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