JFS Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
9,303
-336
| -3% | -$78.2K | 0.14% | 96 |
|
|
2025
Q1 | $2.04M | Buy |
9,639
+189
| +2% | +$40K | 0.14% | 91 |
|
|
2024
Q4 | $2.13M | Sell |
9,450
-83
| -0.9% | -$18.7K | 0.15% | 87 |
|
|
2024
Q3 | $1.97M | Buy |
9,533
+2,753
| +41% | +$569K | 0.13% | 97 |
|
|
2024
Q2 | $1.45M | Sell |
6,780
-5
| -0.1% | -$1.07K | 0.11% | 96 |
|
|
2024
Q1 | $1.39M | Sell |
6,785
-18
| -0.3% | -$3.7K | 0.11% | 95 |
|
|
2023
Q4 | $1.43M | Sell |
6,803
-54
| -0.8% | -$11.3K | 0.12% | 90 |
|
|
2023
Q3 | $1.27M | Buy |
6,857
+27
| +0.4% | +$4.99K | 0.12% | 99 |
|
|
2023
Q2 | $1.42M | Sell |
6,830
-106
| -2% | -$22K | 0.13% | 98 |
|
|
2023
Q1 | $1.33M | Sell |
6,936
-47
| -0.7% | -$8.98K | 0.13% | 98 |
|
|
2022
Q4 | $1.5M | Sell |
6,983
-124
| -2% | -$26.6K | 0.15% | 94 |
|
|
2022
Q3 | $1.19M | Buy |
7,107
+33
| +0.5% | +$5.51K | 0.13% | 99 |
|
|
2022
Q2 | $1.23M | Buy |
7,074
+303
| +4% | +$52.7K | 0.13% | 94 |
|
|
2022
Q1 | $1.32M | Sell |
6,771
-737
| -10% | -$143K | 0.12% | 100 |
|
|
2021
Q4 | $1.57M | Buy |
7,508
+45
| +0.6% | +$9.38K | 0.15% | 96 |
|
|
2021
Q3 | $1.58M | Buy |
7,463
+7,181
| +2,546% | +$1.52M | 0.16% | 91 |
|
|
2021
Q2 | $62K | Sell |
282
-23
| -8% | -$5.06K | 0.01% | 254 |
|
|
2021
Q1 | $66K | Hold |
305
| – | – | 0.01% | 224 |
|
|
2020
Q4 | $65K | Buy |
305
+92
| +43% | +$19.6K | 0.01% | 223 |
|
|
2020
Q3 | $35K | Sell |
213
-133
| -38% | -$21.9K | 0.01% | 267 |
|
|
2020
Q2 | $50K | Sell |
346
-917
| -73% | -$133K | 0.01% | 230 |
|
|
2020
Q1 | $169K | Sell |
1,263
-23
| -2% | -$3.08K | 0.05% | 135 |
|
|
2019
Q4 | $228K | Sell |
1,286
-285
| -18% | -$50.5K | 0.06% | 132 |
|
|
2019
Q3 | $266K | Buy |
1,571
+53
| +3% | +$8.97K | 0.07% | 121 |
|
|
2019
Q2 | $265K | Hold |
1,518
| – | – | 0.07% | 121 |
|
|
2019
Q1 | $241K | Hold |
1,518
| – | – | 0.06% | 125 |
|
|
2018
Q4 | $201K | Sell |
1,518
-186
| -11% | -$24.6K | 0.05% | 130 |
|
|
2018
Q3 | $272K | Hold |
1,704
| – | – | 0.07% | 124 |
|
|
2018
Q2 | $235K | Hold |
1,704
| – | – | 0.06% | 127 |
|
|
2018
Q1 | $236K | Hold |
1,704
| – | – | 0.06% | 127 |
|
|
2017
Q4 | $250K | Hold |
1,704
| – | – | 0.06% | 122 |
|
|
2017
Q3 | $231K | Buy |
1,704
+963
| +130% | +$131K | 0.06% | 121 |
|
|
2017
Q2 | $95K | Buy |
741
+60
| +9% | +$7.69K | 0.03% | 175 |
|
|
2017
Q1 | $76K | Hold |
681
| – | – | 0.02% | 189 |
|
|
2016
Q4 | $76K | Sell |
681
-125
| -16% | -$14K | 0.02% | 189 |
|
|
2016
Q3 | $90K | Sell |
806
-3,671
| -82% | -$410K | 0.03% | 184 |
|
|
2016
Q2 | $496K | Buy |
4,477
+3,575
| +396% | +$396K | 0.14% | 91 |
|
|
2016
Q1 | $96K | Sell |
902
-210
| -19% | -$22.4K | 0.03% | 176 |
|
|
2015
Q4 | $110K | Buy |
1,112
+367
| +49% | +$36.3K | 0.03% | 172 |
|
|
2015
Q3 | $67K | Buy |
+745
| New | +$67K | 0.03% | 180 |
|