Number of Shares
4,794.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-117,039.91
% of Total Estimate Gain
-2.31%

HERITAGE WEALTH MANAGEMENT, LLC's Honeywell International Inc Holding Summary

As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 4,794.00 shares of Honeywell International Inc(HON), totaling $1.02 Mil. This investment constitutes 0.57% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Honeywell International Inc(HON) stock.

The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 5 purchases of HON, at an average price of $203.96, for a total of 24,815.00 shares. In addition, there have been 4 sales at an average price of $193.20 for 20,021.00 shares. Based on historical transaction data and HON's current price of $224.48, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his HON holdings is $-117,039.91, reflecting a -2.31% gain to date.

HERITAGE WEALTH MANAGEMENT, LLC HON ($224.48) Holding Chart

HERITAGE WEALTH MANAGEMENT, LLC HON ($224.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1