IWM
Iams Wealth Management’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
10,626
-1,001
| -9% | -$233K | 1.14% | 24 |
|
|
2025
Q1 | $2.46M | Buy |
11,627
+751
| +7% | +$159K | 1.13% | 24 |
|
|
2024
Q4 | $2.46M | Buy |
10,876
+772
| +8% | +$174K | 1.12% | 24 |
|
|
2024
Q3 | $2.09M | Sell |
10,104
-32
| -0.3% | -$6.62K | 1.03% | 23 |
|
|
2024
Q2 | $2.16M | Buy |
10,136
+1,153
| +13% | +$246K | 1.19% | 19 |
|
|
2024
Q1 | $1.77M | Buy |
8,983
+466
| +5% | +$92.1K | 1.08% | 25 |
|
|
2023
Q4 | $1.79M | Sell |
8,517
-341
| -4% | -$71.5K | 1.16% | 19 |
|
|
2023
Q3 | $1.64M | Buy |
+8,858
| New | +$1.64M | 1.13% | 28 |
|
|
2023
Q2 | – | Sell |
-7,317
| Closed | -$1.38M | – | 71 |
|
|
2023
Q1 | $1.38M | Buy |
7,317
+2,876
| +65% | +$544K | 1.15% | 22 |
|
|
2022
Q4 | $952K | Buy |
+4,441
| New | +$952K | 0.97% | 26 |
|