U.S. Capital Wealth Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $713K | Buy |
6,753
+293
| +5% | +$30.9K | 0.02% | 513 |
|
2025
Q1 | $518K | Buy |
6,460
+764
| +13% | +$61.2K | 0.02% | 580 |
|
2024
Q4 | $450K | Buy |
5,696
+409
| +8% | +$32.3K | 0.01% | 584 |
|
2024
Q3 | $410K | Buy |
5,287
+11
| +0.2% | +$854 | 0.01% | 522 |
|
2024
Q2 | $351K | Buy |
+5,276
| New | +$351K | 0.01% | 538 |
|
2023
Q4 | – | Sell |
-5,026
| Closed | -$267K | – | 680 |
|
2023
Q3 | $267K | Buy |
5,026
+658
| +15% | +$35K | 0.01% | 547 |
|
2023
Q2 | $298K | Buy |
+4,368
| New | +$298K | 0.01% | 533 |
|
2023
Q1 | – | Sell |
-808
| Closed | -$51.7K | – | 1092 |
|
2022
Q4 | $51.7K | Buy |
+808
| New | +$51.7K | ﹤0.01% | 877 |
|