MYIA
Mount Yale Investment Advisors’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
5,644
-271
| -5% | -$63.1K | 0.1% | 170 |
|
|
2025
Q1 | $1.25M | Sell |
5,915
-1,199
| -17% | -$254K | 0.11% | 163 |
|
|
2024
Q4 | $1.61M | Sell |
7,114
-19,126
| -73% | -$4.32M | 0.13% | 143 |
|
|
2024
Q3 | $5.42M | Buy |
26,240
+21,568
| +462% | +$4.46M | 0.52% | 33 |
|
|
2024
Q2 | $998K | Buy |
4,672
+3,391
| +265% | +$724K | 0.08% | 204 |
|
|
2024
Q1 | $263K | Buy |
+1,281
| New | +$263K | 0.02% | 482 |
|
|
2023
Q1 | – | Sell |
-1,230
| Closed | -$264K | – | 499 |
|
|
2022
Q4 | $264K | Sell |
1,230
-4,189
| -77% | -$898K | 0.03% | 379 |
|
|
2022
Q3 | $905K | Sell |
5,419
-2,075
| -28% | -$347K | 0.12% | 184 |
|
|
2022
Q2 | $1.3M | Buy |
7,494
+93
| +1% | +$16.2K | 0.16% | 143 |
|
|
2022
Q1 | $1.44M | Sell |
7,401
-523
| -7% | -$102K | 0.16% | 144 |
|
|
2021
Q4 | $1.65M | Buy |
7,924
+206
| +3% | +$42.9K | 0.17% | 132 |
|
|
2021
Q3 | $1.64M | Buy |
7,718
+2,026
| +36% | +$430K | 0.19% | 124 |
|
|
2021
Q2 | $1.25M | Buy |
5,692
+23
| +0.4% | +$5.05K | 0.15% | 143 |
|
|
2021
Q1 | $1.23M | Buy |
5,669
+84
| +2% | +$18.2K | 0.16% | 128 |
|
|
2020
Q4 | $1.19M | Buy |
5,585
+117
| +2% | +$24.9K | 0.17% | 137 |
|
|
2020
Q3 | $900K | Buy |
5,468
+510
| +10% | +$83.9K | 0.13% | 160 |
|
|
2020
Q2 | $717K | Buy |
4,958
+538
| +12% | +$77.8K | 0.13% | 167 |
|
|
2020
Q1 | $591K | Buy |
4,420
+339
| +8% | +$45.3K | 0.13% | 147 |
|
|
2019
Q4 | $707K | Sell |
4,081
-378
| -8% | -$65.5K | 0.12% | 148 |
|
|
2019
Q3 | $812K | Buy |
4,459
+71
| +2% | +$12.9K | 0.15% | 128 |
|
|
2019
Q2 | $717K | Sell |
4,388
-406
| -8% | -$66.3K | 0.13% | 135 |
|
|
2019
Q1 | $762K | Sell |
4,794
-433
| -8% | -$68.8K | 0.14% | 127 |
|
|
2018
Q4 | $776K | Sell |
5,227
-74
| -1% | -$11K | 0.16% | 128 |
|
|
2018
Q3 | $796K | Buy |
5,301
+2
| +0% | +$300 | 0.14% | 128 |
|
|
2018
Q2 | $763K | Sell |
5,299
-157
| -3% | -$22.6K | 0.14% | 129 |
|
|
2018
Q1 | $788K | Buy |
+5,456
| New | +$788K | 0.17% | 120 |
|