JFS Wealth Advisors’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 | $25.9K | Sell |
245
-399
| -62% | -$42.1K | ﹤0.01% | 607 |
|
|
2025
Q1 | $51.6K | Buy |
644
+423
| +191% | +$33.9K | ﹤0.01% | 463 |
|
|
2024
Q4 | $17.4K | Buy |
221
+21
| +11% | +$1.66K | ﹤0.01% | 679 |
|
|
2024
Q3 | $15.5K | Sell |
200
-31
| -13% | -$2.41K | ﹤0.01% | 705 |
|
|
2024
Q2 | $15.4K | Sell |
231
-13
| -5% | -$864 | ﹤0.01% | 664 |
|
|
2024
Q1 | $15.9K | Sell |
244
-23
| -9% | -$1.5K | ﹤0.01% | 679 |
|
|
2023
Q4 | $15.4K | Buy |
267
+79
| +42% | +$4.55K | ﹤0.01% | 650 |
|
|
2023
Q3 | $10K | Sell |
188
-4
| -2% | -$213 | ﹤0.01% | 729 |
|
|
2023
Q2 | $13.1K | Buy |
192
+9
| +5% | +$613 | ﹤0.01% | 647 |
|
|
2023
Q1 | $11K | Sell |
183
-12
| -6% | -$723 | ﹤0.01% | 686 |
|
|
2022
Q4 | $12.5K | Buy |
195
+12
| +7% | +$768 | ﹤0.01% | 634 |
|
|
2022
Q3 | $9K | Buy |
183
+5
| +3% | +$246 | ﹤0.01% | 770 |
|
|
2022
Q2 | $9K | Buy |
178
+93
| +109% | +$4.7K | ﹤0.01% | 798 |
|
|
2022
Q1 | $6K | Buy |
85
+13
| +18% | +$918 | ﹤0.01% | 978 |
|
|
2021
Q4 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 763 |
|
|
2017
Q4 | – | Sell |
-1,250
| Closed | -$50K | – | 545 |
|
|
2017
Q3 | $50K | Buy |
+1,250
| New | +$50K | 0.01% | 245 |
|
|
2017
Q2 | – | Sell |
-153
| Closed | -$6K | – | 432 |
|
|
2017
Q1 | $6K | Hold |
153
| – | – | ﹤0.01% | 381 |
|
|
2016
Q4 | $6K | Hold |
153
| – | – | ﹤0.01% | 381 |
|
|
2016
Q3 | $7K | Sell |
153
-2,933
| -95% | -$134K | ﹤0.01% | 408 |
|
|
2016
Q2 | $143K | Sell |
3,086
-2,982
| -49% | -$138K | 0.04% | 185 |
|
|
2016
Q1 | $248K | Sell |
6,068
-871
| -13% | -$35.6K | 0.07% | 116 |
|
|
2015
Q4 | $287K | Buy |
6,939
+973
| +16% | +$40.2K | 0.08% | 111 |
|
|
2015
Q3 | $258K | Sell |
5,966
-42
| -0.7% | -$1.82K | 0.11% | 92 |
|
|
2015
Q2 | $312K | Sell |
6,008
-262
| -4% | -$13.6K | 0.16% | 69 |
|
|
2015
Q1 | $331K | Sell |
6,270
-143
| -2% | -$7.55K | 0.16% | 68 |
|
|
2014
Q4 | $325K | Buy |
6,413
+63
| +1% | +$3.19K | 0.05% | 65 |
|
|
2014
Q3 | $293K | Buy |
6,350
+9
| +0.1% | +$415 | 0.05% | 59 |
|
|
2014
Q2 | $332K | Hold |
6,341
| – | – | 0.06% | 57 |
|
|
2014
Q1 | $314K | Hold |
6,341
| – | – | 0.17% | 80 |
|
|
2013
Q4 | $341K | Sell |
6,341
-21
| -0.3% | -$1.13K | 0.15% | 86 |
|
|
2013
Q3 | $276K | Buy |
6,362
+41
| +0.6% | +$1.78K | 0.13% | 92 |
|
|
2013
Q2 | $237K | Buy |
+6,321
| New | +$237K | 0.12% | 98 |
|