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