HB 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 | $3.47M | Sell |
32,816
-1,313
| -4% | -$139K | 0.03% | 269 |
|
|
2025
Q1 | $2.73M | Buy |
34,129
+7,023
| +26% | +$563K | 0.02% | 315 |
|
|
2024
Q4 | $2.14M | Buy |
27,106
+3,996
| +17% | +$316K | 0.02% | 272 |
|
|
2024
Q3 | $1.79M | Buy |
23,110
+1,156
| +5% | +$89.7K | 0.02% | 294 |
|
|
2024
Q2 | $1.46M | Buy |
21,954
+4,882
| +29% | +$325K | 0.02% | 302 |
|
|
2024
Q1 | $1.12M | Buy |
17,072
+4,539
| +36% | +$296K | 0.01% | 334 |
|
|
2023
Q4 | $722K | Buy |
12,533
+5,943
| +90% | +$343K | 0.01% | 374 |
|
|
2023
Q3 | $351K | Sell |
6,590
-1,266
| -16% | -$67.4K | 0.01% | 528 |
|
|
2023
Q2 | $535K | Buy |
7,856
+754
| +11% | +$51.4K | 0.01% | 398 |
|
|
2023
Q1 | $428K | Buy |
7,102
+568
| +9% | +$34.2K | 0.01% | 451 |
|
|
2022
Q4 | $418K | Buy |
6,534
+1,702
| +35% | +$109K | 0.01% | 435 |
|
|
2022
Q3 | $238K | Buy |
+4,832
| New | +$238K | 0.01% | 495 |
|