Waverly 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
Q2 | $1.06M | Buy |
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|
2025
Q1 | $757K | Sell |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $316K | Hold |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $367K | Hold |
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|
2017
Q2 | $395K | Hold |
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|
2017
Q1 | $384K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $15K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $7K | Buy |
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|
2013
Q3 | $1K | Buy |
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