Primoris 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 | $515K | Hold |
2,213
| – | – | 0.35% | 58 |
|
2025
Q1 | $469K | Hold |
2,213
| – | – | 0.36% | 63 |
|
2024
Q4 | $500K | Buy |
2,213
+1
| +0% | +$226 | 0.38% | 58 |
|
2024
Q3 | $457K | Hold |
2,212
| – | – | 0.33% | 70 |
|
2024
Q2 | $472K | Hold |
2,212
| – | – | 0.38% | 66 |
|
2024
Q1 | $454K | Hold |
2,212
| – | – | 0.36% | 63 |
|
2023
Q4 | $464K | Sell |
2,212
-12
| -0.5% | -$2.52K | 0.44% | 55 |
|
2023
Q3 | $411K | Sell |
2,224
-6
| -0.3% | -$1.11K | 0.5% | 47 |
|
2023
Q2 | $463K | Buy |
2,230
+6
| +0.3% | +$1.25K | 0.51% | 45 |
|
2023
Q1 | $425K | Buy |
2,224
+12
| +0.5% | +$2.29K | 0.52% | 45 |
|
2022
Q4 | $474K | Hold |
2,212
| – | – | 0.73% | 36 |
|
2022
Q3 | $369K | Hold |
2,212
| – | – | 0.66% | 40 |
|
2022
Q2 | $384K | Hold |
2,212
| – | – | 0.55% | 45 |
|
2022
Q1 | $430K | Hold |
2,212
| – | – | 0.4% | 48 |
|
2021
Q4 | $461K | Buy |
+2,212
| New | +$461K | 0.37% | 58 |
|