LWA
Lineweaver 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 | $2.37M | Sell |
22,474
-3,143
| -12% | -$332K | 0.38% | 51 |
|
2025
Q1 | $2.05M | Buy |
25,617
+1,157
| +5% | +$92.7K | 0.35% | 54 |
|
2024
Q4 | $1.93M | Buy |
24,460
+1,641
| +7% | +$130K | 0.36% | 57 |
|
2024
Q3 | $1.77M | Buy |
22,819
+990
| +5% | +$76.8K | 0.34% | 58 |
|
2024
Q2 | $1.45M | Buy |
21,829
+1,112
| +5% | +$73.9K | 0.3% | 61 |
|
2024
Q1 | $1.35M | Buy |
20,717
+1,471
| +8% | +$96.1K | 0.32% | 62 |
|
2023
Q4 | $1.11M | Buy |
19,246
+10,431
| +118% | +$601K | 0.29% | 71 |
|
2023
Q3 | $469K | Buy |
+8,815
| New | +$469K | 0.14% | 97 |
|