Evermay Wealth Management’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
2,556
-50
-2% -$11.6K 0.07% 118
2025
Q1
$552K Hold
2,606
0.07% 118
2024
Q4
$589K Hold
2,606
0.09% 116
2024
Q3
$539K Sell
2,606
-368
-12% -$76.1K 0.09% 118
2024
Q2
$635K Hold
2,974
0.1% 112
2024
Q1
$610K Sell
2,974
-56
-2% -$11.5K 0.09% 117
2023
Q4
$635K Buy
3,030
+11
+0.4% +$2.31K 0.12% 91
2023
Q3
$558K Sell
3,019
-9
-0.3% -$1.66K 0.11% 91
2023
Q2
$628K Sell
3,028
-6
-0.2% -$1.25K 0.12% 85
2023
Q1
$580K Buy
3,034
+68
+2% +$13K 0.12% 85
2022
Q4
$636K Hold
2,966
0.13% 80
2022
Q3
$495K Buy
2,966
+75
+3% +$12.5K 0.1% 88
2022
Q2
$502K Sell
2,891
-90
-3% -$15.6K 0.1% 87
2022
Q1
$580K Sell
2,981
-165
-5% -$32.1K 0.1% 94
2021
Q4
$656K Buy
3,146
+22
+0.7% +$4.59K 0.12% 71
2021
Q3
$663K Buy
3,124
+38
+1% +$8.07K 0.13% 61
2021
Q2
$677K Hold
3,086
0.13% 72
2021
Q1
$670K Sell
3,086
-25
-0.8% -$5.43K 0.13% 67
2020
Q4
$662K Sell
3,111
-25
-0.8% -$5.32K 0.15% 66
2020
Q3
$516K Buy
3,136
+40
+1% +$6.58K 0.13% 77
2020
Q2
$448K Buy
3,096
+215
+7% +$31.1K 0.12% 83
2020
Q1
$385K Buy
2,881
+550
+24% +$73.5K 0.12% 87
2019
Q4
$413K Buy
+2,331
New +$413K 0.1% 98
2018
Q4
Sell
-1,805
Closed -$288K 140
2018
Q3
$288K Buy
1,805
+167
+10% +$26.6K 0.09% 112
2018
Q2
$226K Hold
1,638
0.08% 125
2018
Q1
$227K Sell
1,638
-1,034
-39% -$143K 0.08% 121
2017
Q4
$393K Buy
2,672
+845
+46% +$124K 0.14% 80
2017
Q3
$248K Buy
1,827
+73
+4% +$9.91K 0.11% 87
2017
Q2
$224K Hold
1,754
0.1% 90
2017
Q1
$210K Buy
+1,754
New +$210K 0.09% 96