SFMG Wealth Advisors’s Honeywell HON Stock Holding History

SFMG Wealth Advisors’s Portfolio HON Stock Details HON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.86M	Sell	29,443 -7	-0%	-$1.63K	0.51%	30
2025 Q1	$6.24M	Buy	29,450 +1,655	+6%	+$350K	0.49%	27
2024 Q4	$6.28M	Sell	27,795 -598	-2%	-$135K	0.5%	30
2024 Q3	$5.87M	Buy	28,393 +4,679	+20%	+$967K	0.48%	28
2024 Q2	$5.06M	Sell	23,714 -394	-2%	-$84.1K	0.44%	32
2024 Q1	$4.95M	Buy	24,108 +189	+0.8%	+$38.8K	0.43%	34
2023 Q4	$5.02M	Buy	23,919 +274	+1%	+$57.5K	0.46%	29
2023 Q3	$4.37M	Buy	23,645 +158	+0.7%	+$29.2K	0.45%	30
2023 Q2	$4.87M	Sell	23,487 -774	-3%	-$161K	0.5%	24
2023 Q1	$4.64M	Buy	24,261 +284	+1%	+$54.3K	0.5%	24
2022 Q4	$5.14M	Sell	23,977 -137	-0.6%	-$29.4K	0.57%	27
2022 Q3	$4.17M	Buy	24,114 +221	+0.9%	+$38.2K	0.49%	27
2022 Q2	$4.15M	Buy	23,893 +1,677	+8%	+$291K	0.48%	28
2022 Q1	$4.32M	Buy	22,216 +2,114	+11%	+$411K	0.43%	35
2021 Q4	$4.19M	Buy	20,102 +1,648	+9%	+$344K	0.41%	35
2021 Q3	$3.92M	Buy	18,454 +3,231	+21%	+$686K	0.43%	30
2021 Q2	$3.34M	Buy	15,223 +604	+4%	+$132K	0.37%	36
2021 Q1	$3.17M	Buy	14,619 +1,350	+10%	+$293K	0.37%	35
2020 Q4	$2.82M	Buy	13,269 +5,024	+61%	+$1.07M	0.36%	37
2020 Q3	$1.36M	Buy	8,245 +153	+2%	+$25.2K	0.19%	51
2020 Q2	$1.17M	Buy	8,092 +5,714	+240%	+$826K	0.17%	51
2020 Q1	$318K	Buy	2,378 +752	+46%	+$101K	0.05%	92
2019 Q4	$288K	Hold	1,626	–	–	0.04%	131
2019 Q3	$275K	Hold	1,626	–	–	0.04%	121
2019 Q2	$282K	Sell	1,626 -56	-3%	-$9.71K	0.04%	119
2019 Q1	$267K	Hold	1,682	–	–	0.04%	119
2018 Q4	$222K	Sell	1,682 -73	-4%	-$9.64K	0.04%	121
2018 Q3	$245K	Sell	1,755 -47	-3%	-$6.56K	0.04%	112
2018 Q2	$249K	Hold	1,802	–	–	0.04%	120
2018 Q1	$250K	Hold	1,802	–	–	0.04%	117
2017 Q4	$265K	Hold	1,802	–	–	0.04%	114
2017 Q3	$245K	Hold	1,802	–	–	0.05%	113
2017 Q2	$230K	Buy	1,802 +132	+8%	+$16.8K	0.05%	109
2017 Q1	$200K	Buy	+1,670	New	+$200K	0.04%	113