Summit Wealth Partners’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
1,493
| – | – | 0.07% | 167 |
|
|
2025
Q1 | $316K | Hold |
1,493
| – | – | 0.06% | 170 |
|
|
2024
Q4 | $337K | Hold |
1,493
| – | – | 0.07% | 157 |
|
|
2024
Q3 | $309K | Sell |
1,493
-40
| -3% | -$8.27K | 0.06% | 190 |
|
|
2024
Q2 | $327K | Buy |
1,533
+100
| +7% | +$21.4K | 0.07% | 168 |
|
|
2024
Q1 | $294K | Hold |
1,433
| – | – | 0.06% | 180 |
|
|
2023
Q4 | $301K | Hold |
1,433
| – | – | 0.07% | 162 |
|
|
2023
Q3 | $265K | Sell |
1,433
-128
| -8% | -$23.6K | 0.07% | 160 |
|
|
2023
Q2 | $324K | Hold |
1,561
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $298K | Hold |
1,561
| – | – | 0.08% | 147 |
|
|
2022
Q4 | $335K | Hold |
1,561
| – | – | 0.09% | 135 |
|
|
2022
Q3 | $261K | Hold |
1,561
| – | – | 0.07% | 133 |
|
|
2022
Q2 | $271K | Hold |
1,561
| – | – | 0.07% | 129 |
|
|
2022
Q1 | $304K | Hold |
1,561
| – | – | 0.07% | 126 |
|
|
2021
Q4 | $325K | Sell |
1,561
-92
| -6% | -$19.2K | 0.07% | 122 |
|
|
2021
Q3 | $351K | Hold |
1,653
| – | – | 0.08% | 109 |
|
|
2021
Q2 | $363K | Hold |
1,653
| – | – | 0.09% | 109 |
|
|
2021
Q1 | $359K | Hold |
1,653
| – | – | 0.09% | 109 |
|
|
2020
Q4 | $352K | Hold |
1,653
| – | – | 0.1% | 103 |
|
|
2020
Q3 | $272K | Hold |
1,653
| – | – | 0.08% | 126 |
|
|
2020
Q2 | $239K | Hold |
1,653
| – | – | 0.08% | 129 |
|
|
2020
Q1 | $221K | Buy |
1,653
+228
| +16% | +$30.5K | 0.09% | 100 |
|
|
2019
Q4 | $252K | Buy |
+1,425
| New | +$252K | 0.09% | 102 |
|