Encompass 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
Q4 | – | Sell |
-1,127
| Closed | -$233K | – | 111 |
|
|
2024
Q3 | $233K | Hold |
1,127
| – | – | 0.06% | 215 |
|
|
2024
Q2 | $241K | Hold |
1,127
| – | – | 0.06% | 206 |
|
|
2024
Q1 | $231K | Hold |
1,127
| – | – | 0.06% | 218 |
|
|
2023
Q4 | $236K | Hold |
1,127
| – | – | 0.07% | 191 |
|
|
2023
Q3 | $208K | Hold |
1,127
| – | – | 0.07% | 193 |
|
|
2023
Q2 | $234K | Hold |
1,127
| – | – | 0.08% | 182 |
|
|
2023
Q1 | $215K | Hold |
1,127
| – | – | 0.07% | 188 |
|
|
2022
Q4 | $242K | Buy |
+1,127
| New | +$242K | 0.09% | 175 |
|
|
2022
Q2 | – | Sell |
-1,132
| Closed | -$220K | – | 241 |
|
|
2022
Q1 | $220K | Hold |
1,132
| – | – | 0.06% | 205 |
|
|
2021
Q4 | $236K | Hold |
1,132
| – | – | 0.06% | 205 |
|
|
2021
Q3 | $240K | Hold |
1,132
| – | – | 0.06% | 201 |
|
|
2021
Q2 | $248K | Hold |
1,132
| – | – | 0.06% | 203 |
|
|
2021
Q1 | $255K | Buy |
1,132
+32
| +3% | +$7.21K | 0.07% | 200 |
|
|
2020
Q4 | $234K | Buy |
+1,100
| New | +$234K | 0.13% | 96 |
|