Baldwin Wealth Partners’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-78
| Closed | -$2.48K | – | 582 |
|
|
2024
Q3 | $2.48K | Buy |
78
+58
| +290% | +$1.84K | ﹤0.01% | 932 |
|
|
2024
Q2 | $645 | Hold |
20
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $745 | Hold |
20
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $618 | Sell |
20
-2,266
| -99% | -$71.5K | ﹤0.01% | 695 |
|
|
2023
Q3 | $76.9K | Hold |
2,286
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $69.3K | Sell |
2,286
-126
| -5% | -$3.56K | 0.01% | 371 |
|
|
2023
Q1 | $63.9K | Sell |
2,412
-27
| -1% | -$678 | 0.01% | 387 |
|
|
2022
Q4 | $55.8K | Buy |
2,439
+151
| +7% | +$3.5K | 0.01% | 402 |
|
|
2022
Q3 | $49K | Hold |
2,288
| – | – | 0.01% | 336 |
|
|
2022
Q2 | $55K | Sell |
2,288
-80
| -3% | -$2.04K | 0.01% | 343 |
|
|
2022
Q1 | $67K | Sell |
2,368
-55
| -2% | -$1.62K | 0.01% | 326 |
|
|
2021
Q4 | $69K | Hold |
2,423
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $74K | Buy |
2,423
+129
| +6% | +$4.06K | 0.01% | 302 |
|
|
2021
Q2 | $74K | Sell |
2,294
-114
| -5% | -$3.54K | 0.01% | 309 |
|
|
2021
Q1 | $73K | Buy |
2,408
+128
| +6% | +$3.68K | 0.01% | 293 |
|
|
2020
Q4 | $64K | Hold |
2,280
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $54K | Buy |
2,280
+50
| +2% | +$1.26K | 0.01% | 288 |
|
|
2020
Q2 | $57K | Hold |
2,230
| – | – | 0.01% | 278 |
|
|
2020
Q1 | $50K | Buy |
2,230
+105
| +5% | +$2.69K | 0.01% | 271 |
|
|
2019
Q4 | $60K | Hold |
2,125
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $55K | Buy |
2,125
+2,105
| +10,525% | +$53.1K | 0.01% | 293 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 499 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 499 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 492 |
|
|
2018
Q3 | $1K | Buy |
+20
| New | +$595 | ﹤0.01% | 508 |
|
Other funds holding HMC
MIP
EIC
