Shakespeare Wealth Management’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
2,286
+6
+0.3% +$1.4K 0.14% 59
2025
Q1
$483K Sell
2,280
-70
-3% -$14.8K 0.13% 67
2024
Q4
$531K Sell
2,350
-72
-3% -$16.3K 0.14% 60
2024
Q3
$501K Buy
2,422
+11
+0.5% +$2.27K 0.13% 64
2024
Q2
$515K Sell
2,411
-97
-4% -$20.7K 0.15% 57
2024
Q1
$515K Hold
2,508
0.15% 55
2023
Q4
$526K Hold
2,508
0.16% 55
2023
Q3
$463K Hold
2,508
0.16% 54
2023
Q2
$520K Hold
2,508
0.18% 52
2023
Q1
$479K Hold
2,508
0.17% 48
2022
Q4
$537K Hold
2,508
0.2% 46
2022
Q3
$419K Sell
2,508
-2
-0.1% -$334 0.18% 50
2022
Q2
$435K Hold
2,510
0.18% 49
2022
Q1
$492K Buy
2,510
+2
+0.1% +$392 0.18% 47
2021
Q4
$523K Hold
2,508
0.19% 46
2021
Q3
$541K Hold
2,508
0.21% 45
2021
Q2
$576K Hold
2,508
0.22% 44
2021
Q1
$544K Hold
2,508
0.22% 44
2020
Q4
$533K Hold
2,508
0.23% 43
2020
Q3
$413K Hold
2,508
0.22% 47
2020
Q2
$363K Hold
2,508
0.21% 46
2020
Q1
$336K Hold
2,508
0.23% 44
2019
Q4
$444K Hold
2,508
0.24% 50
2019
Q3
$424K Hold
2,508
0.25% 47
2019
Q2
$438K Buy
+2,508
New +$438K 0.28% 44