Horizon Family Wealth’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,373
| Closed | -$350K | – | 77 |
|
|
2025
Q1 | $350K | Buy |
4,373
+433
| +11% | +$34.7K | 0.23% | 53 |
|
|
2024
Q4 | $311K | Buy |
3,940
+27
| +0.7% | +$2.13K | 0.21% | 65 |
|
|
2024
Q3 | $304K | Buy |
3,913
+101
| +3% | +$7.84K | 0.22% | 63 |
|
|
2024
Q2 | $253K | Buy |
3,812
+17
| +0.4% | +$1.13K | 0.19% | 68 |
|
|
2024
Q1 | $248K | Buy |
+3,795
| New | +$248K | 0.19% | 65 |
|