Heritage Trust’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 | $350K | Sell |
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|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $2.91M | Buy |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.11M | Hold |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $558K | Buy |
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