WFA
West Financial Advisors’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Hold |
695
| – | – | 0.03% | 65 |
|
|
2025
Q1 | $147K | Hold |
695
| – | – | 0.03% | 70 |
|
|
2024
Q4 | $157K | Hold |
695
| – | – | 0.03% | 65 |
|
|
2024
Q3 | $144K | Hold |
695
| – | – | 0.03% | 62 |
|
|
2024
Q2 | $148K | Hold |
695
| – | – | 0.03% | 61 |
|
|
2024
Q1 | $143K | Hold |
695
| – | – | 0.03% | 61 |
|
|
2023
Q4 | $146K | Hold |
695
| – | – | 0.03% | 60 |
|
|
2023
Q3 | $128K | Hold |
695
| – | – | 0.03% | 62 |
|
|
2023
Q2 | $144K | Buy |
695
+31
| +5% | +$6.43K | 0.04% | 61 |
|
|
2023
Q1 | $127K | Hold |
664
| – | – | 0.03% | 63 |
|
|
2022
Q4 | $142K | Sell |
664
-200
| -23% | -$42.9K | 0.04% | 61 |
|
|
2022
Q3 | $144K | Hold |
864
| – | – | 0.04% | 62 |
|
|
2022
Q2 | $150K | Hold |
864
| – | – | 0.04% | 62 |
|
|
2022
Q1 | $168K | Hold |
864
| – | – | 0.04% | 62 |
|
|
2021
Q4 | $180K | Hold |
864
| – | – | 0.05% | 62 |
|
|
2021
Q3 | $183K | Hold |
864
| – | – | 0.05% | 54 |
|
|
2021
Q2 | $190K | Hold |
864
| – | – | 0.06% | 47 |
|
|
2021
Q1 | $188K | Hold |
864
| – | – | 0.06% | 48 |
|
|
2020
Q4 | $184K | Buy |
+864
| New | +$184K | 0.07% | 47 |
|