Summit Trail Advisors’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.62M Buy
2025
Q2
$2.97M Buy
2025
Q1
$1.3M Buy
2024
Q4
$462K Buy
2024
Q3
$366K Buy
2024
Q2
$248K Buy
2024
Q1
$233K Buy
2023
Q4
Sell
2023
Q3
$200K Sell
2023
Q2
$322K Buy
2019
Q1
Sell
2018
Q4
$216K Sell
2018
Q3
$472K Buy
2018
Q2
$391K Sell
2018
Q1
$708K Buy
2017
Q4
$975K Buy