Heritage Wealth Management (Arizona)’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.02M | Sell |
4,794
-2,983
| -38% | -$637K | 0.57% | 39 |
|
|
2024
Q1 | $1.6M | Sell |
7,777
-95
| -1% | -$19.5K | 0.81% | 31 |
|
|
2023
Q4 | $1.65M | Buy |
+7,872
| New | +$1.65M | 0.89% | 24 |
|
|
2022
Q4 | $5.27M | Buy |
24,583
+13,345
| +119% | +$2.86M | 0.75% | 27 |
|
|
2022
Q3 | $1.88M | Buy |
11,238
+182
| +2% | +$30.4K | 0.6% | 31 |
|
|
2022
Q2 | $1.92M | Sell |
11,056
-60
| -0.5% | -$10.4K | 0.64% | 31 |
|
|
2022
Q1 | $2.16M | Buy |
+11,116
| New | +$2.16M | 0.58% | 33 |
|
|
2021
Q3 | $1.67M | Buy |
7,884
+1,022
| +15% | +$217K | 0.6% | 31 |
|
|
2021
Q2 | $1.51M | Sell |
6,862
-172
| -2% | -$37.7K | 0.57% | 33 |
|
|
2021
Q1 | $1.53M | Buy |
+7,034
| New | +$1.53M | 0.86% | 23 |
|