United Capital Financial 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 | $2.67M | Sell |
25,320
-263
| -1% | -$27.8K | 0.02% | 388 |
|
|
2025
Q1 | $2.05M | Sell |
25,583
-198
| -0.8% | -$15.9K | 0.02% | 422 |
|
|
2024
Q4 | $2.03M | Sell |
25,781
-449
| -2% | -$35.4K | 0.02% | 410 |
|
|
2024
Q3 | $2.04M | Buy |
26,230
+871
| +3% | +$67.6K | 0.02% | 410 |
|
|
2024
Q2 | $1.69M | Sell |
25,359
-301
| -1% | -$20K | 0.01% | 434 |
|
|
2024
Q1 | $1.68M | Buy |
25,660
+517
| +2% | +$33.8K | 0.01% | 459 |
|
|
2023
Q4 | $1.45M | Buy |
+25,143
| New | +$1.45M | 0.01% | 481 |
|
|
2023
Q3 | – | Sell |
-4,368
| Closed | -$298K | – | 873 |
|
|
2023
Q2 | $298K | Sell |
4,368
-43
| -1% | -$2.93K | ﹤0.01% | 770 |
|
|
2023
Q1 | $266K | Sell |
4,411
-1,621
| -27% | -$97.6K | ﹤0.01% | 850 |
|
|
2022
Q4 | $386K | Buy |
6,032
+1,166
| +24% | +$74.6K | ﹤0.01% | 808 |
|
|
2022
Q3 | $240K | Sell |
4,866
-762
| -14% | -$37.6K | ﹤0.01% | 968 |
|
|
2022
Q2 | $269K | Sell |
5,628
-766
| -12% | -$36.6K | ﹤0.01% | 972 |
|
|
2022
Q1 | $419K | Sell |
6,394
-64
| -1% | -$4.19K | ﹤0.01% | 886 |
|
|
2021
Q4 | $525K | Buy |
6,458
+713
| +12% | +$58K | ﹤0.01% | 840 |
|
|
2021
Q3 | $391K | Sell |
5,745
-7,254
| -56% | -$494K | ﹤0.01% | 925 |
|
|
2021
Q2 | $892K | Sell |
12,999
-154
| -1% | -$10.6K | ﹤0.01% | 724 |
|
|
2021
Q1 | $785K | Buy |
13,153
+1,440
| +12% | +$85.9K | ﹤0.01% | 732 |
|
|
2020
Q4 | $546K | Buy |
11,713
+1,486
| +15% | +$69.3K | ﹤0.01% | 822 |
|
|
2020
Q3 | $418K | Buy |
10,227
+143
| +1% | +$5.85K | ﹤0.01% | 871 |
|
|
2020
Q2 | $344K | Sell |
10,084
-484
| -5% | -$16.5K | ﹤0.01% | 966 |
|
|
2020
Q1 | $285K | Sell |
10,568
-19,694
| -65% | -$531K | ﹤0.01% | 980 |
|
|
2019
Q4 | $1.23M | Sell |
30,262
-685
| -2% | -$27.9K | 0.01% | 705 |
|
|
2019
Q3 | $1.36M | Sell |
30,947
-21,344
| -41% | -$937K | 0.01% | 658 |
|
|
2019
Q2 | $2.16M | Buy |
52,291
+13,515
| +35% | +$558K | 0.01% | 596 |
|
|
2019
Q1 | $1.43M | Buy |
38,776
+22,156
| +133% | +$818K | 0.01% | 674 |
|
|
2018
Q4 | $493K | Sell |
16,620
-37
| -0.2% | -$1.1K | ﹤0.01% | 922 |
|
|
2018
Q3 | $583K | Sell |
16,657
-37,787
| -69% | -$1.32M | ﹤0.01% | 931 |
|
|
2018
Q2 | $1.82M | Sell |
54,444
-7,773
| -12% | -$260K | 0.01% | 613 |
|
|
2018
Q1 | $2.19M | Buy |
62,217
+37,752
| +154% | +$1.33M | 0.02% | 565 |
|
|
2017
Q4 | $932K | Sell |
24,465
-9,639
| -28% | -$367K | 0.01% | 797 |
|
|
2017
Q3 | $1.37M | Buy |
34,104
+3,051
| +10% | +$123K | 0.01% | 686 |
|
|
2017
Q2 | $1.35M | Buy |
31,053
+4,139
| +15% | +$179K | 0.01% | 681 |
|
|
2017
Q1 | $1.13M | Buy |
26,914
+3,736
| +16% | +$157K | 0.01% | 708 |
|
|
2016
Q4 | $955K | Buy |
23,178
+6,932
| +43% | +$286K | 0.01% | 768 |
|
|
2016
Q3 | $756K | Buy |
16,246
+5,260
| +48% | +$245K | 0.01% | 849 |
|
|
2016
Q2 | $506K | Buy |
10,986
+148
| +1% | +$6.82K | 0.01% | 913 |
|
|
2016
Q1 | $442K | Sell |
10,838
-1,370
| -11% | -$55.9K | ﹤0.01% | 910 |
|
|
2015
Q4 | $505K | Sell |
12,208
-1,262
| -9% | -$52.2K | 0.01% | 881 |
|
|
2015
Q3 | $583K | Buy |
13,470
+300
| +2% | +$13K | 0.01% | 842 |
|
|
2015
Q2 | $683K | Sell |
13,170
-4,217
| -24% | -$219K | 0.01% | 815 |
|
|
2015
Q1 | $917K | Buy |
17,387
+11,386
| +190% | +$601K | 0.01% | 742 |
|
|
2014
Q4 | $304K | Buy |
6,001
+505
| +9% | +$25.6K | ﹤0.01% | 955 |
|
|
2014
Q3 | $253K | Buy |
+5,496
| New | +$253K | ﹤0.01% | 973 |
|
|
2014
Q2 | – | Sell |
-6,682
| Closed | -$331K | – | 876 |
|
|
2014
Q1 | $331K | Buy |
+6,682
| New | +$331K | 0.01% | 755 |
|
|
2013
Q4 | – | Sell |
-8,562
| Closed | -$372K | – | 709 |
|
|
2013
Q3 | $372K | Buy |
+8,562
| New | +$372K | 0.01% | 512 |
|