SAG
SageView Advisory Group’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
6,768
-119
| -2% | -$26.8K | 0.06% | 184 |
|
|
2025
Q1 | $1.46M | Buy |
6,887
+748
| +12% | +$158K | 0.06% | 164 |
|
|
2024
Q4 | $1.39M | Buy |
6,139
+1,975
| +47% | +$446K | 0.06% | 179 |
|
|
2024
Q3 | $861K | Sell |
4,164
-1,316
| -24% | -$272K | 0.04% | 220 |
|
|
2024
Q2 | $1.17M | Buy |
+5,480
| New | +$1.17M | 0.05% | 201 |
|
|
2024
Q1 | – | Sell |
-8,063
| Closed | -$1.66M | – | 621 |
|
|
2023
Q4 | $1.66M | Buy |
8,063
+5,057
| +168% | +$1.04M | 0.07% | 176 |
|
|
2023
Q3 | $555K | Sell |
3,006
-51
| -2% | -$9.42K | 0.03% | 317 |
|
|
2023
Q2 | $634K | Buy |
3,057
+191
| +7% | +$39.6K | 0.04% | 308 |
|
|
2023
Q1 | $548K | Sell |
2,866
-11
| -0.4% | -$2.1K | 0.03% | 291 |
|
|
2022
Q4 | $616K | Buy |
+2,877
| New | +$616K | 0.05% | 212 |
|