IAA
Independent Advisor Alliance’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
21,840
+11,483
| +111% | +$1.21M | 0.07% | 251 |
|
|
2025
Q1 | $830K | Buy |
10,357
+1,903
| +23% | +$152K | 0.03% | 404 |
|
|
2024
Q4 | $667K | Buy |
8,454
+2,725
| +48% | +$215K | 0.01% | 851 |
|
|
2024
Q3 | $445K | Sell |
5,729
-11,529
| -67% | -$895K | 0.02% | 480 |
|
|
2024
Q2 | $1.15M | Buy |
17,258
+11,930
| +224% | +$793K | 0.04% | 299 |
|
|
2024
Q1 | $348K | Buy |
5,328
+282
| +6% | +$18.4K | 0.01% | 537 |
|
|
2023
Q4 | $291K | Sell |
5,046
-282
| -5% | -$16.3K | 0.01% | 554 |
|
|
2023
Q3 | $284K | Buy |
5,328
+330
| +7% | +$17.6K | 0.01% | 527 |
|
|
2023
Q2 | $341K | Buy |
4,998
+16
| +0.3% | +$1.09K | 0.02% | 506 |
|
|
2023
Q1 | $300K | Buy |
+4,982
| New | +$300K | 0.01% | 516 |
|
|
2022
Q4 | – | Sell |
-4,657
| Closed | -$229K | – | 521 |
|
|
2022
Q3 | $229K | Buy |
4,657
+173
| +4% | +$8.51K | 0.01% | 550 |
|
|
2022
Q2 | $215K | Sell |
4,484
-21,240
| -83% | -$1.02M | 0.01% | 560 |
|
|
2022
Q1 | $1.69M | Sell |
25,724
-1,338
| -5% | -$87.7K | 0.08% | 207 |
|
|
2021
Q4 | $2.2M | Buy |
27,062
+3,916
| +17% | +$318K | 0.11% | 154 |
|
|
2021
Q3 | $1.58M | Sell |
23,146
-1,813
| -7% | -$123K | 0.09% | 185 |
|
|
2021
Q2 | $1.71M | Buy |
24,959
+319
| +1% | +$21.9K | 0.09% | 185 |
|
|
2021
Q1 | $1.47M | Buy |
+24,640
| New | +$1.47M | 0.09% | 190 |
|
|
2020
Q2 | – | Sell |
-9,985
| Closed | -$269K | – | 506 |
|
|
2020
Q1 | $269K | Buy |
9,985
+4,572
| +84% | +$123K | 0.04% | 300 |
|
|
2019
Q4 | $220K | Buy |
5,413
+553
| +11% | +$22.5K | 0.01% | 792 |
|
|
2019
Q3 | $213K | Sell |
4,860
-13,226
| -73% | -$580K | 0.03% | 407 |
|
|
2019
Q2 | $747K | Buy |
18,086
+12,195
| +207% | +$504K | 0.11% | 176 |
|
|
2019
Q1 | $218K | Sell |
5,891
-1,254
| -18% | -$46.4K | 0.03% | 385 |
|
|
2018
Q4 | $212K | Sell |
7,145
-2,069
| -22% | -$61.4K | 0.04% | 358 |
|
|
2018
Q3 | $234K | Sell |
9,214
-950
| -9% | -$24.1K | 0.04% | 300 |
|
|
2018
Q2 | $254K | Sell |
10,164
-4,643
| -31% | -$116K | 0.05% | 269 |
|
|
2018
Q1 | $497K | Buy |
14,807
+2,682
| +22% | +$90K | 0.11% | 189 |
|
|
2017
Q4 | $472K | Buy |
12,125
+3,983
| +49% | +$155K | 0.11% | 184 |
|
|
2017
Q3 | $331K | Buy |
8,142
+239
| +3% | +$9.72K | 0.09% | 199 |
|
|
2017
Q2 | $343K | Sell |
7,903
-1,220
| -13% | -$53K | 0.11% | 178 |
|
|
2017
Q1 | $374K | Sell |
9,123
-6,171
| -40% | -$253K | 0.06% | 266 |
|
|
2016
Q4 | $656K | Buy |
+15,294
| New | +$656K | 0.28% | 95 |
|