Institute for Wealth Management’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
4,613
-55
| -1% | -$12.6K | 0.11% | 191 |
|
|
2025
Q4 | $911K | Sell |
4,668
-386
| -8% | -$75.5K | 0.1% | 211 |
|
|
2025
Q3 | $1M | Sell |
5,054
-393
| -7% | -$82.1K | 0.1% | 198 |
|
|
2025
Q2 | $1.2M | Sell |
5,447
-99
| -2% | -$20K | 0.13% | 163 |
|
|
2025
Q1 | $1.11M | Sell |
5,546
-41
| -0.7% | -$8.3K | 0.14% | 166 |
|
|
2024
Q4 | $1.19M | Sell |
5,587
-84
| -1% | -$17.5K | 0.15% | 146 |
|
|
2024
Q3 | $1.1M | Sell |
5,671
-87
| -2% | -$16.9K | 0.14% | 158 |
|
|
2024
Q2 | $1.16M | Sell |
5,758
-115
| -2% | -$21.9K | 0.16% | 146 |
|
|
2024
Q1 | $1.14M | Sell |
5,873
-16
| -0.3% | -$3.01K | 0.15% | 149 |
|
|
2023
Q4 | $1.16M | Sell |
5,889
-22
| -0.4% | -$3.97K | 0.19% | 136 |
|
|
2023
Q3 | $1.03M | Sell |
5,911
-187
| -3% | -$34.2K | 0.19% | 133 |
|
|
2023
Q2 | $1.19M | Sell |
6,098
-127
| -2% | -$23.6K | 0.21% | 125 |
|
|
2023
Q1 | $1.12M | Sell |
6,225
-57
| -0.9% | -$10.7K | 0.22% | 122 |
|
|
2022
Q4 | $1.27M | Sell |
6,282
-144
| -2% | -$27.5K | 0.27% | 103 |
|
|
2022
Q3 | $1.01M | Sell |
6,426
-6
| -0.1% | -$1.04K | 0.23% | 116 |
|
|
2022
Q2 | $1.05M | Sell |
6,432
-27
| -0.4% | -$4.85K | 0.21% | 123 |
|
|
2022
Q1 | $1.19M | Sell |
6,459
-29
| -0.4% | -$5.37K | 0.19% | 128 |
|
|
2021
Q4 | $1.27M | Sell |
6,488
-149
| -2% | -$30.1K | 0.21% | 124 |
|
|
2021
Q3 | $1.33M | Sell |
6,637
-6
| -0.1% | -$1.28K | 0.23% | 108 |
|
|
2021
Q2 | $1.37M | Buy |
6,643
+145
| +2% | +$30.6K | 0.24% | 103 |
|
|
2021
Q1 | $1.33M | Buy |
6,498
+395
| +6% | +$77.1K | 0.25% | 103 |
|
|
2020
Q4 | $1.22M | Buy |
6,103
+279
| +5% | +$50.7K | 0.24% | 102 |
|
|
2020
Q3 | $903K | Sell |
5,824
-287
| -5% | -$42.6K | 0.21% | 126 |
|
|
2020
Q2 | $833K | Sell |
6,111
-117
| -2% | -$15.5K | 0.2% | 132 |
|
|
2020
Q1 | $785K | Buy |
6,228
+98
| +2% | +$15.1K | 0.25% | 113 |
|
|
2019
Q4 | $1.02M | Sell |
6,130
-147
| -2% | -$24K | 0.23% | 117 |
|
|
2019
Q3 | $1M | Sell |
6,277
-114
| -2% | -$18.1K | 0.25% | 115 |
|
|
2019
Q2 | $1.05M | Sell |
6,391
-3
| -0% | -$477 | 0.23% | 125 |
|
|
2019
Q1 | $958K | Buy |
+6,394
| New | +$894K | 0.21% | 132 |
|
|
2018
Q1 | – | Sell |
-3,809
| Closed | -$526K | – | 315 |
|
|
2017
Q4 | $526K | Buy |
+3,809
| New | +$511K | 0.12% | 217 |
|
|
2017
Q3 | – | Sell |
-4,095
| Closed | -$492K | – | 308 |
|
|
2017
Q2 | $492K | Buy |
+4,095
| New | +$483K | 0.14% | 227 |
|
Other funds holding HON
VCM
VPM
