HWA
HCR Wealth Advisors’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
11,612
+512
| +5% | +$119K | 0.32% | 55 |
|
|
2025
Q1 | $2.35M | Sell |
11,100
-269
| -2% | -$57K | 0.31% | 54 |
|
|
2024
Q4 | $2.57M | Sell |
11,369
-210
| -2% | -$47.4K | 0.32% | 52 |
|
|
2024
Q3 | $2.39M | Buy |
11,579
+196
| +2% | +$40.5K | 0.31% | 52 |
|
|
2024
Q2 | $2.43M | Buy |
11,383
+171
| +2% | +$36.5K | 0.35% | 47 |
|
|
2024
Q1 | $2.3M | Sell |
11,212
-390
| -3% | -$80K | 0.35% | 52 |
|
|
2023
Q4 | $2.43M | Buy |
11,602
+1,579
| +16% | +$331K | 0.38% | 44 |
|
|
2023
Q3 | $1.85M | Sell |
10,023
-1,139
| -10% | -$210K | 0.41% | 43 |
|
|
2023
Q2 | $2.32M | Buy |
11,162
+40
| +0.4% | +$8.3K | 0.43% | 42 |
|
|
2023
Q1 | $2.13M | Buy |
11,122
+18
| +0.2% | +$3.44K | 0.42% | 49 |
|
|
2022
Q4 | $2.38M | Sell |
11,104
-342
| -3% | -$73.3K | 0.5% | 39 |
|
|
2022
Q3 | $1.91M | Sell |
11,446
-956
| -8% | -$160K | 0.41% | 53 |
|
|
2022
Q2 | $2.16M | Sell |
12,402
-1,015
| -8% | -$176K | 0.43% | 48 |
|
|
2022
Q1 | $2.61M | Sell |
13,417
-972
| -7% | -$189K | 0.43% | 50 |
|
|
2021
Q4 | $3M | Sell |
14,389
-301
| -2% | -$62.8K | 0.47% | 47 |
|
|
2021
Q3 | $3.12M | Buy |
14,690
+4,967
| +51% | +$1.05M | 0.52% | 41 |
|
|
2021
Q2 | $2.13M | Buy |
9,723
+109
| +1% | +$23.9K | 0.37% | 61 |
|
|
2021
Q1 | $2.09M | Sell |
9,614
-530
| -5% | -$115K | 0.41% | 54 |
|
|
2020
Q4 | $2.16M | Sell |
10,144
-3
| -0% | -$638 | 0.45% | 44 |
|
|
2020
Q3 | $1.67M | Buy |
10,147
+111
| +1% | +$18.3K | 0.38% | 53 |
|
|
2020
Q2 | $1.45M | Sell |
10,036
-1,362
| -12% | -$196K | 0.34% | 50 |
|
|
2020
Q1 | $1.53M | Sell |
11,398
-92
| -0.8% | -$12.3K | 0.44% | 42 |
|
|
2019
Q4 | $2.03M | Buy |
11,490
+431
| +4% | +$76.3K | 0.49% | 37 |
|
|
2019
Q3 | $1.88M | Buy |
11,059
+32
| +0.3% | +$5.43K | 0.62% | 36 |
|
|
2019
Q2 | $1.93M | Sell |
11,027
-7,223
| -40% | -$1.26M | 0.55% | 35 |
|
|
2019
Q1 | $1.64M | Buy |
18,250
+5,788
| +46% | +$520K | 0.47% | 43 |
|
|
2018
Q4 | $1.65M | Sell |
12,462
-186
| -1% | -$24.6K | 0.53% | 40 |
|
|
2018
Q3 | $1.93M | Buy |
12,648
+380
| +3% | +$58K | 0.63% | 31 |
|
|
2018
Q2 | $1.78M | Buy |
12,268
+1,830
| +18% | +$266K | 0.59% | 34 |
|
|
2018
Q1 | $1.51M | Buy |
10,438
+208
| +2% | +$30.1K | 0.52% | 46 |
|
|
2017
Q4 | $1.57M | Buy |
10,230
+230
| +2% | +$35.3K | 0.55% | 44 |
|
|
2017
Q3 | $1.42M | Buy |
10,000
+2,999
| +43% | +$425K | 0.6% | 42 |
|
|
2017
Q2 | $933K | Buy |
7,001
+699
| +11% | +$93.2K | 0.46% | 54 |
|
|
2017
Q1 | $787K | Buy |
6,302
+348
| +6% | +$43.5K | 0.4% | 62 |
|
|
2016
Q4 | $690K | Buy |
+5,954
| New | +$690K | 0.36% | 64 |
|