Zimmermann Investment Management & Planning’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,732
Closed -$445K 67
2024
Q3
$445K Sell
5,732
-326
-5% -$25.3K 0.14% 90
2024
Q2
$403K Sell
6,058
-5,273
-47% -$350K 0.13% 92
2024
Q1
$740K Buy
11,331
+5,238
+86% +$342K 0.27% 69
2023
Q4
$351K Buy
+6,093
New +$351K 0.14% 89