Lyell 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 | $12.3M | Buy |
52,726
+971
| +2% | +$226K | 0.97% | 37 |
|
2025
Q1 | $11M | Buy |
51,755
+586
| +1% | +$124K | 1.02% | 33 |
|
2024
Q4 | $11.6M | Buy |
51,169
+1,230
| +2% | +$278K | 1.04% | 31 |
|
2024
Q3 | $10.3M | Buy |
49,939
+1,003
| +2% | +$207K | 0.94% | 35 |
|
2024
Q2 | $10.4M | Buy |
48,936
+670
| +1% | +$143K | 1% | 31 |
|
2024
Q1 | $9.91M | Sell |
48,266
-1,851
| -4% | -$380K | 1.01% | 33 |
|
2023
Q4 | $10.5M | Buy |
50,117
+250
| +0.5% | +$52.4K | 1.19% | 28 |
|
2023
Q3 | $9.21M | Sell |
49,867
-2,345
| -4% | -$433K | 1.24% | 28 |
|
2023
Q2 | $10.8M | Buy |
52,212
+808
| +2% | +$168K | 1.38% | 21 |
|
2023
Q1 | $9.82M | Sell |
51,404
-1,550
| -3% | -$296K | 1.38% | 21 |
|
2022
Q4 | $11.3M | Buy |
52,954
+702
| +1% | +$150K | 1.79% | 13 |
|
2022
Q3 | $8.73M | Buy |
52,252
+1,130
| +2% | +$189K | 1.49% | 16 |
|
2022
Q2 | $8.89M | Sell |
51,122
-391
| -0.8% | -$68K | 1.45% | 18 |
|
2022
Q1 | $10M | Buy |
51,513
+247
| +0.5% | +$48.1K | 1.29% | 25 |
|
2021
Q4 | $10.7M | Buy |
51,266
+965
| +2% | +$201K | 1.22% | 29 |
|
2021
Q3 | $10.7M | Buy |
50,301
+557
| +1% | +$118K | 1.3% | 29 |
|
2021
Q2 | $10.9M | Buy |
49,744
+1,562
| +3% | +$343K | 1.35% | 27 |
|
2021
Q1 | $10.5M | Buy |
48,182
+5,586
| +13% | +$1.21M | 1.52% | 21 |
|
2020
Q4 | $9.06M | Buy |
42,596
+2,713
| +7% | +$577K | 1.45% | 30 |
|
2020
Q3 | $6.57M | Buy |
39,883
+1,570
| +4% | +$258K | 1.23% | 33 |
|
2020
Q2 | $5.54M | Buy |
38,313
+1,799
| +5% | +$260K | 1.22% | 35 |
|
2020
Q1 | $4.89M | Buy |
36,514
+1,445
| +4% | +$193K | 1.46% | 28 |
|
2019
Q4 | $6.21M | Buy |
35,069
+1,285
| +4% | +$227K | 1.66% | 23 |
|
2019
Q3 | $5.72M | Buy |
33,784
+2,170
| +7% | +$367K | 1.72% | 21 |
|
2019
Q2 | $5.52M | Buy |
31,614
+1,027
| +3% | +$179K | 1.66% | 20 |
|
2019
Q1 | $4.86M | Buy |
30,587
+665
| +2% | +$106K | 1.62% | 22 |
|
2018
Q4 | $3.95M | Sell |
29,922
-880
| -3% | -$116K | 1.65% | 21 |
|
2018
Q3 | $4.91M | Sell |
30,802
-65
| -0.2% | -$10.4K | 1.65% | 18 |
|
2018
Q2 | $4.26M | Buy |
30,867
+554
| +2% | +$76.5K | 1.56% | 22 |
|
2018
Q1 | $4.2M | Buy |
30,313
+1,263
| +4% | +$175K | 1.55% | 24 |
|
2017
Q4 | $4.27M | Buy |
29,050
+443
| +2% | +$65.1K | 1.7% | 19 |
|
2017
Q3 | $3.89M | Buy |
28,607
+913
| +3% | +$124K | 1.68% | 17 |
|
2017
Q2 | $3.54M | Buy |
27,694
+809
| +3% | +$103K | 1.72% | 16 |
|
2017
Q1 | $3.22M | Buy |
26,885
+438
| +2% | +$52.4K | 1.74% | 16 |
|
2016
Q4 | $2.94M | Buy |
+26,447
| New | +$2.94M | 1.82% | 11 |
|