SWA
Sax 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 | $1.43M | Buy |
13,512
+765
| +6% | +$80.8K | 0.09% | 130 |
|
|
2025
Q1 | $1.02M | Buy |
12,747
+3,261
| +34% | +$261K | 0.07% | 138 |
|
|
2024
Q4 | $749K | Buy |
9,486
+1,057
| +13% | +$83.4K | 0.06% | 149 |
|
|
2024
Q3 | $654K | Buy |
8,429
+1,946
| +30% | +$151K | 0.06% | 131 |
|
|
2024
Q2 | $431K | Buy |
+6,483
| New | +$431K | 0.04% | 162 |
|