GWM
Gitterman Wealth Management’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
2,854
+117
| +4% | +$27.3K | 0.15% | 30 |
|
|
2025
Q1 | $580K | Sell |
2,737
-196
| -7% | -$41.5K | 0.15% | 36 |
|
|
2024
Q4 | $663K | Sell |
2,933
-97
| -3% | -$21.9K | 0.28% | 27 |
|
|
2024
Q3 | $626K | Sell |
3,030
-42
| -1% | -$8.68K | 0.26% | 25 |
|
|
2024
Q2 | $656K | Hold |
3,072
| – | – | 0.25% | 20 |
|
|
2024
Q1 | $631K | Sell |
3,072
-100
| -3% | -$20.5K | 0.24% | 25 |
|
|
2023
Q4 | $665K | Hold |
3,172
| – | – | 0.3% | 16 |
|
|
2023
Q3 | $586K | Sell |
3,172
-40
| -1% | -$7.39K | 0.28% | 17 |
|
|
2023
Q2 | $666K | Hold |
3,212
| – | – | 0.31% | 16 |
|
|
2023
Q1 | $614K | Hold |
3,212
| – | – | 0.29% | 17 |
|
|
2022
Q4 | $688K | Hold |
3,212
| – | – | 0.34% | 16 |
|
|
2022
Q3 | $536K | Buy |
3,212
+19
| +0.6% | +$3.17K | 0.55% | 18 |
|
|
2022
Q2 | $555K | Hold |
3,193
| – | – | 0.52% | 22 |
|
|
2022
Q1 | $621K | Sell |
3,193
-99
| -3% | -$19.3K | 0.5% | 24 |
|
|
2021
Q4 | $686K | Buy |
3,292
+99
| +3% | +$20.6K | 0.51% | 25 |
|
|
2021
Q3 | $678K | Hold |
3,193
| – | – | 0.54% | 22 |
|
|
2021
Q2 | $700K | Hold |
3,193
| – | – | 0.57% | 22 |
|
|
2021
Q1 | $693K | Buy |
+3,193
| New | +$693K | 0.45% | 21 |
|