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