EWM
Evercore Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
3,304
| – | – | 0.01% | 324 |
|
|
2025
Q1 | $265K | Sell |
3,304
-2
| -0.1% | -$160 | ﹤0.01% | 353 |
|
|
2024
Q4 | $261K | Buy |
3,306
+2
| +0.1% | +$158 | ﹤0.01% | 359 |
|
|
2024
Q3 | $256K | Sell |
3,304
-186
| -5% | -$14.4K | ﹤0.01% | 365 |
|
|
2024
Q2 | $232K | Sell |
3,490
-12
| -0.3% | -$798 | ﹤0.01% | 374 |
|
|
2024
Q1 | $229K | Sell |
3,502
-60
| -2% | -$3.92K | ﹤0.01% | 384 |
|
|
2023
Q4 | $205K | Buy |
+3,562
| New | +$205K | ﹤0.01% | 405 |
|
|
2023
Q3 | – | Sell |
-3,270
| Closed | -$223K | – | 422 |
|
|
2023
Q2 | $223K | Buy |
+3,270
| New | +$223K | ﹤0.01% | 382 |
|
|
2023
Q1 | – | Sell |
-3,306
| Closed | -$212K | – | 412 |
|
|
2022
Q4 | $212K | Buy |
+3,306
| New | +$212K | ﹤0.01% | 383 |
|
|
2022
Q2 | – | Sell |
-3,305
| Closed | -$217K | – | 413 |
|
|
2022
Q1 | $217K | Hold |
3,305
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $269K | Hold |
3,305
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $225K | Hold |
3,305
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $227K | Sell |
3,305
-132
| -4% | -$9.07K | ﹤0.01% | 407 |
|
|
2021
Q1 | $205K | Buy |
+3,437
| New | +$205K | ﹤0.01% | 417 |
|
|
2018
Q4 | – | Sell |
-5,980
| Closed | -$209K | – | 397 |
|
|
2018
Q3 | $209K | Hold |
5,980
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $200K | Buy |
+5,980
| New | +$200K | 0.01% | 392 |
|
|
2018
Q1 | – | Sell |
-3,214
| Closed | -$123K | – | 579 |
|
|
2017
Q4 | $123K | Hold |
3,214
| – | – | ﹤0.01% | 431 |
|
|
2017
Q3 | $129K | Sell |
3,214
-703
| -18% | -$28.2K | 0.01% | 421 |
|
|
2017
Q2 | $170K | Hold |
3,917
| – | – | 0.01% | 383 |
|
|
2017
Q1 | $165K | Sell |
3,917
-902
| -19% | -$38K | 0.01% | 399 |
|
|
2016
Q4 | $198K | Sell |
4,819
-266
| -5% | -$10.9K | 0.01% | 369 |
|
|
2016
Q3 | $237K | Buy |
5,085
+2,010
| +65% | +$93.7K | 0.01% | 343 |
|
|
2016
Q2 | $136K | Buy |
3,075
+1,059
| +53% | +$46.8K | 0.01% | 419 |
|
|
2016
Q1 | $79K | Sell |
2,016
-1,933
| -49% | -$75.7K | ﹤0.01% | 495 |
|
|
2015
Q4 | $156K | Buy |
3,949
+1,150
| +41% | +$45.4K | 0.01% | 418 |
|
|
2015
Q3 | $115K | Hold |
2,799
| – | – | 0.01% | 467 |
|
|
2015
Q2 | $139K | Sell |
2,799
-260
| -8% | -$12.9K | 0.01% | 479 |
|
|
2015
Q1 | $154K | Sell |
3,059
-260
| -8% | -$13.1K | 0.01% | 462 |
|
|
2014
Q4 | $162K | Buy |
3,319
+320
| +11% | +$15.6K | 0.01% | 393 |
|
|
2014
Q3 | $131K | Hold |
2,999
| – | – | 0.01% | 468 |
|
|
2014
Q2 | $149K | Buy |
2,999
+400
| +15% | +$19.9K | 0.01% | 442 |
|
|
2014
Q1 | $123K | Buy |
2,599
+100
| +4% | +$4.73K | 0.01% | 445 |
|
|
2013
Q4 | $128K | Sell |
2,499
-107
| -4% | -$5.48K | 0.01% | 422 |
|
|
2013
Q3 | $107K | Buy |
2,606
+169
| +7% | +$6.94K | 0.01% | 478 |
|
|
2013
Q2 | $88K | Buy |
+2,437
| New | +$88K | 0.01% | 503 |
|