Mark Sheptoff Financial Planning’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$707K Hold
3,036
0.38% 44
2025
Q1
$643K Sell
3,036
-1,100
-27% -$233K 0.35% 49
2024
Q4
$934K Hold
4,136
0.5% 37
2024
Q3
$855K Hold
4,136
0.45% 43
2024
Q2
$883K Hold
4,136
0.49% 41
2024
Q1
$849K Hold
4,136
0.47% 41
2023
Q4
$867K Hold
4,136
0.52% 34
2023
Q3
$764K Sell
4,136
-2,822
-41% -$521K 0.49% 34
2023
Q2
$1.44M Buy
6,958
+1
+0% +$207 0.82% 24
2023
Q1
$1.33M Sell
6,957
-99
-1% -$18.9K 0.77% 25
2022
Q4
$1.51M Sell
7,056
-100
-1% -$21.4K 0.89% 22
2022
Q3
$1.2M Sell
7,156
-199
-3% -$33.2K 0.73% 28
2022
Q2
$1.28M Sell
7,355
-640
-8% -$111K 0.73% 28
2022
Q1
$1.56M Sell
7,995
-655
-8% -$127K 0.78% 27
2021
Q4
$1.8M Buy
8,650
+2
+0% +$417 0.86% 24
2021
Q3
$1.84M Buy
8,648
+2
+0% +$425 1.01% 20
2021
Q2
$1.9M Sell
8,646
-218
-2% -$47.8K 1.02% 22
2021
Q1
$1.92M Sell
8,864
-485
-5% -$105K 1.1% 20
2020
Q4
$1.99M Sell
9,349
-897
-9% -$191K 1.13% 20
2020
Q3
$1.69M Buy
10,246
+53
+0.5% +$8.73K 1.04% 24
2020
Q2
$1.47M Sell
10,193
-943
-8% -$136K 0.96% 27
2020
Q1
$1.49M Sell
11,136
-5,221
-32% -$699K 1.13% 23
2019
Q4
$2.9M Buy
16,357
+2,052
+14% +$363K 1.82% 13
2019
Q3
$2.42M Sell
14,305
-1,386
-9% -$234K 1.63% 16
2019
Q2
$2.74M Sell
15,691
-950
-6% -$166K 1.87% 14
2019
Q1
$2.65M Buy
16,641
+2,336
+16% +$371K 1.91% 14
2018
Q4
$1.89M Sell
14,305
-489
-3% -$64.6K 1.57% 16
2018
Q3
$2.36M Buy
14,794
+419
+3% +$66.8K 1.62% 16
2018
Q2
$1.99M Buy
14,375
+209
+1% +$28.9K 1.47% 18
2018
Q1
$1.96M Buy
14,166
+466
+3% +$64.5K 1.36% 18
2017
Q4
$2.01M Sell
13,700
-104
-0.8% -$15.3K 1.31% 20
2017
Q3
$1.88M Buy
13,804
+53
+0.4% +$7.2K 1.26% 22
2017
Q2
$1.76M Buy
13,751
+339
+3% +$43.3K 1.21% 21
2017
Q1
$1.61M Buy
13,412
+209
+2% +$25K 1.14% 22
2016
Q4
$1.47M Sell
13,203
-2,797
-17% -$311K 1.09% 23
2016
Q3
$1.78M Buy
16,000
+472
+3% +$52.5K 1.32% 23
2016
Q2
$1.72M Buy
15,528
+3,698
+31% +$410K 1.29% 23
2016
Q1
$1.26M Buy
11,830
+317
+3% +$33.9K 1.03% 28
2015
Q4
$1.14M Sell
11,513
-3,722
-24% -$368K 0.92% 28
2015
Q3
$1.38M Sell
15,235
-895
-6% -$80.8K 1.21% 25
2015
Q2
$1.57M Buy
16,130
+2,573
+19% +$250K 1.27% 23
2015
Q1
$1.35M Buy
13,557
+3,199
+31% +$318K 1.12% 27
2014
Q4
$987K Buy
10,358
+2,675
+35% +$255K 0.87% 32
2014
Q3
$682K Sell
7,683
-53
-0.7% -$4.71K 0.6% 47
2014
Q2
$686K Sell
7,736
-419
-5% -$37.2K 0.59% 51
2014
Q1
$721K Buy
+8,155
New +$721K 0.64% 48