Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$624K Buy
+26,394
New +$765K 0.11% 345
2025
Q4
Sell
-17,424
Closed -$537K 1051
2025
Q3
$537K Buy
17,424
+693
+4% +$22.6K 0.08% 468
2025
Q2
$482K Buy
16,731
+8,105
+94% +$236K 0.08% 481
2025
Q1
$234K Buy
+8,626
New +$246K 0.04% 750
2023
Q4
Sell
-11,036
Closed -$371K 843
2023
Q3
$371K Buy
+11,036
New +$355K 0.11% 362
2023
Q2
Sell
-18,781
Closed -$498K 802
2023
Q1
$498K Buy
18,781
+8,361
+80% +$210K 0.16% 219
2022
Q4
$238K Buy
+10,420
New +$241K 0.1% 426
2022
Q2
Sell
-12,119
Closed -$342K 622
2022
Q1
$342K Buy
+12,119
New +$356K 0.19% 220
2017
Q3
Sell
-8,700
Closed -$238K 752
2017
Q2
$238K Buy
+8,700
New +$246K 0.08% 493

Other funds holding HMC