Wealthspire Advisors (New York)’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 | $328K | Buy |
3,103
+86
| +3% | +$9.08K | ﹤0.01% | 647 |
|
|
2025
Q1 | $242K | Sell |
3,017
-157
| -5% | -$12.6K | ﹤0.01% | 697 |
|
|
2024
Q4 | $251K | Sell |
3,174
-489
| -13% | -$38.6K | ﹤0.01% | 685 |
|
|
2024
Q3 | $284K | Buy |
3,663
+322
| +10% | +$25K | ﹤0.01% | 631 |
|
|
2024
Q2 | $222K | Sell |
3,341
-551
| -14% | -$36.6K | ﹤0.01% | 603 |
|
|
2024
Q1 | $254K | Sell |
3,892
-616
| -14% | -$40.2K | ﹤0.01% | 551 |
|
|
2023
Q4 | $260K | Sell |
4,508
-87
| -2% | -$5.02K | ﹤0.01% | 559 |
|
|
2023
Q3 | $244K | Buy |
4,595
+1,481
| +48% | +$78.8K | ﹤0.01% | 522 |
|
|
2023
Q2 | $212K | Buy |
+3,114
| New | +$212K | ﹤0.01% | 517 |
|
|
2023
Q1 | – | Sell |
-5,126
| Closed | -$328K | – | 567 |
|
|
2022
Q4 | $328K | Buy |
+5,126
| New | +$328K | 0.01% | 439 |
|
|
2022
Q1 | – | Sell |
-2,867
| Closed | -$233K | – | 494 |
|
|
2021
Q4 | $233K | Sell |
2,867
-4,991
| -64% | -$406K | 0.01% | 489 |
|
|
2021
Q3 | $535K | Buy |
+7,858
| New | +$535K | 0.01% | 342 |
|
|
2021
Q2 | – | Sell |
-4,316
| Closed | -$258K | – | 523 |
|
|
2021
Q1 | $258K | Buy |
+4,316
| New | +$258K | 0.01% | 602 |
|
|
2020
Q2 | – | Sell |
-9,580
| Closed | -$258K | – | 415 |
|
|
2020
Q1 | $258K | Buy |
+9,580
| New | +$258K | 0.01% | 422 |
|
|
2019
Q1 | – | Sell |
-668
| Closed | -$20K | – | 432 |
|
|
2018
Q4 | $20K | Buy |
+668
| New | +$20K | ﹤0.01% | 337 |
|