HWA

HCR Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Hold	16,211	–	–	0.2%	72
2025 Q1	$1.3M	Sell	16,211 -18	-0.1%	-$1.44K	0.17%	83
2024 Q4	$1.28M	Buy	16,229 +4	+0%	+$316	0.16%	88
2024 Q3	$1.26M	Hold	16,225	–	–	0.16%	93
2024 Q2	$1.08M	Hold	16,225	–	–	0.15%	91
2024 Q1	$1.06M	Hold	16,225	–	–	0.16%	89
2023 Q4	$935K	Buy	16,225 +185	+1%	+$10.7K	0.15%	91
2023 Q3	$853K	Hold	16,040	–	–	0.19%	84
2023 Q2	$1.09M	Hold	16,040	–	–	0.2%	78
2023 Q1	$972K	Hold	16,040	–	–	0.19%	82
2022 Q4	$1.03M	Hold	16,040	–	–	0.22%	80
2022 Q3	$795K	Hold	16,040	–	–	0.17%	90
2022 Q2	$774K	Hold	16,040	–	–	0.16%	91
2022 Q1	$1.05M	Hold	16,040	–	–	0.17%	94
2021 Q4	$1.3M	Hold	16,040	–	–	0.2%	88
2021 Q3	$1.09M	Hold	16,040	–	–	0.18%	98
2021 Q2	$1.1M	Buy	16,040 +126	+0.8%	+$8.65K	0.19%	94
2021 Q1	$950K	Sell	15,914 -382	-2%	-$22.8K	0.19%	95
2020 Q4	$759K	Hold	16,296	–	–	0.16%	96
2020 Q3	$666K	Hold	16,296	–	–	0.15%	92
2020 Q2	$552K	Hold	16,296	–	–	0.13%	90
2020 Q1	$439K	Sell	16,296 -1,770	-10%	-$47.7K	0.13%	98
2019 Q4	$735K	Buy	18,066 +382	+2%	+$15.5K	0.18%	83
2019 Q3	$776K	Sell	17,684 -382	-2%	-$16.8K	0.26%	72
2019 Q2	$746K	Hold	18,066	–	–	0.21%	83
2019 Q1	$667K	Buy	18,066 +82	+0.5%	+$3.03K	0.19%	93
2018 Q4	$533K	Buy	17,984 +300	+2%	+$8.89K	0.17%	95
2018 Q3	$576K	Hold	17,684	–	–	0.19%	93
2018 Q2	$592K	Hold	17,684	–	–	0.19%	97
2018 Q1	$623K	Sell	17,684 -20	-0.1%	-$705	0.22%	96
2017 Q4	$675K	Hold	17,704	–	–	0.24%	86
2017 Q3	$713K	Hold	17,704	–	–	0.3%	82
2017 Q2	$768K	Hold	17,704	–	–	0.38%	64
2017 Q1	$746K	Hold	17,704	–	–	0.38%	66
2016 Q4	$729K	Buy	+17,704	New	+$729K	0.39%	63