SWM
Scissortail Wealth Management’s Johnson Controls International JCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.73M | Buy |
63,674
+1,770
| +3% | +$187K | 1.62% | 20 |
|
2025
Q1 | $4.96M | Sell |
61,904
-22
| -0% | -$1.76K | 1.27% | 26 |
|
2024
Q4 | $4.89M | Buy |
61,926
+61,544
| +16,111% | +$4.86M | 1.25% | 27 |
|
2024
Q3 | $4.85M | Sell |
382
-60,558
| -99% | -$769M | 1.17% | 31 |
|
2024
Q2 | $4.05M | Buy |
60,940
+294
| +0.5% | +$19.5K | 1.03% | 33 |
|
2024
Q1 | $3.96M | Sell |
60,646
-9,474
| -14% | -$619K | 1.05% | 35 |
|
2023
Q4 | $3.97M | Buy |
+70,120
| New | +$3.97M | 1.26% | 24 |
|
2023
Q3 | – | Sell |
-56,438
| Closed | -$3.92M | – | 52 |
|
2023
Q2 | $3.92M | Buy |
+56,438
| New | +$3.92M | 3.22% | 12 |
|