Independent Solutions Wealth Management’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Buy |
8,143
+778
| +11% | +$181K | 0.37% | 83 |
|
2025
Q1 | $1.56M | Buy |
7,365
+311
| +4% | +$65.9K | 0.35% | 88 |
|
2024
Q4 | $1.59M | Buy |
7,054
+3,750
| +113% | +$847K | 0.35% | 90 |
|
2024
Q3 | $683K | Sell |
3,304
-40
| -1% | -$8.27K | 0.15% | 107 |
|
2024
Q2 | $714K | Sell |
3,344
-79
| -2% | -$16.9K | 0.16% | 110 |
|
2024
Q1 | $703K | Sell |
3,423
-232
| -6% | -$47.6K | 0.17% | 107 |
|
2023
Q4 | $766K | Sell |
3,655
-547
| -13% | -$115K | 0.2% | 107 |
|
2023
Q3 | $776K | Sell |
4,202
-85
| -2% | -$15.7K | 0.2% | 103 |
|
2023
Q2 | $890K | Sell |
4,287
-183
| -4% | -$38K | 0.22% | 99 |
|
2023
Q1 | $854K | Buy |
4,470
+167
| +4% | +$31.9K | 0.25% | 92 |
|
2022
Q4 | $922K | Hold |
4,303
| – | – | 0.28% | 88 |
|
2022
Q3 | $718K | Sell |
4,303
-40
| -0.9% | -$6.68K | 0.24% | 92 |
|
2022
Q2 | $755K | Buy |
4,343
+958
| +28% | +$167K | 0.24% | 89 |
|
2022
Q1 | $659K | Sell |
3,385
-55
| -2% | -$10.7K | 0.16% | 111 |
|
2021
Q4 | $717K | Buy |
3,440
+1,628
| +90% | +$339K | 0.17% | 109 |
|
2021
Q3 | $385K | Buy |
1,812
+13
| +0.7% | +$2.76K | 0.1% | 158 |
|
2021
Q2 | $395K | Buy |
1,799
+290
| +19% | +$63.6K | 0.1% | 152 |
|
2021
Q1 | $328K | Buy |
1,509
+20
| +1% | +$4.34K | 0.09% | 146 |
|
2020
Q4 | $317K | Sell |
1,489
-110
| -7% | -$23.4K | 0.1% | 136 |
|
2020
Q3 | $263K | Sell |
1,599
-441
| -22% | -$72.6K | 0.1% | 137 |
|
2020
Q2 | $295K | Sell |
2,040
-323
| -14% | -$46.7K | 0.13% | 122 |
|
2020
Q1 | $316K | Buy |
2,363
+36
| +2% | +$4.82K | 0.17% | 95 |
|
2019
Q4 | $412K | Buy |
+2,327
| New | +$412K | 0.18% | 104 |
|