Heritage Wealth Management (Ohio)’s Johnson Controls International JCI Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio JCI Stock Details JCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell
2025 Q1	$973K	Buy
2024 Q4	$859K	Hold
2024 Q3	$845K	Buy
2024 Q2	$710K	Buy