SWA
SOA Wealth Advisors’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
6,373
-326
| -5% | -$8.04K | 0.03% | 224 |
|
|
2025
Q1 | $144K | Buy |
6,699
+6,049
| +931% | +$130K | 0.03% | 219 |
|
|
2024
Q4 | $147K | Sell |
650
-100
| -13% | -$22.6K | 0.03% | 215 |
|
|
2024
Q3 | $155K | Hold |
750
| – | – | 0.03% | 208 |
|
|
2024
Q2 | $160K | Hold |
750
| – | – | 0.03% | 200 |
|
|
2024
Q1 | $154K | Hold |
750
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $157K | Hold |
750
| – | – | 0.04% | 194 |
|
|
2023
Q3 | $139K | Sell |
750
-95
| -11% | -$17.6K | 0.03% | 198 |
|
|
2023
Q2 | $175K | Hold |
845
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $161K | Hold |
845
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $181K | Hold |
845
| – | – | 0.05% | 156 |
|
|
2022
Q3 | $141K | Hold |
845
| – | – | 0.04% | 172 |
|
|
2022
Q2 | $146K | Hold |
845
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $164K | Sell |
845
-68
| -7% | -$13.2K | 0.04% | 184 |
|
|
2021
Q4 | $189K | Hold |
913
| – | – | 0.05% | 163 |
|
|
2021
Q3 | $193K | Buy |
913
+13
| +1% | +$2.75K | 0.05% | 159 |
|
|
2021
Q2 | $197K | Hold |
900
| – | – | 0.05% | 154 |
|
|
2021
Q1 | $195K | Buy |
900
+95
| +12% | +$20.6K | 0.05% | 143 |
|
|
2020
Q4 | $162K | Buy |
+805
| New | +$162K | 0.04% | 148 |
|