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 |
|