One Wealth Advisors’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 | $453K | Hold |
4,287
| – | – | 0.06% | 165 |
|
2025
Q1 | $344K | Buy |
+4,287
| New | +$344K | 0.05% | 191 |
|
2023
Q1 | – | Sell |
-747
| Closed | -$47.8K | – | 409 |
|
2022
Q4 | $47.8K | Buy |
+747
| New | +$47.8K | 0.01% | 420 |
|
2022
Q2 | – | Sell |
-4,009
| Closed | -$263K | – | 201 |
|
2022
Q1 | $263K | Buy |
4,009
+295
| +8% | +$19.4K | 0.06% | 166 |
|
2021
Q4 | $302K | Sell |
3,714
-252
| -6% | -$20.5K | 0.08% | 132 |
|
2021
Q3 | $270K | Buy |
3,966
+47
| +1% | +$3.2K | 0.08% | 164 |
|
2021
Q2 | $269K | Sell |
3,919
-6
| -0.2% | -$412 | 0.09% | 138 |
|
2021
Q1 | $234K | Buy |
+3,925
| New | +$234K | 0.09% | 132 |
|