WIA
Wetzel Investment Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
3,315
-257
| -7% | -$27.2K | 0.16% | 84 |
|
|
2025
Q1 | $287K | Sell |
3,572
-103
| -3% | -$8.29K | 0.14% | 99 |
|
|
2024
Q4 | $291K | Sell |
3,675
-39
| -1% | -$3.09K | 0.14% | 96 |
|
|
2024
Q3 | $290K | Buy |
3,714
+414
| +13% | +$32.3K | 0.15% | 97 |
|
|
2024
Q2 | $216K | Hold |
3,300
| – | – | 0.12% | 109 |
|
|
2024
Q1 | $210K | Buy |
3,300
+537
| +19% | +$34.2K | 0.12% | 110 |
|
|
2023
Q4 | $159K | Buy |
+2,763
| New | +$159K | 0.1% | 130 |
|