Integrated Wealth Concepts’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 | $1.8M | Buy |
17,084
+8,607
| +102% | +$909K | 0.02% | 649 |
|
|
2025
Q1 | $679K | Sell |
8,477
-1,365
| -14% | -$109K | 0.01% | 1010 |
|
|
2024
Q4 | $777K | Buy |
9,842
+1,713
| +21% | +$135K | 0.01% | 932 |
|
|
2024
Q3 | $631K | Sell |
8,129
-6,580
| -45% | -$511K | 0.01% | 989 |
|
|
2024
Q2 | $978K | Buy |
14,709
+5,189
| +55% | +$345K | 0.01% | 772 |
|
|
2024
Q1 | $622K | Buy |
9,520
+1,736
| +22% | +$113K | 0.01% | 950 |
|
|
2023
Q4 | $449K | Sell |
7,784
-1,625
| -17% | -$93.7K | 0.01% | 1044 |
|
|
2023
Q3 | $501K | Buy |
9,409
+14
| +0.1% | +$745 | 0.01% | 981 |
|
|
2023
Q2 | $640K | Buy |
9,395
+5,006
| +114% | +$341K | 0.01% | 877 |
|
|
2023
Q1 | $264K | Buy |
+4,389
| New | +$264K | 0.01% | 1110 |
|
|
2022
Q3 | – | Sell |
-4,741
| Closed | -$227K | – | 980 |
|
|
2022
Q2 | $227K | Buy |
4,741
+1,680
| +55% | +$80.4K | 0.01% | 846 |
|
|
2022
Q1 | $201K | Buy |
3,061
+573
| +23% | +$37.6K | 0.01% | 886 |
|
|
2021
Q4 | $202K | Buy |
+2,488
| New | +$202K | 0.01% | 938 |
|