Widmann Financial Services’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 | $928K | Sell |
8,784
-150
| -2% | -$15.8K | 0.65% | 47 |
|
|
2025
Q1 | $716K | Buy |
8,934
+901
| +11% | +$72.2K | 0.56% | 52 |
|
|
2024
Q4 | $634K | Buy |
8,033
+361
| +5% | +$28.5K | 0.49% | 51 |
|
|
2024
Q3 | $595K | Buy |
7,672
+1,080
| +16% | +$83.8K | 0.45% | 54 |
|
|
2024
Q2 | $438K | Buy |
6,592
+2,185
| +50% | +$145K | 0.36% | 56 |
|
|
2024
Q1 | $288K | Buy |
+4,407
| New | +$288K | 0.24% | 75 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$1K | – | 268 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 433 |
|