Marcum Wealth’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
Q1 | $301K | Sell |
3,762
-174
| -4% | -$13.9K | 0.03% | 278 |
|
|
2024
Q4 | $311K | Buy |
3,936
+101
| +3% | +$7.97K | 0.03% | 276 |
|
|
2024
Q3 | $298K | Buy |
3,835
+119
| +3% | +$9.24K | 0.03% | 287 |
|
|
2024
Q2 | $247K | Buy |
3,716
+624
| +20% | +$41.5K | 0.02% | 308 |
|
|
2024
Q1 | $202K | Sell |
3,092
-1,414
| -31% | -$92.4K | 0.02% | 344 |
|
|
2023
Q4 | $260K | Sell |
4,506
-398
| -8% | -$22.9K | 0.03% | 285 |
|
|
2023
Q3 | $261K | Buy |
4,904
+287
| +6% | +$15.3K | 0.03% | 269 |
|
|
2023
Q2 | $315K | Sell |
4,617
-132
| -3% | -$8.99K | 0.04% | 236 |
|
|
2023
Q1 | $286K | Sell |
4,749
-50
| -1% | -$3.01K | 0.04% | 254 |
|
|
2022
Q4 | $307K | Sell |
4,799
-82
| -2% | -$5.25K | 0.04% | 237 |
|
|
2022
Q3 | $240K | Sell |
4,881
-54
| -1% | -$2.66K | 0.04% | 268 |
|
|
2022
Q2 | $236K | Buy |
4,935
+133
| +3% | +$6.36K | 0.04% | 270 |
|
|
2022
Q1 | $315K | Buy |
4,802
+133
| +3% | +$8.72K | 0.04% | 236 |
|
|
2021
Q4 | $380K | Sell |
4,669
-11
| -0.2% | -$895 | 0.05% | 205 |
|
|
2021
Q3 | $319K | Sell |
4,680
-664
| -12% | -$45.3K | 0.05% | 229 |
|
|
2021
Q2 | $367K | Sell |
5,344
-368
| -6% | -$25.3K | 0.06% | 188 |
|
|
2021
Q1 | $341K | Buy |
+5,712
| New | +$341K | 0.06% | 204 |
|