MA
Montag & Associates’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74K | Buy |
+89
| New | +$9.74K | ﹤0.01% | 744 |
|
|
2024
Q3 | – | Sell |
-405
| Closed | -$27.1K | – | 1041 |
|
|
2024
Q2 | $27.1K | Buy |
405
+311
| +331% | +$20.8K | ﹤0.01% | 677 |
|
|
2024
Q1 | $6.18K | Buy |
+94
| New | +$6.18K | ﹤0.01% | 802 |
|
|
2022
Q3 | – | Sell |
-95
| Closed | -$5K | – | 880 |
|
|
2022
Q2 | $5K | Sell |
95
-535
| -85% | -$28.2K | ﹤0.01% | 745 |
|
|
2022
Q1 | $41K | Hold |
630
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $51K | Buy |
630
+535
| +563% | +$43.3K | ﹤0.01% | 565 |
|
|
2021
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 762 |
|
|
2021
Q2 | $7K | Hold |
95
| – | – | ﹤0.01% | 754 |
|
|
2021
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 759 |
|
|
2020
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 752 |
|
|
2013
Q4 | – | Sell |
-50,700
| Closed | -$2.1M | – | 231 |
|
|
2013
Q3 | $2.1M | Buy |
+50,700
| New | +$2.1M | 0.39% | 80 |
|