Winch Advisory Services’s Johnson Controls International JCI Stock Holding History

Winch Advisory Services’s Portfolio JCI Stock Details JCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.4K	Sell	411 -121	-23%	-$12.8K	0.01%	172
2025 Q1	$42.6K	Buy	532 +3	+0.6%	+$240	0.01%	166
2024 Q4	$41.8K	Buy	529 +2	+0.4%	+$158	0.01%	167
2024 Q3	$40.9K	Buy	527 +3	+0.6%	+$233	0.01%	169
2024 Q2	$34.8K	Buy	524 +3	+0.6%	+$199	0.01%	175
2024 Q1	$34K	Buy	521 +4	+0.8%	+$261	0.01%	176
2023 Q4	$29.8K	Buy	517 +3	+0.6%	+$173	0.01%	180
2023 Q3	$27K	Buy	514 +3	+0.6%	+$158	0.01%	178
2023 Q2	$35K	Buy	511 +3	+0.6%	+$205	0.01%	153
2023 Q1	$31K	Buy	508 +3	+0.6%	+$183	0.01%	156
2022 Q4	$32K	Buy	505 +3	+0.6%	+$190	0.01%	148
2022 Q3	$25K	Sell	502 -29	-5%	-$1.44K	0.01%	152
2022 Q2	$25K	Sell	531 -1	-0.2%	-$47	0.01%	159
2022 Q1	$35K	Buy	532 +1	+0.2%	+$66	0.01%	158
2021 Q4	$43K	Hold	531	–	–	0.01%	138
2021 Q3	$36K	Buy	531 +1	+0.2%	+$68	0.01%	153
2021 Q2	$36K	Buy	530 +1	+0.2%	+$68	0.01%	149
2021 Q1	$32K	Hold	529	–	–	0.01%	147
2020 Q4	$25K	Buy	529 +68	+15%	+$3.21K	0.01%	139
2020 Q3	$19K	Buy	461 +1	+0.2%	+$41	0.01%	149
2020 Q2	$16K	Buy	460 +1	+0.2%	+$35	0.01%	156
2020 Q1	$12K	Buy	459 +321	+233%	+$8.39K	0.01%	157
2019 Q4	$6K	Buy	138 +1	+0.7%	+$43	﹤0.01%	244
2019 Q3	$6K	Sell	137 -92	-40%	-$4.03K	﹤0.01%	228
2019 Q2	$9K	Buy	229 +94	+70%	+$3.69K	﹤0.01%	210
2019 Q1	$5K	Buy	135 +1	+0.7%	+$37	﹤0.01%	246
2018 Q4	$4K	Buy	134 +1	+0.8%	+$30	﹤0.01%	243
2018 Q3	$5K	Buy	133 +1	+0.8%	+$38	﹤0.01%	230
2018 Q2	$4K	Buy	132 +1	+0.8%	+$30	﹤0.01%	247
2018 Q1	$5K	Buy	131 +66	+102%	+$2.52K	﹤0.01%	227
2017 Q4	$2K	Buy	65 +1	+2%	+$31	﹤0.01%	262
2017 Q3	$3K	Hold	64	–	–	﹤0.01%	230
2017 Q2	$3K	Buy	64 +1	+2%	+$47	﹤0.01%	239
2017 Q1	$3K	Hold	63	–	–	﹤0.01%	225
2016 Q4	$3K	Hold	63	–	–	﹤0.01%	208
2016 Q3	$3K	Buy	+63	New	+$3K	﹤0.01%	218
2014 Q3	–	Sell	-418	Closed	-$22K	–	249
2014 Q2	$22K	Buy	418 +2	+0.5%	+$105	0.01%	123
2014 Q1	$21K	Buy	+416	New	+$21K	0.01%	134