HWMO
Heritage Wealth Management (Ohio)’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
11,971
-173
| -1% | -$18.3K | 0.41% | 67 |
|
|
2025
Q1 | $973K | Buy |
12,144
+1,260
| +12% | +$101K | 0.33% | 78 |
|
|
2024
Q4 | $859K | Hold |
10,884
| – | – | 0.29% | 89 |
|
|
2024
Q3 | $845K | Buy |
10,884
+260
| +2% | +$20.2K | 0.28% | 94 |
|
|
2024
Q2 | $710K | Buy |
+10,624
| New | +$710K | 0.24% | 106 |
|