CWS
Cypress Wealth Services’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
2,043
+75
| +4% | +$17.5K | 0.09% | 178 |
|
|
2025
Q1 | $417K | Buy |
1,968
+19
| +1% | +$4.02K | 0.08% | 170 |
|
|
2024
Q4 | $440K | Buy |
1,949
+1
| +0.1% | +$226 | 0.09% | 165 |
|
|
2024
Q3 | $403K | Sell |
1,948
-4
| -0.2% | -$827 | 0.08% | 175 |
|
|
2024
Q2 | $417K | Buy |
1,952
+47
| +2% | +$10K | 0.09% | 162 |
|
|
2024
Q1 | $391K | Buy |
1,905
+750
| +65% | +$154K | 0.09% | 169 |
|
|
2023
Q4 | $242K | Sell |
1,155
-846
| -42% | -$177K | 0.06% | 207 |
|
|
2023
Q3 | $370K | Sell |
2,001
-70
| -3% | -$12.9K | 0.1% | 163 |
|
|
2023
Q2 | $431K | Buy |
2,071
+79
| +4% | +$16.4K | 0.11% | 150 |
|
|
2023
Q1 | $381K | Buy |
1,992
+4
| +0.2% | +$764 | 0.11% | 155 |
|
|
2022
Q4 | $426K | Buy |
1,988
+42
| +2% | +$9K | 0.14% | 141 |
|
|
2022
Q3 | $334K | Buy |
1,946
+4
| +0.2% | +$687 | 0.11% | 154 |
|
|
2022
Q2 | $338K | Sell |
1,942
-1,500
| -44% | -$261K | 0.11% | 157 |
|
|
2022
Q1 | $670K | Sell |
3,442
-200
| -5% | -$38.9K | 0.18% | 93 |
|
|
2021
Q4 | $759K | Buy |
3,642
+21
| +0.6% | +$4.38K | 0.21% | 81 |
|
|
2021
Q3 | $769K | Buy |
3,621
+9
| +0.2% | +$1.91K | 0.23% | 77 |
|
|
2021
Q2 | $792K | Sell |
3,612
-52
| -1% | -$11.4K | 0.22% | 86 |
|
|
2021
Q1 | $795K | Buy |
3,664
+1,237
| +51% | +$268K | 0.17% | 106 |
|
|
2020
Q4 | $516K | Buy |
+2,427
| New | +$516K | 0.12% | 147 |
|
|
2020
Q3 | – | Sell |
-2,502
| Closed | -$362K | – | 97 |
|
|
2020
Q2 | $362K | Sell |
2,502
-16
| -0.6% | -$2.32K | 0.09% | 180 |
|
|
2020
Q1 | $337K | Sell |
2,518
-170
| -6% | -$22.8K | 0.1% | 167 |
|
|
2019
Q4 | $476K | Buy |
2,688
+4
| +0.1% | +$708 | 0.12% | 137 |
|
|
2019
Q3 | $454K | Sell |
2,684
-1,278
| -32% | -$216K | 0.12% | 137 |
|
|
2019
Q2 | $692K | Buy |
3,962
+4
| +0.1% | +$699 | 0.2% | 113 |
|
|
2019
Q1 | $629K | Buy |
3,958
+2,053
| +108% | +$326K | 0.2% | 105 |
|
|
2018
Q4 | $252K | Sell |
1,905
-628
| -25% | -$83.1K | 0.1% | 171 |
|
|
2018
Q3 | $422K | Sell |
2,533
-44
| -2% | -$7.33K | 0.15% | 132 |
|
|
2018
Q2 | $371K | Buy |
2,577
+34
| +1% | +$4.9K | 0.14% | 144 |
|
|
2018
Q1 | $367K | Sell |
2,543
-146
| -5% | -$21.1K | 0.16% | 123 |
|
|
2017
Q4 | $412K | Buy |
+2,689
| New | +$412K | 0.17% | 120 |
|