HCR Wealth Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Sell |
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|
2025
Q2 | $1.71M | Hold |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $935K | Buy |
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|
2023
Q3 | $853K | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $972K | Hold |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $795K | Hold |
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|
2022
Q2 | $774K | Hold |
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|
2022
Q1 | $1.05M | Hold |
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|
2021
Q4 | $1.3M | Hold |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $950K | Sell |
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|
2020
Q4 | $759K | Hold |
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|
2020
Q3 | $666K | Hold |
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|
2020
Q2 | $552K | Hold |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $735K | Buy |
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|
2019
Q3 | $776K | Sell |
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|
2019
Q2 | $746K | Hold |
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|
2019
Q1 | $667K | Buy |
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|
2018
Q4 | $533K | Buy |
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|
2018
Q3 | $576K | Hold |
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|
2018
Q2 | $592K | Hold |
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|
2018
Q1 | $623K | Sell |
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|
2017
Q4 | $675K | Hold |
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|
2017
Q3 | $713K | Hold |
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|
2017
Q2 | $768K | Hold |
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|
2017
Q1 | $746K | Hold |
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|
2016
Q4 | $729K | Buy |
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