SWA
SFMG 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 | $444K | Buy |
4,200
+1,287
| +44% | +$136K | 0.03% | 167 |
|
|
2025
Q1 | $233K | Buy |
2,913
+125
| +4% | +$10K | 0.02% | 238 |
|
|
2024
Q4 | $220K | Buy |
2,788
+84
| +3% | +$6.63K | 0.02% | 239 |
|
|
2024
Q3 | $210K | Buy |
+2,704
| New | +$210K | 0.02% | 244 |
|
|
2018
Q2 | – | Sell |
-17,680
| Closed | -$623K | – | 158 |
|
|
2018
Q1 | $623K | Buy |
17,680
+270
| +2% | +$9.51K | 0.11% | 62 |
|
|
2017
Q4 | $663K | Buy |
+17,410
| New | +$663K | 0.11% | 62 |
|