Mark Sheptoff Financial Planning’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 | $2.43K | Hold |
23
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $1.84K | Hold |
23
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $1.82K | Hold |
23
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $1.79K | Hold |
23
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $1.53K | Hold |
23
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $1.5K | Hold |
23
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $1.33K | Hold |
23
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $1.22K | Hold |
23
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $1.57K | Hold |
23
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $1.39K | Hold |
23
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $1.47K | Hold |
23
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 411 |
|
|
2018
Q2 | – | Sell |
-1,050
| Closed | -$37K | – | 376 |
|
|
2018
Q1 | $37K | Sell |
1,050
-1,095
| -51% | -$38.6K | 0.03% | 184 |
|
|
2017
Q4 | $82K | Sell |
2,145
-4,250
| -66% | -$162K | 0.05% | 152 |
|
|
2017
Q3 | $258K | Buy |
6,395
+950
| +17% | +$38.3K | 0.17% | 100 |
|
|
2017
Q2 | $236K | Buy |
5,445
+5,349
| +5,572% | +$232K | 0.16% | 101 |
|
|
2017
Q1 | $4K | Buy |
96
+1
| +1% | +$42 | ﹤0.01% | 316 |
|
|
2016
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 304 |
|
|
2016
Q3 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 302 |
|
|
2016
Q1 | – | Sell |
-95
| Closed | -$4K | – | 374 |
|
|
2015
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 312 |
|
|
2015
Q3 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 300 |
|