Summit Wealth Group’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
1,115
+46
| +4% | +$10.7K | 0.07% | 97 |
|
|
2025
Q1 | $226K | Sell |
1,069
-82
| -7% | -$17.3K | 0.07% | 94 |
|
|
2024
Q4 | $260K | Sell |
1,151
-5
| -0.4% | -$1.13K | 0.08% | 83 |
|
|
2024
Q3 | $239K | Hold |
1,156
| – | – | 0.07% | 89 |
|
|
2024
Q2 | $247K | Buy |
+1,156
| New | +$247K | 0.07% | 82 |
|
|
2023
Q3 | – | Sell |
-1,238
| Closed | -$257K | – | 49 |
|
|
2023
Q2 | $257K | Sell |
1,238
-178,033
| -99% | -$37M | 0.1% | 64 |
|
|
2023
Q1 | $1K | Buy |
+179,271
| New | +$1K | 0.02% | 119 |
|