Forvis Mazars Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
4,042
-238
| -6% | -$55.4K | 0.02% | 212 |
|
|
2025
Q1 | $906K | Buy |
4,280
+98
| +2% | +$20.8K | 0.02% | 216 |
|
|
2024
Q4 | $945K | Sell |
4,182
-102
| -2% | -$23K | 0.02% | 230 |
|
|
2024
Q3 | $886K | Buy |
4,284
+117
| +3% | +$24.2K | 0.02% | 244 |
|
|
2024
Q2 | $890K | Sell |
4,167
-100
| -2% | -$21.4K | 0.02% | 221 |
|
|
2024
Q1 | $876K | Buy |
4,267
+164
| +4% | +$33.7K | 0.02% | 225 |
|
|
2023
Q4 | $860K | Sell |
4,103
-360
| -8% | -$75.5K | 0.02% | 218 |
|
|
2023
Q3 | $825K | Sell |
4,463
-1,295
| -22% | -$239K | 0.02% | 220 |
|
|
2023
Q2 | $1.19M | Buy |
5,758
+2,711
| +89% | +$563K | 0.04% | 202 |
|
|
2023
Q1 | $582K | Buy |
3,047
+499
| +20% | +$95.4K | 0.02% | 251 |
|
|
2022
Q4 | $546K | Buy |
2,548
+191
| +8% | +$40.9K | 0.02% | 254 |
|
|
2022
Q3 | $394K | Sell |
2,357
-255
| -10% | -$42.6K | 0.02% | 286 |
|
|
2022
Q2 | $454K | Buy |
2,612
+1,112
| +74% | +$193K | 0.02% | 265 |
|
|
2022
Q1 | $292K | Buy |
1,500
+275
| +22% | +$53.5K | 0.01% | 246 |
|
|
2021
Q4 | $255K | Buy |
1,225
+160
| +15% | +$33.3K | 0.01% | 255 |
|
|
2021
Q3 | $226K | Buy |
+1,065
| New | +$226K | 0.01% | 253 |
|
|
2021
Q2 | – | Sell |
-1,014
| Closed | -$220K | – | 270 |
|
|
2021
Q1 | $220K | Sell |
1,014
-1,839
| -64% | -$399K | 0.01% | 258 |
|
|
2020
Q4 | $607K | Buy |
2,853
+580
| +26% | +$123K | 0.03% | 197 |
|
|
2020
Q3 | $374K | Buy |
2,273
+107
| +5% | +$17.6K | 0.02% | 237 |
|
|
2020
Q2 | $313K | Buy |
2,166
+206
| +11% | +$29.8K | 0.02% | 247 |
|
|
2020
Q1 | $262K | Buy |
1,960
+146
| +8% | +$19.5K | 0.02% | 241 |
|
|
2019
Q4 | $321K | Buy |
1,814
+329
| +22% | +$58.2K | 0.02% | 232 |
|
|
2019
Q3 | $251K | Buy |
1,485
+21
| +1% | +$3.55K | 0.02% | 235 |
|
|
2019
Q2 | $256K | Buy |
1,464
+23
| +2% | +$4.02K | 0.02% | 232 |
|
|
2019
Q1 | $229K | Buy |
+1,441
| New | +$229K | 0.02% | 234 |
|
|
2018
Q4 | – | Sell |
-1,749
| Closed | -$279K | – | 234 |
|
|
2018
Q3 | $279K | Buy |
1,749
+65
| +4% | +$10.4K | 0.02% | 200 |
|
|
2018
Q2 | $232K | Buy |
1,684
+34
| +2% | +$4.68K | 0.02% | 211 |
|
|
2018
Q1 | $228K | Sell |
1,650
-4,320
| -72% | -$597K | 0.02% | 216 |
|
|
2017
Q4 | $878K | Buy |
5,970
+1,190
| +25% | +$175K | 0.09% | 106 |
|
|
2017
Q3 | $649K | Sell |
4,780
-14
| -0.3% | -$1.9K | 0.07% | 117 |
|
|
2017
Q2 | $612K | Buy |
4,794
+50
| +1% | +$6.38K | 0.07% | 121 |
|
|
2017
Q1 | $568K | Buy |
4,744
+19
| +0.4% | +$2.28K | 0.07% | 116 |
|
|
2016
Q4 | $525K | Buy |
4,725
+75
| +2% | +$8.33K | 0.07% | 115 |
|
|
2016
Q3 | $517K | Buy |
4,650
+730
| +19% | +$81.2K | 0.07% | 113 |
|
|
2016
Q2 | $435K | Buy |
3,920
+1,996
| +104% | +$221K | 0.06% | 114 |
|
|
2016
Q1 | $205K | Sell |
1,924
-158
| -8% | -$16.8K | 0.03% | 184 |
|
|
2015
Q4 | $206K | Buy |
+2,082
| New | +$206K | 0.03% | 181 |
|
|
2015
Q2 | – | Sell |
-2,060
| Closed | -$205K | – | 187 |
|
|
2015
Q1 | $205K | Buy |
+2,060
| New | +$205K | 0.03% | 183 |
|