Willow Creek Wealth 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 | $530K | Hold |
2,277
| – | – | 0.05% | 96 |
|
|
2025
Q1 | $482K | Hold |
2,277
| – | – | 0.05% | 92 |
|
|
2024
Q4 | $514K | Hold |
2,277
| – | – | 0.05% | 88 |
|
|
2024
Q3 | $471K | Buy |
2,277
+137
| +6% | +$28.3K | 0.05% | 89 |
|
|
2024
Q2 | $457K | Sell |
2,140
-18
| -0.8% | -$3.84K | 0.05% | 89 |
|
|
2024
Q1 | $443K | Sell |
2,158
-189
| -8% | -$38.8K | 0.05% | 90 |
|
|
2023
Q4 | $492K | Buy |
2,347
+235
| +11% | +$49.3K | 0.06% | 82 |
|
|
2023
Q3 | $390K | Sell |
2,112
-1,002
| -32% | -$185K | 0.06% | 86 |
|
|
2023
Q2 | $646K | Buy |
3,114
+1,009
| +48% | +$209K | 0.09% | 74 |
|
|
2023
Q1 | $402K | Hold |
2,105
| – | – | 0.06% | 83 |
|
|
2022
Q4 | $451K | Sell |
2,105
-1,152
| -35% | -$247K | 0.07% | 75 |
|
|
2022
Q3 | $544K | Sell |
3,257
-5,970
| -65% | -$997K | 0.11% | 66 |
|
|
2022
Q2 | $1.6M | Buy |
9,227
+901
| +11% | +$157K | 0.3% | 39 |
|
|
2022
Q1 | $1.62M | Sell |
8,326
-11
| -0.1% | -$2.14K | 0.33% | 39 |
|
|
2021
Q4 | $1.74M | Buy |
8,337
+11
| +0.1% | +$2.29K | 0.36% | 34 |
|
|
2021
Q3 | $1.77M | Hold |
8,326
| – | – | 0.39% | 30 |
|
|
2021
Q2 | $1.83M | Buy |
8,326
+6,274
| +306% | +$1.38M | 0.44% | 27 |
|
|
2021
Q1 | $445K | Sell |
2,052
-51
| -2% | -$11.1K | 0.16% | 45 |
|
|
2020
Q4 | $447K | Sell |
2,103
-48
| -2% | -$10.2K | 0.17% | 43 |
|
|
2020
Q3 | $354K | Buy |
2,151
+152
| +8% | +$25K | 0.15% | 47 |
|
|
2020
Q2 | $289K | Sell |
1,999
-25
| -1% | -$3.61K | 0.13% | 50 |
|
|
2020
Q1 | $271K | Hold |
2,024
| – | – | 0.14% | 44 |
|
|
2019
Q4 | $358K | Hold |
2,024
| – | – | 0.16% | 45 |
|
|
2019
Q3 | $342K | Sell |
2,024
-901
| -31% | -$152K | 0.16% | 47 |
|
|
2019
Q2 | $511K | Buy |
2,925
+25
| +0.9% | +$4.37K | 0.24% | 34 |
|
|
2019
Q1 | $461K | Hold |
2,900
| – | – | 0.23% | 37 |
|
|
2018
Q4 | $383K | Sell |
2,900
-126
| -4% | -$16.6K | 0.2% | 39 |
|
|
2018
Q3 | $483K | Sell |
3,026
-51
| -2% | -$8.14K | 0.27% | 35 |
|
|
2018
Q2 | $425K | Hold |
3,077
| – | – | 0.24% | 34 |
|
|
2018
Q1 | $426K | Buy |
+3,077
| New | +$426K | 0.23% | 38 |
|