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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

JCI holding history

Johnson Controls International plc in every 13F filed by Moser Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JCI overviewAll 13F holders of JCIFull Q2 2025 holdings

Shares (Q2 2025)
18,616
Value
$1.97M
% of portfolio
0.9%
Quarters held
17
Since Q1 2021
Holdings of JCI by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202518,616$1.97M0.9%00.0%UnchangedHolders
Q1 202518,616$1.49M0.8%+425+2.3%AddedHolders
Q4 202418,191$1.44M0.7%−722−3.8%ReducedHolders
Q3 202418,913$1.47M0.8%−265−1.4%ReducedHolders
Q2 202419,178$1.27M0.7%−50.0%ReducedHolders
Q1 202419,183$1.25M0.7%+700+3.8%AddedHolders
Q4 202318,483$1.07M0.7%−173−0.9%ReducedHolders
Q3 202318,656$992.7K0.7%−270−1.4%ReducedHolders
Q2 202318,926$1.29M0.9%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202219,542$1.25M0.9%−200−1.0%ReducedHolders
Q3 202219,742$972.0K0.8%−284−1.4%ReducedHolders
Q2 202220,026$959.0K0.7%+386+2.0%AddedHolders
Q1 202219,640$1.29M0.8%+2,205+12.6%AddedHolders
Q4 202117,435$1.42M0.9%+200+1.2%AddedHolders
Q3 202117,235$1.17M0.8%+400+2.4%AddedHolders
Q2 202116,835$1.16M0.7%+700+4.3%AddedHolders
Q1 202116,135$963.0K0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.