EverSource Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
6,829
+2,909
| +74% | +$307K | 0.03% | 356 |
|
|
2025
Q1 | $314K | Buy |
3,920
+1,879
| +92% | +$151K | 0.02% | 509 |
|
|
2024
Q4 | $161K | Buy |
2,041
+238
| +13% | +$18.8K | 0.01% | 736 |
|
|
2024
Q3 | $140K | Buy |
1,803
+188
| +12% | +$14.6K | 0.01% | 681 |
|
|
2024
Q2 | $116K | Buy |
1,615
+638
| +65% | +$45.6K | 0.01% | 742 |
|
|
2024
Q1 | $63.6K | Buy |
977
+492
| +101% | +$32K | 0.01% | 879 |
|
|
2023
Q4 | $28K | Buy |
485
+70
| +17% | +$4.04K | ﹤0.01% | 1104 |
|
|
2023
Q3 | $22.1K | Buy |
415
+25
| +6% | +$1.33K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $26.6K | Buy |
390
+79
| +25% | +$5.38K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $18.7K | Sell |
311
-71
| -19% | -$4.28K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $24.4K | Buy |
382
+28
| +8% | +$1.79K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $17K | Buy |
354
+224
| +172% | +$10.8K | ﹤0.01% | 958 |
|
|
2022
Q2 | $6K | Buy |
130
+31
| +31% | +$1.43K | ﹤0.01% | 1201 |
|
|
2022
Q1 | $6K | Buy |
99
+1
| +1% | +$61 | ﹤0.01% | 1182 |
|
|
2021
Q4 | $8K | Buy |
+98
| New | +$8K | ﹤0.01% | 1053 |
|