Lyell Wealth Management’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Hold
2025
Q2
$1.05M Buy
2025
Q1
$269K Hold
2024
Q4
$265K Buy
2023
Q2
Sell
2023
Q1
$317K Hold
2022
Q4
$337K Sell
2022
Q3
$261K Hold
2022
Q2
$256K Buy
2022
Q1
$350K Buy
2017
Q3
Sell
2017
Q2
$200K Buy