Weatherly Asset Management’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
$470K Hold
4,443
0.04% 134
2025
Q1
$357K Hold
4,443
0.03% 144
2024
Q4
$351K Sell
4,443
-474
-10% -$37.5K 0.03% 146
2024
Q3
$383K Buy
+4,917
New +$383K 0.03% 140