WealthPlan Investment Management’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
3,448
+1,521
| +79% | +$354K | 0.06% | 197 |
|
|
2025
Q1 | $408K | Sell |
1,927
-99
| -5% | -$21K | 0.04% | 190 |
|
|
2024
Q4 | $458K | Sell |
2,026
-199
| -9% | -$45K | 0.05% | 180 |
|
|
2024
Q3 | $460K | Buy |
2,225
+625
| +39% | +$129K | 0.05% | 164 |
|
|
2024
Q2 | $342K | Sell |
1,600
-200
| -11% | -$42.7K | 0.05% | 143 |
|
|
2024
Q1 | $369K | Hold |
1,800
| – | – | 0.06% | 138 |
|
|
2023
Q4 | $377K | Hold |
1,800
| – | – | 0.06% | 138 |
|
|
2023
Q3 | $333K | Buy |
1,800
+300
| +20% | +$55.4K | 0.06% | 137 |
|
|
2023
Q2 | $311K | Sell |
1,500
-500
| -25% | -$104K | 0.09% | 112 |
|
|
2023
Q1 | $382K | Sell |
2,000
-1,425
| -42% | -$272K | 0.07% | 130 |
|
|
2022
Q4 | $697K | Buy |
3,425
+167
| +5% | +$34K | 0.05% | 212 |
|
|
2022
Q3 | $696K | Buy |
+3,258
| New | +$696K | 0.05% | 200 |
|
|
2022
Q1 | $762K | Buy |
+3,936
| New | +$762K | 0.05% | 198 |
|