Geneos Wealth Management’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8K | Sell |
2,318
-2,309
| -50% | -$66.6K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $126K | Buy |
4,627
+3,669
| +383% | +$99.5K | ﹤0.01% | 1442 |
|
|
2024
Q4 | $27.4K | Sell |
958
-88
| -8% | -$2.51K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $33.2K | Buy |
1,046
+573
| +121% | +$18.2K | ﹤0.01% | 1349 |
|
|
2024
Q2 | $15.3K | Hold |
473
| – | – | ﹤0.01% | 1429 |
|
|
2024
Q1 | $17.6K | Buy |
473
+373
| +373% | +$13.9K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $3.09K | Sell |
100
-1,950
| -95% | -$60.3K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $69K | Hold |
2,050
| – | – | ﹤0.01% | 978 |
|
|
2023
Q2 | $62.1K | Hold |
2,050
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q1 | $54.3K | Hold |
2,050
| – | – | ﹤0.01% | 1047 |
|
|
2022
Q4 | $46.9K | Sell |
2,050
-88
| -4% | -$2.01K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $46K | Sell |
2,138
-17
| -0.8% | -$366 | ﹤0.01% | 1059 |
|
|
2022
Q2 | $52K | Sell |
2,155
-144
| -6% | -$3.48K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $64K | Sell |
2,299
-233
| -9% | -$6.49K | ﹤0.01% | 1265 |
|
|
2021
Q4 | $72K | Sell |
2,532
-100
| -4% | -$2.84K | ﹤0.01% | 1308 |
|
|
2021
Q3 | $80K | Hold |
2,632
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q2 | $85K | Buy |
2,632
+100
| +4% | +$3.23K | ﹤0.01% | 1229 |
|
|
2021
Q1 | $75K | Buy |
2,532
+68
| +3% | +$2.01K | ﹤0.01% | 1423 |
|
|
2020
Q4 | $75K | Sell |
2,464
-97
| -4% | -$2.95K | ﹤0.01% | 1261 |
|
|
2020
Q3 | $60K | Hold |
2,561
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q2 | $64K | Buy |
2,561
+167
| +7% | +$4.17K | ﹤0.01% | 1120 |
|
|
2020
Q1 | $55K | Buy |
2,394
+1
| +0% | +$23 | ﹤0.01% | 1072 |
|
|
2019
Q4 | $68K | Buy |
2,393
+1,951
| +441% | +$55.4K | ﹤0.01% | 1105 |
|
|
2019
Q3 | $11K | Sell |
442
-24
| -5% | -$597 | ﹤0.01% | 1856 |
|
|
2019
Q2 | $12K | Hold |
466
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q1 | $12K | Buy |
466
+4
| +0.9% | +$103 | ﹤0.01% | 1775 |
|
|
2018
Q4 | $12K | Buy |
462
+126
| +38% | +$3.27K | ﹤0.01% | 1724 |
|
|
2018
Q3 | $10K | Hold |
336
| – | – | ﹤0.01% | 1843 |
|
|
2018
Q2 | $9K | Buy |
336
+1
| +0.3% | +$27 | ﹤0.01% | 1758 |
|
|
2018
Q1 | $11K | Hold |
335
| – | – | ﹤0.01% | 1609 |
|
|
2017
Q4 | $11K | Sell |
335
-135
| -29% | -$4.43K | ﹤0.01% | 1603 |
|
|
2017
Q3 | $13K | Hold |
470
| – | – | ﹤0.01% | 1478 |
|
|
2017
Q2 | $12K | Hold |
470
| – | – | ﹤0.01% | 1469 |
|
|
2017
Q1 | $14K | Buy |
470
+240
| +104% | +$7.15K | ﹤0.01% | 1367 |
|
|
2016
Q4 | $6K | Hold |
230
| – | – | ﹤0.01% | 1577 |
|
|
2016
Q3 | $6K | Hold |
230
| – | – | ﹤0.01% | 1511 |
|
|
2016
Q2 | $5K | Hold |
230
| – | – | ﹤0.01% | 1518 |
|
|
2016
Q1 | $6K | Buy |
+230
| New | +$6K | ﹤0.01% | 1440 |
|