B. Riley Wealth Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,313
| Closed | -$1.12M | – | 1201 |
|
|
2024
Q3 | $1.12M | Sell |
35,313
-3,354
| -9% | -$106K | 0.03% | 471 |
|
|
2024
Q2 | $1.25M | Buy |
+38,667
| New | +$1.25M | 0.03% | 468 |
|
|
2024
Q1 | – | Sell |
-27,733
| Closed | -$857K | – | 1479 |
|
|
2023
Q4 | $857K | Buy |
+27,733
| New | +$857K | 0.02% | 583 |
|
|
2023
Q3 | – | Sell |
-9,402
| Closed | -$285K | – | 1575 |
|
|
2023
Q2 | $285K | Sell |
9,402
-1,450
| -13% | -$44K | 0.01% | 1147 |
|
|
2023
Q1 | $287K | Buy |
+10,852
| New | +$287K | 0.01% | 1092 |
|
|
2020
Q2 | – | Sell |
-47,537
| Closed | -$1.07M | – | 878 |
|
|
2020
Q1 | $1.07M | Sell |
47,537
-201
| -0.4% | -$4.52K | 0.09% | 225 |
|
|
2019
Q4 | $1.35M | Buy |
47,738
+51
| +0.1% | +$1.44K | 0.12% | 200 |
|
|
2019
Q3 | $1.25M | Buy |
47,687
+20,833
| +78% | +$544K | 0.12% | 192 |
|
|
2019
Q2 | $695K | Buy |
+26,854
| New | +$695K | 0.08% | 273 |
|
|
2018
Q4 | – | Sell |
-6,936
| Closed | -$210K | – | 698 |
|
|
2018
Q3 | $210K | Sell |
6,936
-91
| -1% | -$2.76K | 0.03% | 633 |
|
|
2018
Q2 | $206K | Sell |
7,027
-332
| -5% | -$9.73K | 0.03% | 605 |
|
|
2018
Q1 | $257K | Sell |
7,359
-5,939
| -45% | -$207K | 0.04% | 500 |
|
|
2017
Q4 | $455K | Buy |
13,298
+6,126
| +85% | +$210K | 0.06% | 337 |
|
|
2017
Q3 | $213K | Sell |
7,172
-166
| -2% | -$4.93K | 0.04% | 478 |
|
|
2017
Q2 | $202K | Sell |
7,338
-6,834
| -48% | -$188K | 0.04% | 480 |
|
|
2017
Q1 | $429K | Sell |
14,172
-652
| -4% | -$19.7K | 0.09% | 264 |
|
|
2016
Q4 | $433K | Sell |
14,824
-290
| -2% | -$8.47K | 0.09% | 258 |
|
|
2016
Q3 | $235K | Buy |
15,114
+7,015
| +87% | +$109K | 0.05% | 488 |
|
|
2016
Q2 | $207K | Buy |
8,099
+280
| +4% | +$7.16K | 0.04% | 520 |
|
|
2016
Q1 | $214K | Buy |
7,819
+80
| +1% | +$2.19K | 0.05% | 454 |
|
|
2015
Q4 | $248K | Sell |
7,739
-320
| -4% | -$10.3K | 0.05% | 423 |
|
|
2015
Q3 | $242K | Buy |
8,059
+11
| +0.1% | +$330 | 0.06% | 414 |
|
|
2015
Q2 | $262K | Buy |
8,048
+938
| +13% | +$30.5K | 0.07% | 374 |
|
|
2015
Q1 | $233K | Sell |
7,110
-7,943
| -53% | -$260K | 0.06% | 425 |
|
|
2014
Q4 | $2.37K | Buy |
+15,053
| New | +$2.37K | 0.05% | 499 |
|
|
2014
Q3 | – | Sell |
-5,667
| Closed | -$198K | – | 1183 |
|
|
2014
Q2 | $198K | Buy |
+5,667
| New | +$198K | 0.05% | 457 |
|