Regent Peak 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
Q1 | $842K | Sell |
3,975
-100
| -2% | -$21.2K | 0.2% | 53 |
|
2024
Q4 | $921K | Sell |
4,075
-7,570
| -65% | -$1.71M | 0.21% | 51 |
|
2024
Q3 | $2.41M | Sell |
11,645
-1,158
| -9% | -$239K | 0.55% | 40 |
|
2024
Q2 | $2.73M | Buy |
12,803
+336
| +3% | +$71.8K | 0.63% | 35 |
|
2024
Q1 | $2.56M | Sell |
12,467
-953
| -7% | -$196K | 0.65% | 37 |
|
2023
Q4 | $2.81M | Buy |
13,420
+565
| +4% | +$118K | 0.76% | 29 |
|
2023
Q3 | $2.37M | Sell |
12,855
-41
| -0.3% | -$7.57K | 0.73% | 34 |
|
2023
Q2 | $2.68M | Sell |
12,896
-73
| -0.6% | -$15.1K | 0.78% | 27 |
|
2023
Q1 | $2.48M | Buy |
12,969
+537
| +4% | +$103K | 0.77% | 31 |
|
2022
Q4 | $2.66M | Buy |
12,432
+898
| +8% | +$192K | 0.87% | 26 |
|
2022
Q3 | $1.93M | Sell |
11,534
-95
| -0.8% | -$15.9K | 0.68% | 35 |
|
2022
Q2 | $2.02M | Buy |
11,629
+96
| +0.8% | +$16.7K | 0.66% | 37 |
|
2022
Q1 | $2.24M | Buy |
11,533
+905
| +9% | +$176K | 0.64% | 38 |
|
2021
Q4 | $2.22M | Sell |
10,628
-72
| -0.7% | -$15K | 0.6% | 33 |
|
2021
Q3 | $2.27M | Buy |
10,700
+222
| +2% | +$47.1K | 0.65% | 32 |
|
2021
Q2 | $2.45M | Buy |
10,478
+745
| +8% | +$174K | 0.68% | 30 |
|
2021
Q1 | $2.11M | Sell |
9,733
-93
| -0.9% | -$20.2K | 0.69% | 30 |
|
2020
Q4 | $2.09M | Sell |
9,826
-350
| -3% | -$74.4K | 0.7% | 26 |
|
2020
Q3 | $1.68M | Buy |
10,176
+510
| +5% | +$83.9K | 0.71% | 32 |
|
2020
Q2 | $1.4M | Buy |
9,666
+1,738
| +22% | +$251K | 0.63% | 35 |
|
2020
Q1 | $1.06M | Buy |
7,928
+449
| +6% | +$60K | 0.59% | 34 |
|
2019
Q4 | $1.32M | Buy |
+7,479
| New | +$1.32M | 0.6% | 33 |
|