Moser Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $667K | Sell |
2,866
-625
| -18% | -$146K | 0.32% | 56 |
|
2025
Q1 | $739K | Sell |
3,491
-184
| -5% | -$39K | 0.39% | 47 |
|
2024
Q4 | $830K | Sell |
3,675
-150
| -4% | -$33.9K | 0.43% | 42 |
|
2024
Q3 | $791K | Hold |
3,825
| – | – | 0.41% | 42 |
|
2024
Q2 | $817K | Sell |
3,825
-100
| -3% | -$21.4K | 0.44% | 41 |
|
2024
Q1 | $806K | Sell |
3,925
-100
| -2% | -$20.5K | 0.45% | 44 |
|
2023
Q4 | $844K | Hold |
4,025
| – | – | 0.54% | 39 |
|
2023
Q3 | $744K | Hold |
4,025
| – | – | 0.52% | 42 |
|
2023
Q2 | $835K | Buy |
+4,025
| New | +$835K | 0.56% | 41 |
|
2022
Q4 | $863K | Buy |
4,025
+20
| +0.5% | +$4.29K | 0.65% | 40 |
|
2022
Q3 | $669K | Sell |
4,005
-400
| -9% | -$66.8K | 0.52% | 48 |
|
2022
Q2 | $766K | Sell |
4,405
-350
| -7% | -$60.9K | 0.57% | 46 |
|
2022
Q1 | $925K | Hold |
4,755
| – | – | 0.58% | 41 |
|
2021
Q4 | $991K | Sell |
4,755
-100
| -2% | -$20.8K | 0.6% | 39 |
|
2021
Q3 | $1.03M | Hold |
4,855
| – | – | 0.66% | 37 |
|
2021
Q2 | $1.07M | Hold |
4,855
| – | – | 0.69% | 39 |
|
2021
Q1 | $1.05M | Hold |
4,855
| – | – | 0.74% | 33 |
|
2020
Q4 | $1.03M | Sell |
4,855
-50
| -1% | -$10.6K | 0.76% | 31 |
|
2020
Q3 | $807K | Hold |
4,905
| – | – | 0.64% | 36 |
|
2020
Q2 | $709K | Buy |
4,905
+200
| +4% | +$28.9K | 0.68% | 34 |
|
2020
Q1 | $629K | Buy |
4,705
+700
| +17% | +$93.6K | 0.73% | 32 |
|
2019
Q4 | $709K | Buy |
+4,005
| New | +$709K | 0.68% | 36 |
|