BSW Wealth Partners’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
13,958
+988
| +8% | +$28.5K | 0.06% | 196 |
|
|
2025
Q1 | $352K | Sell |
12,970
-1,669
| -11% | -$45.3K | 0.05% | 210 |
|
|
2024
Q4 | $418K | Sell |
14,639
-7,804
| -35% | -$223K | 0.06% | 185 |
|
|
2024
Q3 | $712K | Buy |
22,443
+2,343
| +12% | +$74.3K | 0.11% | 108 |
|
|
2024
Q2 | $648K | Buy |
20,100
+147
| +0.7% | +$4.74K | 0.11% | 107 |
|
|
2024
Q1 | $743K | Buy |
19,953
+10,358
| +108% | +$386K | 0.13% | 97 |
|
|
2023
Q4 | $297K | Buy |
+9,595
| New | +$297K | 0.06% | 205 |
|
|
2023
Q3 | – | Sell |
-12,996
| Closed | -$394K | – | 263 |
|
|
2023
Q2 | $394K | Sell |
12,996
-4,755
| -27% | -$144K | 0.08% | 140 |
|
|
2023
Q1 | $470K | Buy |
17,751
+2,927
| +20% | +$77.5K | 0.1% | 146 |
|
|
2022
Q4 | $339K | Buy |
+14,824
| New | +$339K | 0.07% | 189 |
|
|
2022
Q3 | – | Sell |
-8,758
| Closed | -$212K | – | 280 |
|
|
2022
Q2 | $212K | Buy |
8,758
+402
| +5% | +$9.73K | 0.05% | 248 |
|
|
2022
Q1 | $236K | Buy |
+8,356
| New | +$236K | 0.06% | 243 |
|
|
2021
Q1 | – | Sell |
-7,828
| Closed | -$221K | – | 221 |
|
|
2020
Q4 | $221K | Buy |
+7,828
| New | +$221K | 0.07% | 165 |
|