Evercore Wealth Management’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 | $349K | Hold |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $209K | Hold |
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|
2018
Q2 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $123K | Hold |
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|
2017
Q3 | $129K | Sell |
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|
2017
Q2 | $170K | Hold |
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|
2017
Q1 | $165K | Sell |
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|
2016
Q4 | $198K | Sell |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $136K | Buy |
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|
2016
Q1 | $79K | Sell |
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|
2015
Q4 | $156K | Buy |
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|
2015
Q3 | $115K | Hold |
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|
2015
Q2 | $139K | Sell |
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|
2015
Q1 | $154K | Sell |
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|
2014
Q4 | $162K | Buy |
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|
2014
Q3 | $131K | Hold |
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|
2014
Q2 | $149K | Buy |
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|
2014
Q1 | $123K | Buy |
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|
2013
Q4 | $128K | Sell |
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|
2013
Q3 | $107K | Buy |
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|
2013
Q2 | $88K | Buy |
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