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