YWM
Yoder Wealth Management’s Honeywell HON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,156
| Closed | -$239K | – | 113 |
|
|
2024
Q3 | $239K | Hold |
1,156
| – | – | 0.14% | 101 |
|
|
2024
Q2 | $247K | Sell |
1,156
-100
| -8% | -$21.4K | 0.16% | 91 |
|
|
2024
Q1 | $258K | Sell |
1,256
-60
| -5% | -$12.3K | 0.17% | 86 |
|
|
2023
Q4 | $276K | Sell |
1,316
-124
| -9% | -$26K | 0.19% | 70 |
|
|
2023
Q3 | $266K | Buy |
1,440
+53
| +4% | +$9.79K | 0.22% | 61 |
|
|
2023
Q2 | $288K | Sell |
1,387
-26
| -2% | -$5.4K | 0.23% | 61 |
|
|
2023
Q1 | $270K | Buy |
+1,413
| New | +$270K | 0.22% | 60 |
|