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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

HON holding history

Honeywell International Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HON overviewAll 13F holders of HONFull Q1 2025 holdings

Shares (Q1 2025)
53,417
Value
$11.3M
% of portfolio
0.7%
Quarters held
17
Since Q1 2021
Holdings of HON by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202553,417$11.3M0.7%−11,044−17.1%ReducedHolders
Q4 202464,461$14.6M0.8%+5,103+8.6%AddedHolders
Q3 202459,358$12.3M0.8%+5,333+9.9%AddedHolders
Q2 202454,025$11.5M0.9%+50,518+1,440.5%AddedHolders
Q1 20243,507$719.8K0.1%−126−3.5%ReducedHolders
Q4 20233,633$761.9K0.1%−189−4.9%ReducedHolders
Q3 20233,822$706.1K0.1%−732−16.1%ReducedHolders
Q2 20234,554$945.0K0.1%00.0%UnchangedHolders
Q1 20234,554$870.4K0.1%+529+13.1%AddedHolders
Q4 20224,025$862.6K0.1%+590+17.2%AddedHolders
Q3 20223,435$574.0K0.1%−1,456−29.8%ReducedHolders
Q2 20224,891$850.0K0.1%−814−14.3%ReducedHolders
Q1 20225,705$1.11M0.1%+135+2.4%AddedHolders
Q4 20215,570$1.16M0.1%−201−3.5%ReducedHolders
Q3 20215,771$1.23M0.1%−8,188−58.7%ReducedHolders
Q2 202113,959$3.06M0.4%+5,178+59.0%AddedHolders
Q1 20218,781$1.91M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.