Kolinsky Wealth Management’s Honeywell HON Stock Holding History

Kolinsky Wealth Management’s Portfolio HON Stock Details HON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$376K	Buy	1,768 +215	+14%	+$44.8K	0.23%	92
2024 Q3	$303K	Buy	1,553 +23	+2%	+$4.46K	0.2%	116
2024 Q2	$308K	Buy	1,530 +45	+3%	+$8.56K	0.22%	107
2024 Q1	$287K	Sell	1,485 -671	-31%	-$126K	0.22%	106
2023 Q4	$426K	Sell	2,156 -24	-1%	-$4.33K	0.38%	65
2023 Q3	$380K	Sell	2,180 -88	-4%	-$16.1K	0.38%	65
2023 Q2	$441K	Buy	2,268 +81	+4%	+$15K	0.42%	62
2023 Q1	$394K	Sell	2,187 -40	-2%	-$7.52K	0.42%	55
2022 Q4	$450K	Buy	2,227 +102	+5%	+$19.5K	0.51%	42
2022 Q3	$334K	Buy	2,125 +45	+2%	+$7.84K	0.42%	54
2022 Q2	$341K	Buy	2,080 +100	+5%	+$18K	0.4%	55
2022 Q1	$363K	Buy	1,980 +383	+24%	+$70.9K	0.36%	57
2021 Q4	$314K	Buy	+1,597	New	+$322K	0.29%	91

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return