MWA
Moser Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Hold |
18,616
| – | – | 0.94% | 25 |
|
|
2025
Q1 | $1.49M | Buy |
18,616
+425
| +2% | +$34K | 0.78% | 30 |
|
|
2024
Q4 | $1.44M | Sell |
18,191
-722
| -4% | -$57K | 0.75% | 31 |
|
|
2024
Q3 | $1.47M | Sell |
18,913
-265
| -1% | -$20.6K | 0.76% | 35 |
|
|
2024
Q2 | $1.27M | Sell |
19,178
-5
| -0% | -$332 | 0.69% | 36 |
|
|
2024
Q1 | $1.25M | Buy |
19,183
+700
| +4% | +$45.7K | 0.7% | 36 |
|
|
2023
Q4 | $1.07M | Sell |
18,483
-173
| -0.9% | -$9.97K | 0.68% | 36 |
|
|
2023
Q3 | $993K | Sell |
18,656
-270
| -1% | -$14.4K | 0.7% | 34 |
|
|
2023
Q2 | $1.29M | Buy |
+18,926
| New | +$1.29M | 0.87% | 31 |
|
|
2022
Q4 | $1.25M | Sell |
19,542
-200
| -1% | -$12.8K | 0.94% | 30 |
|
|
2022
Q3 | $972K | Sell |
19,742
-284
| -1% | -$14K | 0.76% | 34 |
|
|
2022
Q2 | $959K | Buy |
20,026
+386
| +2% | +$18.5K | 0.71% | 36 |
|
|
2022
Q1 | $1.29M | Buy |
19,640
+2,205
| +13% | +$145K | 0.81% | 30 |
|
|
2021
Q4 | $1.42M | Buy |
17,435
+200
| +1% | +$16.3K | 0.86% | 28 |
|
|
2021
Q3 | $1.17M | Buy |
17,235
+400
| +2% | +$27.2K | 0.75% | 32 |
|
|
2021
Q2 | $1.16M | Buy |
16,835
+700
| +4% | +$48K | 0.74% | 33 |
|
|
2021
Q1 | $963K | Buy |
16,135
+340
| +2% | +$20.3K | 0.68% | 37 |
|
|
2020
Q4 | $736K | Buy |
15,795
+100
| +0.6% | +$4.66K | 0.54% | 41 |
|
|
2020
Q3 | $641K | Buy |
+15,695
| New | +$641K | 0.51% | 41 |
|