Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.12K Sell
87
-35
-29% -$1.01K ﹤0.01% 3943
2025
Q4
$3.6K Buy
122
+4
+3% +$121 ﹤0.01% 3582
2025
Q3
$3.63K Sell
118
-317
-73% -$10.3K ﹤0.01% 3432
2025
Q2
$12.5K Sell
435
-134
-24% -$3.91K ﹤0.01% 2796
2025
Q1
$15.4K Buy
569
+17
+3% +$485 ﹤0.01% 2405
2024
Q4
$15.8K Sell
552
-133
-19% -$3.76K ﹤0.01% 2354
2024
Q3
$21.7K Sell
685
-152
-18% -$4.82K ﹤0.01% 2114
2024
Q2
$27K Buy
837
+15
+2% +$508 ﹤0.01% 1943
2024
Q1
$30.6K Sell
822
-8
-1% -$275 ﹤0.01% 1780
2023
Q4
$25.7K Buy
830
+75
+10% +$2.37K ﹤0.01% 1814
2023
Q3
$25.4K Buy
755
+91
+14% +$2.93K ﹤0.01% 1821
2023
Q2
$20.1K Sell
664
-400
-38% -$11.3K ﹤0.01% 1988
2023
Q1
$33.6K Sell
1,064
-957
-47% -$24K ﹤0.01% 1770
2022
Q4
$64K Sell
2,021
-411
-17% -$9.52K ﹤0.01% 2066
2022
Q3
$77K Buy
2,432
+197
+9% +$4.98K ﹤0.01% 2041
2022
Q2
$71K Hold
2,235
﹤0.01% 1916
2022
Q1
$71K Buy
2,235
+1,835
+459% +$53.9K ﹤0.01% 1916
2021
Q4
$11K Sell
400
-48
-11% -$1.4K ﹤0.01% 2184
2021
Q3
$13K Buy
448
+48
+12% +$1.51K ﹤0.01% 2168
2021
Q2
$13K Hold
400
﹤0.01% 2115
2021
Q1
$12K Buy
+400
New +$11.5K ﹤0.01% 2060
2020
Q4
Hold
0
3449
2020
Q3
Hold
0
3326
2020
Q2
Hold
0
3191
2020
Q1
Sell
-249
Closed -$6.37K 3179
2019
Q4
$7K Sell
249
-547
-69% -$15.2K ﹤0.01% 2067
2019
Q3
$22K Buy
+796
New +$20.1K ﹤0.01% 1720
2019
Q1
$37K Sell
1,400
-1,500
-52% -$42.1K 0.01% 1095
2018
Q4
$77K Sell
2,900
-357
-11% -$9.88K ﹤0.01% 1344
2018
Q3
$98K Buy
3,257
+208
+7% +$6.19K ﹤0.01% 1481
2018
Q2
$89K Sell
3,049
-266
-8% -$8.75K ﹤0.01% 1546
2018
Q1
$113K Hold
3,315
0.01% 1313
2017
Q4
$113K Sell
3,315
-1,022
-24% -$33K 0.01% 1322
2017
Q3
$128K Sell
4,337
-547
-11% -$15.4K 0.01% 1405
2017
Q2
$134K Buy
4,884
+571
+13% +$16.1K 0.01% 1368
2017
Q1
$131K Buy
4,313
+108
+3% +$3.33K 0.01% 1342
2016
Q4
$123K Sell
4,205
-204
-5% -$5.99K 0.01% 1318
2016
Q3
$127K Buy
4,409
+97
+2% +$2.77K 0.01% 1236
2016
Q2
$109K Buy
4,312
+2,912
+208% +$78.4K 0.01% 1280
2016
Q1
$37K Sell
1,400
-349
-20% -$9.58K 0.01% 1095
2015
Q4
$56K Buy
+1,749
New +$56.7K ﹤0.01% 1539

Other funds holding HMC