Mitchell & Pahl Private 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
Q2
$840K Hold
7,953
0.37% 97
2025
Q1
$637K Sell
7,953
-26
-0.3% -$2.08K 0.3% 110
2024
Q4
$630K Sell
7,979
-85
-1% -$6.71K 0.29% 112
2024
Q3
$626K Sell
8,064
-93
-1% -$7.22K 0.29% 119
2024
Q2
$542K Sell
8,157
-24
-0.3% -$1.6K 0.29% 118
2024
Q1
$534K Sell
8,181
-79
-1% -$5.16K 0.28% 121
2023
Q4
$476K Hold
8,260
0.27% 122
2023
Q3
$440K Sell
8,260
-44
-0.5% -$2.34K 0.26% 123
2023
Q2
$566K Sell
8,304
-2
-0% -$136 0.34% 102
2023
Q1
$500K Sell
8,306
-41
-0.5% -$2.47K 0.31% 107
2022
Q4
$534K Sell
8,347
-944
-10% -$60.4K 0.35% 102
2022
Q3
$457K Sell
9,291
-323
-3% -$15.9K 0.34% 101
2022
Q2
$460K Sell
9,614
-880
-8% -$42.1K 0.32% 101
2022
Q1
$688K Sell
10,494
-244
-2% -$16K 0.44% 82
2021
Q4
$873K Sell
10,738
-409
-4% -$33.3K 0.56% 60
2021
Q3
$759K Sell
11,147
-102
-0.9% -$6.95K 0.55% 65
2021
Q2
$772K Sell
11,249
-99
-0.9% -$6.79K 0.55% 65
2021
Q1
$677K Sell
11,348
-31
-0.3% -$1.85K 0.52% 67
2020
Q4
$530K Buy
+11,379
New +$530K 0.45% 78