Shakespeare Wealth Management’s Honeywell HON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Buy	2,222 +18	+0.8%	+$4.11K	0.12%	61
2025 Q4	$430K	Sell	2,204 -134	-6%	-$26.2K	0.1%	70
2025 Q3	$464K	Sell	2,338 -87	-4%	-$18.2K	0.11%	70
2025 Q2	$532K	Buy	2,425 +6	+0.2%	+$1.21K	0.14%	59
2025 Q1	$483K	Sell	2,419 -74	-3%	-$15K	0.13%	67
2024 Q4	$531K	Sell	2,493 -77	-3%	-$16.1K	0.14%	60
2024 Q3	$501K	Buy	2,570 +12	+0.5%	+$2.33K	0.13%	64
2024 Q2	$515K	Sell	2,558 -103	-4%	-$19.6K	0.15%	57
2024 Q1	$515K	Hold	2,661	–	–	0.15%	55
2023 Q4	$526K	Hold	2,661	–	–	0.16%	55
2023 Q3	$463K	Hold	2,661	–	–	0.16%	54
2023 Q2	$520K	Hold	2,661	–	–	0.18%	52
2023 Q1	$479K	Hold	2,661	–	–	0.17%	48
2022 Q4	$537K	Hold	2,661	–	–	0.2%	46
2022 Q3	$419K	Sell	2,661 -2	-0.1%	-$348	0.18%	50
2022 Q2	$435K	Hold	2,663	–	–	0.18%	49
2022 Q1	$492K	Buy	2,663 +2	+0.1%	+$370	0.18%	47
2021 Q4	$523K	Hold	2,661	–	–	0.19%	46
2021 Q3	$541K	Hold	2,661	–	–	0.21%	45
2021 Q2	$576K	Hold	2,661	–	–	0.22%	44
2021 Q1	$544K	Hold	2,661	–	–	0.22%	44
2020 Q4	$533K	Hold	2,661	–	–	0.23%	43
2020 Q3	$413K	Hold	2,661	–	–	0.22%	47
2020 Q2	$363K	Hold	2,661	–	–	0.21%	46
2020 Q1	$336K	Hold	2,661	–	–	0.23%	44
2019 Q4	$444K	Hold	2,661	–	–	0.24%	50
2019 Q3	$424K	Hold	2,661	–	–	0.25%	47
2019 Q2	$438K	Buy	+2,661	New	+$423K	0.28%	44