SOA 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 | $27.1K | Buy |
10,146
+725
| +8% | +$1.94K | 0.01% | 455 |
|
|
2025
Q1 | $22.2K | Buy |
9,421
+9,259
| +5,715% | +$21.9K | ﹤0.01% | 455 |
|
|
2024
Q4 | $12.8K | Hold |
162
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $12.6K | Hold |
162
| – | – | ﹤0.01% | 512 |
|
|
2024
Q2 | $10.8K | Hold |
162
| – | – | ﹤0.01% | 529 |
|
|
2024
Q1 | $10.6K | Hold |
162
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $9.34K | Sell |
162
-268
| -62% | -$15.4K | ﹤0.01% | 536 |
|
|
2023
Q3 | $22.9K | Hold |
430
| – | – | 0.01% | 395 |
|
|
2023
Q2 | $29.3K | Hold |
430
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $25.9K | Hold |
430
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $27.5K | Sell |
430
-2
| -0.5% | -$128 | 0.01% | 357 |
|
|
2022
Q3 | $21K | Sell |
432
-12
| -3% | -$583 | 0.01% | 380 |
|
|
2022
Q2 | $21K | Sell |
444
-42
| -9% | -$1.99K | 0.01% | 378 |
|
|
2022
Q1 | $31K | Hold |
486
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $39K | Hold |
486
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $33K | Hold |
486
| – | – | 0.01% | 371 |
|
|
2021
Q2 | $33K | Buy |
486
+37
| +8% | +$2.51K | 0.01% | 370 |
|
|
2021
Q1 | $26K | Buy |
449
+19
| +4% | +$1.1K | 0.01% | 355 |
|
|
2020
Q4 | $22K | Buy |
+430
| New | +$22K | 0.01% | 386 |
|