Litman Gregory Wealth Management’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,150
| Closed | -$212K | – | 122 |
|
2023
Q3 | $212K | Buy |
+1,150
| New | +$212K | 0.02% | 119 |
|
2021
Q2 | – | Sell |
-21
| Closed | -$5K | – | 112 |
|
2021
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 163 |
|
2020
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 171 |
|
2020
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 189 |
|
2020
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 156 |
|
2020
Q1 | $3K | Sell |
21
-26
| -55% | -$3.71K | ﹤0.01% | 145 |
|
2019
Q4 | $8K | Sell |
47
-79
| -63% | -$13.4K | ﹤0.01% | 151 |
|
2019
Q3 | $21K | Sell |
126
-105
| -45% | -$17.5K | 0.01% | 110 |
|
2019
Q2 | $40K | Buy |
+231
| New | +$40K | 0.01% | 97 |
|