WR Wealth Planners’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $515K | Sell |
2,280
-55
| -2% | -$12.4K | 0.17% | 95 |
|
|
2024
Q3 | $483K | Buy |
2,335
+16
| +0.7% | +$3.31K | 0.13% | 104 |
|
|
2024
Q2 | $495K | Buy |
2,319
+15
| +0.7% | +$3.2K | 0.15% | 96 |
|
|
2024
Q1 | $473K | Sell |
2,304
-117
| -5% | -$24K | 0.15% | 98 |
|
|
2023
Q4 | $508K | Sell |
2,421
-47
| -2% | -$9.86K | 0.19% | 100 |
|
|
2023
Q3 | $456K | Hold |
2,468
| – | – | 0.17% | 96 |
|
|
2023
Q2 | $512K | Sell |
2,468
-380
| -13% | -$78.9K | 0.2% | 80 |
|
|
2023
Q1 | $544K | Buy |
2,848
+2,585
| +983% | +$494K | 0.24% | 67 |
|
|
2022
Q4 | $56.4K | Hold |
263
| – | – | 0.03% | 165 |
|
|
2022
Q3 | $43.9K | Hold |
263
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $45.7K | Hold |
263
| – | – | 0.03% | 178 |
|
|
2022
Q1 | $51.2K | Buy |
+263
| New | +$51.2K | 0.03% | 170 |
|