Curi Wealth Management’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,329
| Closed | -$908K | – | 57 |
|
|
2023
Q4 | $908K | Buy |
4,329
+212
| +5% | +$44.5K | 0.13% | 68 |
|
|
2023
Q3 | $761K | Sell |
4,117
-494
| -11% | -$91.3K | 0.12% | 70 |
|
|
2023
Q2 | $957K | Buy |
4,611
+27
| +0.6% | +$5.6K | 0.13% | 71 |
|
|
2023
Q1 | $876K | Sell |
4,584
-37
| -0.8% | -$7.07K | 0.13% | 76 |
|
|
2022
Q4 | $990K | Sell |
4,621
-124
| -3% | -$26.6K | 0.14% | 79 |
|
|
2022
Q3 | $792K | Buy |
4,745
+3,837
| +423% | +$640K | 0.13% | 81 |
|
|
2022
Q2 | $158K | Buy |
908
+49
| +6% | +$8.53K | 0.03% | 139 |
|
|
2022
Q1 | $167K | Buy |
859
+512
| +148% | +$99.5K | 0.03% | 125 |
|
|
2021
Q4 | $72K | Buy |
+347
| New | +$72K | 0.01% | 165 |
|
|
2021
Q1 | – | Sell |
-138
| Closed | -$29K | – | 265 |
|
|
2020
Q4 | $29K | Buy |
+138
| New | +$29K | 0.02% | 183 |
|