Caliber Wealth Management (Utah)’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $2.48M | Buy |
12,105
+357
| +3% | +$73.3K | 1.32% | 33 |
|
2023
Q4 | $2.46M | Buy |
11,748
+352
| +3% | +$73.8K | 1.45% | 29 |
|
2023
Q3 | $2.11M | Buy |
11,396
+1,401
| +14% | +$259K | 1.42% | 29 |
|
2023
Q2 | $2.07M | Buy |
9,995
+553
| +6% | +$115K | 1.39% | 32 |
|
2023
Q1 | $1.8M | Buy |
9,442
+2,433
| +35% | +$465K | 1.35% | 36 |
|
2022
Q4 | $1.5M | Sell |
7,009
-2,239
| -24% | -$480K | 1.15% | 38 |
|
2022
Q3 | $1.54M | Buy |
9,248
+1,049
| +13% | +$175K | 1.22% | 38 |
|
2022
Q2 | $1.43M | Buy |
+8,199
| New | +$1.43M | 1.11% | 42 |
|