Heritage Wealth Management (Ohio)’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
4,715
+65
+1% +$15.1K 0.36% 72
2025
Q1
$985K Buy
4,650
+29
+0.6% +$6.14K 0.34% 77
2024
Q4
$1.04M Hold
4,621
0.35% 73
2024
Q3
$955K Sell
4,621
-5
-0.1% -$1.03K 0.31% 83
2024
Q2
$982K Buy
+4,626
New +$982K 0.33% 77