PWA
Phoenix 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 | $3.21M | Sell |
30,424
-1,956
| -6% | -$207K | 1.35% | 19 |
|
|
2025
Q1 | $2.59M | Sell |
32,380
-1,167
| -3% | -$93.5K | 1.13% | 29 |
|
|
2024
Q4 | $2.65M | Sell |
33,547
-1,238
| -4% | -$97.7K | 1.15% | 26 |
|
|
2024
Q3 | $2.7M | Sell |
34,785
-466
| -1% | -$36.2K | 1.25% | 26 |
|
|
2024
Q2 | $2.34M | Sell |
35,251
-922
| -3% | -$61.3K | 1.18% | 29 |
|
|
2024
Q1 | $2.36M | Buy |
36,173
+1,609
| +5% | +$105K | 1.44% | 28 |
|
|
2023
Q4 | $1.97M | Sell |
34,564
-553
| -2% | -$31.6K | 1.37% | 28 |
|
|
2023
Q3 | $1.87M | Sell |
35,117
-625
| -2% | -$33.3K | 1.1% | 29 |
|
|
2023
Q2 | $2.44M | Buy |
+35,742
| New | +$2.44M | 1.42% | 19 |
|