SkyOak Wealth’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+896
| New | +$209K | 0.04% | 229 |
|
|
2025
Q1 | – | Sell |
-948
| Closed | -$214K | – | 257 |
|
|
2024
Q4 | $214K | Sell |
948
-35
| -4% | -$7.91K | 0.05% | 231 |
|
|
2024
Q3 | $203K | Sell |
983
-2,000
| -67% | -$414K | 0.05% | 225 |
|
|
2024
Q2 | $637K | Hold |
2,983
| – | – | 0.15% | 97 |
|
|
2024
Q1 | $612K | Hold |
2,983
| – | – | 0.15% | 106 |
|
|
2023
Q4 | $626K | Sell |
2,983
-45
| -1% | -$9.44K | 0.16% | 101 |
|
|
2023
Q3 | $559K | Hold |
3,028
| – | – | 0.16% | 101 |
|
|
2023
Q2 | $628K | Hold |
3,028
| – | – | 0.18% | 100 |
|
|
2023
Q1 | $579K | Buy |
3,028
+52
| +2% | +$9.94K | 0.18% | 104 |
|
|
2022
Q4 | $638K | Hold |
2,976
| – | – | 0.21% | 99 |
|
|
2022
Q3 | $497K | Hold |
2,976
| – | – | 0.18% | 111 |
|
|
2022
Q2 | $517K | Sell |
2,976
-133
| -4% | -$23.1K | 0.18% | 108 |
|
|
2022
Q1 | $605K | Hold |
3,109
| – | – | 0.17% | 111 |
|
|
2021
Q4 | $648K | Sell |
3,109
-71
| -2% | -$14.8K | 0.16% | 116 |
|
|
2021
Q3 | $675K | Hold |
3,180
| – | – | 0.18% | 110 |
|
|
2021
Q2 | $698K | Buy |
3,180
+2,000
| +169% | +$439K | 0.19% | 107 |
|
|
2021
Q1 | $263K | Hold |
1,180
| – | – | 0.07% | 187 |
|
|
2020
Q4 | $251K | Buy |
+1,180
| New | +$251K | 0.08% | 182 |
|