Phillips Wealth Planners’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
1,580
+154
| +11% | +$36.9K | 0.34% | 99 |
|
|
2025
Q1 | $283K | Sell |
1,426
-1,743
| -55% | -$346K | 0.3% | 120 |
|
|
2024
Q4 | $691K | Buy |
3,169
+117
| +4% | +$25.5K | 0.69% | 39 |
|
|
2024
Q3 | $668K | Buy |
3,052
+333
| +12% | +$72.9K | 0.64% | 40 |
|
|
2024
Q2 | $583K | Buy |
2,719
+431
| +19% | +$92.4K | 0.61% | 48 |
|
|
2024
Q1 | $436K | Sell |
2,288
-547
| -19% | -$104K | 0.5% | 69 |
|
|
2023
Q4 | $567K | Sell |
2,835
-32
| -1% | -$6.4K | 0.68% | 40 |
|
|
2023
Q3 | $523K | Buy |
2,867
+22
| +0.8% | +$4.01K | 0.71% | 42 |
|
|
2023
Q2 | $590K | Buy |
2,845
+697
| +32% | +$145K | 0.77% | 44 |
|
|
2023
Q1 | $431K | Sell |
2,148
-32
| -1% | -$6.42K | 0.57% | 59 |
|
|
2022
Q4 | $443K | Buy |
+2,180
| New | +$443K | 0.77% | 45 |
|