Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$212K Sell
8,719
-542
-6% -$15.7K ﹤0.01% 3983
2025
Q4
$273K Sell
9,261
-6,195
-40% -$188K ﹤0.01% 3849
2025
Q3
$476K Sell
15,456
-2,251
-13% -$73.4K ﹤0.01% 3606
2025
Q2
$510K Sell
17,707
-1,505
-8% -$43.9K ﹤0.01% 3612
2025
Q1
$521K Buy
19,212
+6,626
+53% +$189K ﹤0.01% 3655
2024
Q4
$359K Sell
12,586
-5,881
-32% -$166K ﹤0.01% 4044
2024
Q3
$586K Buy
18,467
+1,344
+8% +$42.6K ﹤0.01% 3632
2024
Q2
$552K Sell
17,123
-60
-0.3% -$2.03K ﹤0.01% 3333
2024
Q1
$640K Sell
17,183
-2,308
-12% -$79.3K ﹤0.01% 3394
2023
Q4
$602K Buy
19,491
+333
+2% +$10.5K ﹤0.01% 3263
2023
Q3
$644K Sell
19,158
-3,122
-14% -$100K ﹤0.01% 2869
2023
Q2
$675K Sell
22,280
-2,415
-10% -$68.2K ﹤0.01% 3147
2023
Q1
$654K Buy
24,695
+3,614
+17% +$90.7K ﹤0.01% 2906
2022
Q4
$482K Sell
21,081
-7,953
-27% -$184K ﹤0.01% 3201
2022
Q3
$627K Sell
29,034
-1,678
-5% -$42.4K ﹤0.01% 3067
2022
Q2
$743K Buy
30,712
+4,077
+15% +$104K ﹤0.01% 2920
2022
Q1
$752K Sell
26,635
-958
-3% -$28.1K ﹤0.01% 3197
2021
Q4
$785K Sell
27,593
-3,999
-13% -$116K ﹤0.01% 3476
2021
Q3
$970K Sell
31,592
-107,675
-77% -$3.39M ﹤0.01% 3108
2021
Q2
$4.48M Buy
139,267
+3,668
+3% +$114K ﹤0.01% 1991
2021
Q1
$4.09M Buy
135,599
+23,111
+21% +$665K ﹤0.01% 1924
2020
Q4
$3.18M Sell
112,488
-206,731
-65% -$5.58M ﹤0.01% 2423
2020
Q3
$7.57M Sell
319,219
-354,955
-53% -$8.98M 0.01% 1594
2020
Q2
$17.2M Sell
674,174
-110,788
-14% -$2.69M 0.02% 917
2020
Q1
$17.6M Buy
784,962
+641,707
+448% +$16.4M 0.03% 808
2019
Q4
$4.06M Buy
143,255
+49,182
+52% +$1.37M 0.01% 2218
2019
Q3
$2.45M Buy
94,073
+36,363
+63% +$917K ﹤0.01% 2641
2019
Q2
$1.49M Sell
57,710
-6,440
-10% -$171K ﹤0.01% 3176
2019
Q1
$1.74M Buy
64,150
+1,075
+2% +$30.2K ﹤0.01% 2798
2018
Q4
$1.67M Sell
63,075
-4,086
-6% -$113K ﹤0.01% 2848
2018
Q3
$2.02M Buy
67,161
+1,842
+3% +$54.8K ﹤0.01% 2738
2018
Q2
$1.91M Sell
65,319
-9,446
-13% -$311K ﹤0.01% 2711
2018
Q1
$2.6M Buy
74,765
+4,090
+6% +$144K ﹤0.01% 2369
2017
Q4
$2.41M Buy
70,675
+3,449
+5% +$111K ﹤0.01% 2488
2017
Q3
$1.99M Buy
67,226
+16,547
+33% +$467K ﹤0.01% 2668
2017
Q2
$1.39M Buy
50,679
+6,719
+15% +$190K ﹤0.01% 2966
2017
Q1
$1.33M Buy
43,960
+18,589
+73% +$573K ﹤0.01% 2911
2016
Q4
$741K Sell
25,371
-27,143
-52% -$797K ﹤0.01% 3990
2016
Q3
$1.52M Buy
52,514
+19,242
+58% +$550K ﹤0.01% 2769
2016
Q2
$843K Sell
33,272
-35,626
-52% -$959K ﹤0.01% 3130
2016
Q1
$1.88M Buy
68,898
+39,346
+133% +$1.08M ﹤0.01% 2567
2015
Q4
$944K Sell
29,552
-1,579
-5% -$51.2K ﹤0.01% 3208
2015
Q3
$931K Sell
31,131
-1,432
-4% -$45.8K ﹤0.01% 3153
2015
Q2
$1.06M Sell
32,563
-15,792
-33% -$538K ﹤0.01% 3111
2015
Q1
$1.58M Buy
48,355
+20,808
+76% +$671K ﹤0.01% 2671
2014
Q4
$814K Sell
27,547
-29,194
-51% -$908K ﹤0.01% 3353
2014
Q3
$1.95M Buy
56,741
+27,232
+92% +$941K ﹤0.01% 2566
2014
Q2
$1.03M Buy
29,509
+710
+2% +$24.3K ﹤0.01% 2950
2014
Q1
$1.02M Buy
28,799
+3,171
+12% +$118K ﹤0.01% 2859
2013
Q4
$1.06M Buy
25,628
+800
+3% +$32.4K ﹤0.01% 3125
2013
Q3
$947K Buy
24,828
+3,673
+17% +$140K ﹤0.01% 2933
2013
Q2
$788K Buy
+21,155
New +$821K ﹤0.01% 3087

Other funds holding HMC