Golden State Wealth 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 | $175K | Buy |
1,654
+817
| +98% | +$86.3K | 0.02% | 381 |
|
2025
Q1 | $67.1K | Buy |
837
+29
| +4% | +$2.32K | 0.01% | 529 |
|
2024
Q4 | $63.8K | Buy |
+808
| New | +$63.8K | 0.01% | 532 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 443 |
|
2020
Q2 | – | Sell |
-617
| Closed | -$17K | – | 560 |
|
2020
Q1 | $17K | Buy |
+617
| New | +$17K | 0.01% | 529 |
|
2019
Q4 | – | Sell |
-615
| Closed | -$27K | – | 511 |
|
2019
Q3 | $27K | Buy |
615
+2
| +0.3% | +$88 | 0.01% | 563 |
|
2019
Q2 | $25K | Buy |
613
+1
| +0.2% | +$41 | 0.01% | 580 |
|
2019
Q1 | $23K | Buy |
+612
| New | +$23K | 0.01% | 590 |
|