Jeppson 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 | $453K | Sell |
1,947
-30
| -2% | -$6.99K | 0.16% | 128 |
|
2025
Q1 | $419K | Sell |
1,977
-101
| -5% | -$21.4K | 0.15% | 131 |
|
2024
Q4 | $469K | Buy |
2,078
+101
| +5% | +$22.8K | 0.17% | 123 |
|
2024
Q3 | $409K | Hold |
1,977
| – | – | 0.15% | 133 |
|
2024
Q2 | $422K | Hold |
1,977
| – | – | 0.16% | 123 |
|
2024
Q1 | $406K | Buy |
1,977
+10
| +0.5% | +$2.05K | 0.16% | 133 |
|
2023
Q4 | $413K | Buy |
1,967
+210
| +12% | +$44K | 0.17% | 128 |
|
2023
Q3 | $325K | Buy |
1,757
+25
| +1% | +$4.62K | 0.15% | 139 |
|
2023
Q2 | $359K | Sell |
1,732
-25
| -1% | -$5.19K | 0.16% | 132 |
|
2023
Q1 | $336K | Sell |
1,757
-50
| -3% | -$9.56K | 0.15% | 137 |
|
2022
Q4 | $387K | Buy |
1,807
+60
| +3% | +$12.9K | 0.16% | 124 |
|
2022
Q3 | $292K | Sell |
1,747
-150
| -8% | -$25.1K | 0.13% | 139 |
|
2022
Q2 | $330K | Hold |
1,897
| – | – | 0.14% | 133 |
|
2022
Q1 | $369K | Sell |
1,897
-59
| -3% | -$11.5K | 0.17% | 114 |
|
2021
Q4 | $408K | Hold |
1,956
| – | – | 0.2% | 102 |
|
2021
Q3 | $415K | Hold |
1,956
| – | – | 0.22% | 94 |
|
2021
Q2 | $429K | Sell |
1,956
-50
| -2% | -$11K | 0.23% | 93 |
|
2021
Q1 | $435K | Sell |
2,006
-27
| -1% | -$5.86K | 0.26% | 89 |
|
2020
Q4 | $432K | Sell |
2,033
-8
| -0.4% | -$1.7K | 0.29% | 82 |
|
2020
Q3 | $336K | Buy |
+2,041
| New | +$336K | 0.26% | 88 |
|