IWA
Icon Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
2,583
-42
| -2% | -$4.44K | 0.02% | 322 |
|
|
2025
Q1 | $210K | Sell |
2,625
-166
| -6% | -$13.3K | 0.02% | 344 |
|
|
2024
Q4 | $220K | Buy |
2,791
+3
| +0.1% | +$237 | 0.02% | 356 |
|
|
2024
Q3 | $216K | Sell |
2,788
-10
| -0.4% | -$776 | 0.02% | 343 |
|
|
2024
Q2 | $200K | Sell |
2,798
-483
| -15% | -$34.6K | 0.02% | 332 |
|
|
2024
Q1 | $214K | Sell |
3,281
-8,056
| -71% | -$526K | 0.02% | 326 |
|
|
2023
Q4 | $653K | Buy |
+11,337
| New | +$653K | 0.07% | 158 |
|
|
2022
Q4 | $289K | Buy |
4,513
+634
| +16% | +$40.6K | 0.03% | 255 |
|
|
2022
Q3 | $191K | Buy |
+3,879
| New | +$191K | 0.02% | 301 |
|