HWMG
Hurlow Wealth Management Group’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
8,122
+2
| +0% | +$211 | 0.24% | 43 |
|
|
2025
Q1 | $650K | Hold |
8,120
| – | – | 0.2% | 46 |
|
|
2024
Q4 | $641K | Buy |
8,120
+3
| +0% | +$237 | 0.2% | 49 |
|
|
2024
Q3 | $630K | Buy |
8,117
+2
| +0% | +$155 | 0.2% | 52 |
|
|
2024
Q2 | $539K | Sell |
8,115
-16
| -0.2% | -$1.06K | 0.19% | 57 |
|
|
2024
Q1 | $531K | Buy |
8,131
+20
| +0.2% | +$1.31K | 0.19% | 60 |
|
|
2023
Q4 | $468K | Buy |
8,111
+2
| +0% | +$115 | 0.18% | 64 |
|
|
2023
Q3 | $431K | Sell |
8,109
-5
| -0.1% | -$266 | 0.19% | 68 |
|
|
2023
Q2 | $553K | Buy |
8,114
+3
| +0% | +$204 | 0.24% | 53 |
|
|
2023
Q1 | $488K | Sell |
8,111
-3
| -0% | -$181 | 0.23% | 56 |
|
|
2022
Q4 | $519K | Buy |
8,114
+18
| +0.2% | +$1.15K | 0.27% | 50 |
|
|
2022
Q3 | $398K | Hold |
8,096
| – | – | 0.23% | 60 |
|
|
2022
Q2 | $388K | Hold |
8,096
| – | – | 0.22% | 59 |
|
|
2022
Q1 | $531K | Sell |
8,096
-542
| -6% | -$35.5K | 0.33% | 49 |
|
|
2021
Q4 | $430K | Buy |
8,638
+542
| +7% | +$27K | 0.34% | 52 |
|
|
2021
Q3 | $551K | Hold |
8,096
| – | – | 0.33% | 45 |
|
|
2021
Q2 | $556K | Sell |
8,096
-57
| -0.7% | -$3.92K | 0.37% | 45 |
|
|
2021
Q1 | $486K | Sell |
8,153
-485
| -6% | -$28.9K | 0.35% | 52 |
|
|
2020
Q4 | $402K | Sell |
8,638
-112
| -1% | -$5.21K | 0.32% | 57 |
|
|
2020
Q3 | $357K | Sell |
8,750
-71
| -0.8% | -$2.9K | 0.33% | 57 |
|
|
2020
Q2 | $300K | Hold |
8,821
| – | – | 0.29% | 64 |
|
|
2020
Q1 | $257K | Hold |
8,821
| – | – | 0.28% | 74 |
|
|
2019
Q4 | $361K | Hold |
8,821
| – | – | 0.35% | 64 |
|
|
2019
Q3 | $373K | Sell |
8,821
-125
| -1% | -$5.29K | 0.4% | 60 |
|
|
2019
Q2 | $375K | Sell |
8,946
-62
| -0.7% | -$2.6K | 0.39% | 56 |
|
|
2019
Q1 | $338K | Sell |
9,008
-553
| -6% | -$20.8K | 0.36% | 64 |
|
|
2018
Q4 | $313K | Buy |
+9,561
| New | +$313K | 0.38% | 64 |
|