PWAG
Polaris Wealth Advisory Group’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.43M | Buy |
45,617
+197
| +0.4% | +$36.4K | 0.64% | 55 |
|
|
2023
Q2 | $9.42M | Sell |
45,420
-4,062
| -8% | -$843K | 0.71% | 51 |
|
|
2023
Q1 | $9.46M | Buy |
49,482
+46,797
| +1,743% | +$8.94M | 0.7% | 50 |
|
|
2022
Q4 | $570K | Buy |
2,685
+175
| +7% | +$37.2K | 0.04% | 130 |
|
|
2022
Q3 | $431K | Buy |
+2,510
| New | +$431K | 0.04% | 121 |
|
|
2019
Q3 | – | Sell |
-1,210
| Closed | -$214K | – | 165 |
|
|
2019
Q2 | $214K | Sell |
1,210
-19,647
| -94% | -$3.47M | 0.02% | 135 |
|
|
2019
Q1 | $3.37M | Buy |
+20,857
| New | +$3.37M | 0.25% | 72 |
|
|
2018
Q4 | – | Sell |
-982
| Closed | -$163K | – | 280 |
|
|
2018
Q3 | $163K | Buy |
+982
| New | +$163K | 0.01% | 169 |
|
|
2018
Q2 | – | Sell |
-637
| Closed | -$92K | – | 330 |
|
|
2018
Q1 | $92K | Buy |
+637
| New | +$92K | 0.01% | 170 |
|