Forum Financial Management’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $949K | Buy |
8,983
+5
| +0.1% | +$528 | 0.01% | 224 |
|
2025
Q1 | $719K | Sell |
8,978
-13
| -0.1% | -$1.04K | 0.01% | 265 |
|
2024
Q4 | $710K | Buy |
8,991
+23
| +0.3% | +$1.82K | 0.01% | 274 |
|
2024
Q3 | $696K | Sell |
8,968
-44
| -0.5% | -$3.42K | 0.01% | 244 |
|
2024
Q2 | $599K | Buy |
9,012
+121
| +1% | +$8.04K | 0.01% | 259 |
|
2024
Q1 | $581K | Sell |
8,891
-598
| -6% | -$39.1K | 0.01% | 280 |
|
2023
Q4 | $547K | Buy |
9,489
+832
| +10% | +$48K | 0.01% | 271 |
|
2023
Q3 | $461K | Buy |
8,657
+6
| +0.1% | +$319 | 0.01% | 300 |
|
2023
Q2 | $589K | Sell |
8,651
-66
| -0.8% | -$4.5K | 0.01% | 257 |
|
2023
Q1 | $525K | Buy |
8,717
+277
| +3% | +$16.7K | 0.02% | 253 |
|
2022
Q4 | $540K | Sell |
8,440
-136
| -2% | -$8.7K | 0.02% | 237 |
|
2022
Q3 | $422K | Hold |
8,576
| – | – | 0.02% | 258 |
|
2022
Q2 | $411K | Buy |
8,576
+1,372
| +19% | +$65.8K | 0.02% | 267 |
|
2022
Q1 | $472K | Sell |
7,204
-366
| -5% | -$24K | 0.02% | 251 |
|
2021
Q4 | $616K | Buy |
+7,570
| New | +$616K | 0.03% | 203 |
|