 | $282K | Buy |
6,819
+150
| +2% | +$6.2K | 0.07% | 244 |
|
|
2015
Q2 | $330K | Sell |
6,669
-287
| -4% | -$14.2K | 0.09% | 225 |
|
|
2015
Q1 | $351K | Buy |
+6,956
| New | +$351K | 0.09% | 217 |
|