Montz Harcus 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 | $308K | Buy |
1,323
+1
| +0.1% | +$233 | 0.15% | 59 |
|
2025
Q1 | $280K | Buy |
1,322
+1
| +0.1% | +$212 | 0.15% | 60 |
|
2024
Q4 | $298K | Sell |
1,321
-114
| -8% | -$25.7K | 0.17% | 52 |
|
2024
Q3 | $297K | Sell |
1,435
-104
| -7% | -$21.5K | 0.17% | 52 |
|
2024
Q2 | $329K | Buy |
1,539
+9
| +0.6% | +$1.92K | 0.21% | 44 |
|
2024
Q1 | $314K | Buy |
1,530
+7
| +0.5% | +$1.44K | 0.21% | 45 |
|
2023
Q4 | $319K | Sell |
1,523
-95
| -6% | -$19.9K | 0.24% | 37 |
|
2023
Q3 | $299K | Buy |
1,618
+16
| +1% | +$2.96K | 0.26% | 37 |
|
2023
Q2 | $332K | Buy |
1,602
+90
| +6% | +$18.7K | 0.28% | 37 |
|
2023
Q1 | $289K | Buy |
1,512
+7
| +0.5% | +$1.34K | 0.27% | 41 |
|
2022
Q4 | $323K | Buy |
1,505
+46
| +3% | +$9.86K | 0.32% | 36 |
|
2022
Q3 | $244K | Buy |
1,459
+37
| +3% | +$6.19K | 0.27% | 41 |
|
2022
Q2 | $247K | Buy |
1,422
+59
| +4% | +$10.2K | 0.26% | 45 |
|
2022
Q1 | $265K | Buy |
1,363
+118
| +9% | +$22.9K | 0.24% | 44 |
|
2021
Q4 | $260K | Buy |
+1,245
| New | +$260K | 0.23% | 39 |
|