Heritage 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
$17.6K Hold
2025
Q2
$16.9K Hold
2025
Q1
$12.8K Hold
2024
Q4
$12.6K Buy
2021
Q3
Sell
2021
Q2
$961 Sell
2021
Q1
$345K Sell
2020
Q4
$270K Buy
2020
Q3
$235K Hold
2020
Q2
$197K Hold
2020
Q1
$155K Hold
2019
Q4
$234K Hold
2019
Q3
$252K Hold
2019
Q2
$238K Sell
2019
Q1
$217K Hold
2018
Q4
$173K Buy