Sax 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 | $630K | Buy |
2,704
+259
| +11% | +$60.3K | 0.04% | 227 |
|
|
2025
Q1 | $518K | Sell |
2,445
-111
| -4% | -$23.5K | 0.04% | 215 |
|
|
2024
Q4 | $577K | Buy |
2,556
+1,093
| +75% | +$247K | 0.05% | 179 |
|
|
2024
Q3 | $302K | Sell |
1,463
-74
| -5% | -$15.3K | 0.03% | 220 |
|
|
2024
Q2 | $328K | Buy |
+1,537
| New | +$328K | 0.03% | 198 |
|
|
2023
Q1 | – | Sell |
-935
| Closed | -$200K | – | 180 |
|
|
2022
Q4 | $200K | Buy |
+935
| New | +$200K | 0.05% | 161 |
|
|
2021
Q4 | – | Sell |
-943
| Closed | -$200K | – | 181 |
|
|
2021
Q3 | $200K | Hold |
943
| – | – | 0.05% | 166 |
|
|
2021
Q2 | $207K | Buy |
943
+2
| +0.2% | +$439 | 0.07% | 151 |
|
|
2021
Q1 | $204K | Hold |
941
| – | – | 0.07% | 141 |
|
|
2020
Q4 | $200K | Buy |
+941
| New | +$200K | 0.09% | 128 |
|