Ownership history in WealthPLAN Partners, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Honeywell Intl Inc (HON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,558 | +577 | +58.8% | 0.05% | $328K | $196.24 |
| 2025 Q2 | ADDED | 981 | +42 | +4.5% | 0.04% | $228K | $215.98 |
| 2024 Q4 | REDUCED | 939 | -252 | -21.2% | 0.03% | $212K | $207.32 |
| 2023 Q4 | REDUCED | 1,191 | -37 | -3.0% | 0.03% | $250K | $188.45 |
| 2023 Q3 | ADDED | 1,228 | +160 | +15.0% | 0.03% | $227K | $165.04 |
| 2023 Q2 | REDUCED | 1,068 | -325 | -23.3% | 0.03% | $222K | $184.36 |
| 2023 Q1 | REDUCED | 1,393 | -2,032 | -59.3% | 0.03% | $266K | $168.92 |
| 2022 Q4 | REDUCED | 3,425 | -511 | -13.0% | 0.05% | $688K | $188.41 |
| 2022 Q1 | ADDED | 3,936 | +138 | +3.6% | 0.05% | $762K | $168.53 |
| 2021 Q4 | ADDED | 3,798 | +62 | +1.7% | 0.05% | $777K | $179.61 |
As of 2025 Q4 — sorted by position size