SWM
SilverOak Wealth Management’s Honeywell HON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Buy |
1,819
+6
| +0.3% | +$1.4K | 0.08% | 70 |
|
2025
Q1 | $384K | Hold |
1,813
| – | – | 0.08% | 67 |
|
2024
Q4 | $410K | Buy |
1,813
+6
| +0.3% | +$1.36K | 0.09% | 66 |
|
2024
Q3 | $374K | Hold |
1,807
| – | – | 0.08% | 68 |
|
2024
Q2 | $386K | Sell |
1,807
-146
| -7% | -$31.2K | 0.09% | 65 |
|
2024
Q1 | $401K | Sell |
1,953
-103
| -5% | -$21.1K | 0.1% | 62 |
|
2023
Q4 | $431K | Buy |
+2,056
| New | +$431K | 0.12% | 57 |
|