WAOTB
Wealth Advisors of Tampa Bay’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55,333
| Closed | -$3.19M | – | 83 |
|
|
2023
Q4 | $3.19M | Sell |
55,333
-54,485
| -50% | -$3.14M | 1.6% | 28 |
|
|
2023
Q3 | $5.84M | Buy |
109,818
+55,971
| +104% | +$2.98M | 1.61% | 26 |
|
|
2023
Q2 | $3.67M | Buy |
53,847
+35
| +0.1% | +$2.39K | 2.01% | 19 |
|
|
2023
Q1 | $3.24M | Buy |
53,812
+90
| +0.2% | +$5.42K | 1.85% | 21 |
|
|
2022
Q4 | $3.44M | Sell |
53,722
-25
| -0% | -$1.6K | 2.13% | 17 |
|
|
2022
Q3 | $2.65M | Sell |
53,747
-53,193
| -50% | -$2.62M | 1.81% | 23 |
|
|
2022
Q2 | $5.12M | Buy |
106,940
+7,710
| +8% | +$369K | 1.58% | 30 |
|
|
2022
Q1 | $6.51M | Buy |
99,230
+9,706
| +11% | +$636K | 1.76% | 24 |
|
|
2021
Q4 | $7.28M | Buy |
89,524
+44,987
| +101% | +$3.66M | 1.79% | 18 |
|
|
2021
Q3 | $3.03M | Sell |
44,537
-3,232
| -7% | -$220K | 1.67% | 24 |
|
|
2021
Q2 | $3.28M | Sell |
47,769
-1,109
| -2% | -$76.1K | 1.82% | 21 |
|
|
2021
Q1 | $2.92M | Sell |
48,878
-10,000
| -17% | -$597K | 1.73% | 20 |
|
|
2020
Q4 | $2.74M | Sell |
58,878
-320
| -0.5% | -$14.9K | 1.91% | 20 |
|
|
2020
Q3 | $2.42M | Sell |
59,198
-958
| -2% | -$39.1K | 1.8% | 23 |
|
|
2020
Q2 | $2.05M | Buy |
60,156
+2,143
| +4% | +$73.2K | 1.71% | 28 |
|
|
2020
Q1 | $1.56M | Buy |
58,013
+801
| +1% | +$21.6K | 1.75% | 24 |
|
|
2019
Q4 | $2.33M | Sell |
57,212
-680
| -1% | -$27.7K | 2.15% | 18 |
|
|
2019
Q3 | $2.54M | Sell |
57,892
-10,467
| -15% | -$459K | 2.11% | 20 |
|
|
2019
Q2 | $2.82M | Sell |
68,359
-2,004
| -3% | -$82.8K | 2.05% | 20 |
|
|
2019
Q1 | $2.6M | Sell |
70,363
-1,730
| -2% | -$63.9K | 1.89% | 22 |
|
|
2018
Q4 | $2.14M | Buy |
72,093
+2,051
| +3% | +$60.8K | 1.74% | 27 |
|
|
2018
Q3 | $2.46M | Buy |
70,042
+586
| +0.8% | +$20.5K | 1.72% | 26 |
|
|
2018
Q2 | $2.31M | Buy |
69,456
+4,055
| +6% | +$135K | 1.76% | 25 |
|
|
2018
Q1 | $2.31M | Buy |
65,401
+1,670
| +3% | +$59K | 1.67% | 28 |
|
|
2017
Q4 | $2.49M | Buy |
+63,731
| New | +$2.49M | 1.71% | 27 |
|