Tandem Wealth Advisors’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,316
Closed -$279K 52
2025
Q1
$279K Sell
1,316
-13
-1% -$2.75K 0.15% 49
2024
Q4
$300K Buy
1,329
+86
+7% +$19.4K 0.15% 47
2024
Q3
$257K Buy
1,243
+50
+4% +$10.3K 0.13% 49
2024
Q2
$255K Hold
1,193
0.14% 44
2024
Q1
$245K Hold
1,193
0.13% 49
2023
Q4
$250K Hold
1,193
0.14% 47
2023
Q3
$220K Sell
1,193
-30
-2% -$5.54K 0.13% 46
2023
Q2
$254K Sell
1,223
-465
-28% -$96.5K 0.15% 41
2023
Q1
$323K Sell
1,688
-17
-1% -$3.25K 0.2% 32
2022
Q4
$365K Buy
+1,705
New +$365K 0.23% 32