Sage Mountain Advisors’s Johnson Controls International JCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Sell
6,707
-331
-5% -$35K 0.05% 189
2025
Q1
$564K Sell
7,038
-362
-5% -$29K 0.04% 204
2024
Q4
$584K Buy
7,400
+315
+4% +$24.9K 0.04% 183
2024
Q3
$550K Buy
7,085
+2,833
+67% +$220K 0.05% 186
2024
Q2
$283K Buy
+4,252
New +$283K 0.03% 264