Institute for Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
4,901
| – | – | 0.06% | 305 |
|
|
2025
Q1 | $393K | Sell |
4,901
-23
| -0.5% | -$1.84K | 0.05% | 347 |
|
|
2024
Q4 | $389K | Hold |
4,924
| – | – | 0.05% | 340 |
|
|
2024
Q3 | $382K | Hold |
4,924
| – | – | 0.05% | 356 |
|
|
2024
Q2 | $327K | Buy |
4,924
+16
| +0.3% | +$1.06K | 0.04% | 373 |
|
|
2024
Q1 | $321K | Sell |
4,908
-14
| -0.3% | -$914 | 0.04% | 373 |
|
|
2023
Q4 | $284K | Hold |
4,922
| – | – | 0.05% | 377 |
|
|
2023
Q3 | $262K | Hold |
4,922
| – | – | 0.05% | 369 |
|
|
2023
Q2 | $335K | Sell |
4,922
-53
| -1% | -$3.61K | 0.06% | 333 |
|
|
2023
Q1 | $300K | Sell |
4,975
-63
| -1% | -$3.79K | 0.06% | 348 |
|
|
2022
Q4 | $322K | Sell |
5,038
-173
| -3% | -$11.1K | 0.07% | 331 |
|
|
2022
Q3 | $256K | Hold |
5,211
| – | – | 0.06% | 368 |
|
|
2022
Q2 | $250K | Hold |
5,211
| – | – | 0.05% | 440 |
|
|
2022
Q1 | $342K | Hold |
5,211
| – | – | 0.06% | 383 |
|
|
2021
Q4 | $424K | Buy |
5,211
+279
| +6% | +$22.7K | 0.07% | 309 |
|
|
2021
Q3 | $336K | Hold |
4,932
| – | – | 0.06% | 341 |
|
|
2021
Q2 | $338K | Hold |
4,932
| – | – | 0.06% | 341 |
|
|
2021
Q1 | $294K | Sell |
4,932
-97
| -2% | -$5.78K | 0.06% | 363 |
|
|
2020
Q4 | $234K | Buy |
+5,029
| New | +$234K | 0.05% | 393 |
|
|
2019
Q4 | – | Sell |
-4,805
| Closed | -$211K | – | 691 |
|
|
2019
Q3 | $211K | Sell |
4,805
-110
| -2% | -$4.83K | 0.05% | 385 |
|
|
2019
Q2 | $203K | Buy |
+4,915
| New | +$203K | 0.04% | 434 |
|
|
2019
Q1 | – | Sell |
-9,470
| Closed | -$281K | – | 457 |
|
|
2018
Q4 | $281K | Sell |
9,470
-1,784
| -16% | -$52.9K | 0.12% | 205 |
|
|
2018
Q3 | $402K | Buy |
11,254
+57
| +0.5% | +$2.04K | 0.14% | 177 |
|
|
2018
Q2 | $377K | Sell |
11,197
-122
| -1% | -$4.11K | 0.12% | 184 |
|
|
2018
Q1 | $385K | Buy |
+11,319
| New | +$385K | 0.11% | 214 |
|