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