CM Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,389
| Closed | -$667K | – | 118 |
|
|
2024
Q1 | $667K | Buy |
+3,389
| New | +$667K | 0.19% | 58 |
|
|
2023
Q3 | – | Sell |
-2,740
| Closed | -$535K | – | 117 |
|
|
2023
Q2 | $535K | Sell |
2,740
-2,090
| -43% | -$408K | 0.18% | 62 |
|
|
2023
Q1 | $922K | Buy |
+4,830
| New | +$922K | 0.18% | 173 |
|