Number of Shares
2,314.00
Current Holdings Value*
$244,410.00
% of Portfolio
0.15%
Total Estimate Gain
$62,539.56
% of Total Estimate Gain
20.16%

DEFINED WEALTH MANAGEMENT, LLC's Johnson Controls International PLC Holding Summary

As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 2,314.00 shares of Johnson Controls International PLC(JCI), totaling $244,410.00. This investment constitutes 0.15% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Johnson Controls International PLC(JCI) stock.

The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 1 purchases of JCI, at an average price of $68.79, for a total of 4,510.00 shares. In addition, there have been 1 sales at an average price of $54.94 for 2,196.00 shares. Based on historical transaction data and JCI's current price of $108.96, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his JCI holdings is $62,539.56, reflecting a 20.16% gain to date.

DEFINED WEALTH MANAGEMENT, LLC JCI ($108.96) Holding Chart

DEFINED WEALTH MANAGEMENT, LLC JCI ($108.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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