Lyell Wealth Management’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 | $1.05M | Buy |
9,962
+6,599
| +196% | +$697K | 0.08% | 122 |
|
|
2025
Q1 | $269K | Hold |
3,363
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $265K | Buy |
+3,363
| New | +$265K | 0.02% | 180 |
|
|
2023
Q2 | – | Sell |
-5,272
| Closed | -$317K | – | 191 |
|
|
2023
Q1 | $317K | Hold |
5,272
| – | – | 0.04% | 162 |
|
|
2022
Q4 | $337K | Sell |
5,272
-40
| -0.8% | -$2.56K | 0.05% | 159 |
|
|
2022
Q3 | $261K | Hold |
5,312
| – | – | 0.04% | 164 |
|
|
2022
Q2 | $256K | Buy |
5,312
+5
| +0.1% | +$241 | 0.04% | 166 |
|
|
2022
Q1 | $350K | Buy |
+5,307
| New | +$350K | 0.05% | 158 |
|
|
2017
Q3 | – | Sell |
-4,575
| Closed | -$200K | – | 108 |
|
|
2017
Q2 | $200K | Buy |
+4,575
| New | +$200K | 0.1% | 97 |
|