Wealth Management Associates’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,268
+51
| +4% | +$11.9K | 0.11% | 164 |
|
|
2025
Q1 | $258K | Buy |
1,217
+1
| +0.1% | +$212 | 0.11% | 174 |
|
|
2024
Q4 | $275K | Buy |
1,216
+100
| +9% | +$22.6K | 0.12% | 162 |
|
|
2024
Q3 | $231K | Buy |
1,116
+103
| +10% | +$21.3K | 0.1% | 186 |
|
|
2024
Q2 | $216K | Hold |
1,013
| – | – | 0.1% | 184 |
|
|
2024
Q1 | $216K | Sell |
1,013
-84
| -8% | -$17.9K | 0.1% | 184 |
|
|
2023
Q4 | $230K | Buy |
+1,097
| New | +$230K | 0.12% | 171 |
|
|
2023
Q1 | – | Sell |
-967
| Closed | -$207K | – | 196 |
|
|
2022
Q4 | $207K | Buy |
+967
| New | +$207K | 0.14% | 173 |
|
|
2021
Q3 | – | Sell |
-927
| Closed | -$203K | – | 198 |
|
|
2021
Q2 | $203K | Buy |
+927
| New | +$203K | 0.12% | 191 |
|