Golden State Equity Partners’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 | $442K | Buy |
4,186
+447
| +12% | +$47.2K | 0.08% | 266 |
|
|
2025
Q1 | $300K | Buy |
3,739
+441
| +13% | +$35.3K | 0.06% | 338 |
|
|
2024
Q4 | $260K | Buy |
3,298
+915
| +38% | +$72.2K | 0.05% | 359 |
|
|
2024
Q3 | $185K | Sell |
2,383
-11,388
| -83% | -$884K | 0.1% | 195 |
|
|
2024
Q2 | $915K | Buy |
+13,771
| New | +$915K | 0.19% | 123 |
|
|
2023
Q4 | $832K | Buy |
+14,434
| New | +$832K | 0.2% | 119 |
|
|
2022
Q1 | – | Sell |
-11,841
| Closed | -$963K | – | 210 |
|
|
2021
Q4 | $963K | Sell |
11,841
-212
| -2% | -$17.2K | 0.49% | 50 |
|
|
2021
Q3 | $821K | Sell |
12,053
-1,396
| -10% | -$95.1K | 0.33% | 69 |
|
|
2021
Q2 | $923K | Buy |
13,449
+13
| +0.1% | +$892 | 0.36% | 68 |
|
|
2021
Q1 | $802K | Buy |
13,436
+466
| +4% | +$27.8K | 0.46% | 64 |
|
|
2020
Q4 | $604K | Buy |
+12,970
| New | +$604K | 0.42% | 71 |
|