IWA
IVC 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 | $394K | Sell |
3,728
-340
| -8% | -$35.9K | 0.19% | 99 |
|
|
2025
Q1 | $326K | Sell |
4,068
-141
| -3% | -$11.3K | 0.18% | 116 |
|
|
2024
Q4 | $332K | Sell |
4,209
-122
| -3% | -$9.63K | 0.19% | 109 |
|
|
2024
Q3 | $336K | Sell |
4,331
-22
| -0.5% | -$1.71K | 0.18% | 110 |
|
|
2024
Q2 | $289K | Buy |
4,353
+38
| +0.9% | +$2.53K | 0.16% | 122 |
|
|
2024
Q1 | $282K | Buy |
4,315
+676
| +19% | +$44.2K | 0.16% | 129 |
|
|
2023
Q4 | $210K | Sell |
3,639
-292
| -7% | -$16.8K | 0.13% | 148 |
|
|
2023
Q3 | $209K | Hold |
3,931
| – | – | 0.14% | 134 |
|
|
2023
Q2 | $268K | Sell |
3,931
-107
| -3% | -$7.29K | 0.17% | 118 |
|
|
2023
Q1 | $243K | Sell |
4,038
-43
| -1% | -$2.59K | 0.17% | 120 |
|
|
2022
Q4 | $261K | Buy |
+4,081
| New | +$261K | 0.19% | 119 |
|