SVWAG
Sound View Wealth Advisors Group’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
8,659
-110
| -1% | -$25.6K | 0.15% | 132 |
|
|
2025
Q1 | $1.86M | Buy |
8,769
+48
| +0.6% | +$10.2K | 0.15% | 128 |
|
|
2024
Q4 | $1.97M | Buy |
8,721
+260
| +3% | +$58.7K | 0.16% | 122 |
|
|
2024
Q3 | $1.75M | Buy |
8,461
+1,012
| +14% | +$209K | 0.14% | 133 |
|
|
2024
Q2 | $1.59M | Buy |
7,449
+58
| +0.8% | +$12.4K | 0.16% | 127 |
|
|
2024
Q1 | $1.52M | Sell |
7,391
-225
| -3% | -$46.2K | 0.16% | 131 |
|
|
2023
Q4 | $1.6M | Sell |
7,616
-752
| -9% | -$158K | 0.18% | 124 |
|
|
2023
Q3 | $1.55M | Buy |
8,368
+753
| +10% | +$139K | 0.19% | 110 |
|
|
2023
Q2 | $1.58M | Sell |
7,615
-811
| -10% | -$168K | 0.21% | 104 |
|
|
2023
Q1 | $1.61M | Buy |
8,426
+810
| +11% | +$155K | 0.22% | 100 |
|
|
2022
Q4 | $1.6M | Buy |
7,616
+1,286
| +20% | +$270K | 0.18% | 124 |
|
|
2022
Q3 | $1.06M | Sell |
6,330
-195
| -3% | -$32.6K | 0.24% | 104 |
|
|
2022
Q2 | $1.13M | Hold |
6,525
| – | – | 0.24% | 105 |
|
|
2022
Q1 | $1.27M | Sell |
6,525
-1,865
| -22% | -$363K | 0.24% | 103 |
|
|
2021
Q4 | $1.75M | Buy |
8,390
+215
| +3% | +$44.8K | 0.33% | 72 |
|
|
2021
Q3 | $1.74M | Sell |
8,175
-648
| -7% | -$138K | 0.36% | 69 |
|
|
2021
Q2 | $1.94M | Sell |
8,823
-1,521
| -15% | -$334K | 0.41% | 64 |
|
|
2021
Q1 | $2.25M | Buy |
10,344
+133
| +1% | +$28.9K | 0.52% | 54 |
|
|
2020
Q4 | $2.17M | Sell |
10,211
-349
| -3% | -$74.2K | 0.53% | 50 |
|
|
2020
Q3 | $1.74M | Sell |
10,560
-173
| -2% | -$28.5K | 0.46% | 58 |
|
|
2020
Q2 | $1.55M | Buy |
10,733
+120
| +1% | +$17.4K | 0.44% | 63 |
|
|
2020
Q1 | $1.42M | Buy |
10,613
+496
| +5% | +$66.4K | 0.49% | 61 |
|
|
2019
Q4 | $1.79M | Sell |
10,117
-1,119
| -10% | -$198K | 0.51% | 62 |
|
|
2019
Q3 | $1.9M | Sell |
11,236
-1,003
| -8% | -$170K | 0.57% | 58 |
|
|
2019
Q2 | $2.14M | Buy |
+12,239
| New | +$2.14M | 0.63% | 51 |
|