Financial Synergies 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
Q2 | – | Sell |
-403
| Closed | -$82.7K | – | 231 |
|
|
2024
Q1 | $82.7K | Buy |
403
+239
| +146% | +$49.1K | 0.01% | 104 |
|
|
2023
Q4 | $35.1K | Sell |
164
-230
| -58% | -$49.3K | 0.01% | 108 |
|
|
2023
Q3 | $72.8K | Buy |
394
+229
| +139% | +$42.3K | 0.01% | 96 |
|
|
2023
Q2 | $34.2K | Buy |
165
+1
| +0.6% | +$208 | ﹤0.01% | 131 |
|
|
2023
Q1 | $31.4K | Hold |
164
| – | – | ﹤0.01% | 141 |
|
|
2022
Q4 | $35.1K | Buy |
164
+62
| +61% | +$13.3K | 0.01% | 108 |
|
|
2022
Q3 | $17.1K | Hold |
102
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $17.7K | Buy |
+102
| New | +$17.7K | ﹤0.01% | 139 |
|