Concurrent Investment Advisors’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.64M Buy
37,100
+5,945
+19% +$1.38M 0.17% 131
2025
Q1
$6.6M Buy
31,155
+9,087
+41% +$1.92M 0.16% 134
2024
Q4
$4.98M Buy
22,068
+1,924
+10% +$435K 0.13% 158
2024
Q3
$4.16M Buy
20,144
+2,605
+15% +$538K 0.12% 174
2024
Q2
$3.75M Buy
17,539
+6,196
+55% +$1.32M 0.12% 173
2024
Q1
$2.33M Sell
11,343
-2,733
-19% -$561K 0.09% 220
2023
Q4
$2.95M Buy
+14,076
New +$2.95M 0.14% 160