J.P. Morgan Private Wealth Advisors’s Honda HMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $407K | Sell |
12,108
-432
| -3% | -$14.5K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $380K | Sell |
12,540
-20,303
| -62% | -$615K | ﹤0.01% | 1140 |
|
|
2023
Q1 | $870K | Buy |
32,843
+4,234
| +15% | +$112K | ﹤0.01% | 1231 |
|
|
2022
Q4 | $654K | Sell |
28,609
-5,644
| -16% | -$129K | ﹤0.01% | 1343 |
|
|
2022
Q3 | $740K | Buy |
34,253
+7,791
| +29% | +$168K | ﹤0.01% | 1286 |
|
|
2022
Q2 | $639K | Sell |
26,462
-198
| -0.7% | -$4.78K | ﹤0.01% | 1355 |
|
|
2022
Q1 | $753K | Buy |
26,660
+4,702
| +21% | +$133K | ﹤0.01% | 1341 |
|
|
2021
Q4 | $625K | Sell |
21,958
-6,182
| -22% | -$176K | ﹤0.01% | 1461 |
|
|
2021
Q3 | $863K | Buy |
28,140
+741
| +3% | +$22.7K | ﹤0.01% | 1285 |
|
|
2021
Q2 | $882K | Buy |
27,399
+2,275
| +9% | +$73.2K | ﹤0.01% | 1253 |
|
|
2021
Q1 | $759K | Buy |
25,124
+6,786
| +37% | +$205K | ﹤0.01% | 1159 |
|
|
2020
Q4 | $518K | Sell |
18,338
-2,986
| -14% | -$84.3K | ﹤0.01% | 1280 |
|
|
2020
Q3 | $505K | Sell |
21,324
-507
| -2% | -$12K | ﹤0.01% | 1145 |
|
|
2020
Q2 | $558K | Buy |
21,831
+952
| +5% | +$24.3K | ﹤0.01% | 1041 |
|
|
2020
Q1 | $469K | Sell |
20,879
-19,266
| -48% | -$433K | ﹤0.01% | 957 |
|
|
2019
Q4 | $1.14M | Sell |
40,145
-33,220
| -45% | -$941K | 0.01% | 760 |
|
|
2019
Q3 | $1.91M | Sell |
73,365
-4,524
| -6% | -$118K | 0.01% | 598 |
|
|
2019
Q2 | $2.01M | Sell |
77,889
-2,487
| -3% | -$64.3K | 0.01% | 589 |
|
|
2019
Q1 | $2.18M | Buy |
80,376
+26,617
| +50% | +$723K | 0.01% | 593 |
|
|
2018
Q4 | $1.42M | Sell |
53,759
-19,133
| -26% | -$506K | 0.01% | 647 |
|
|
2018
Q3 | $2.19M | Sell |
72,892
-1,104
| -1% | -$33.2K | 0.01% | 607 |
|
|
2018
Q2 | $2.17M | Buy |
73,996
+1,766
| +2% | +$51.7K | 0.01% | 588 |
|
|
2018
Q1 | $2.51M | Sell |
72,230
-3,893
| -5% | -$135K | 0.02% | 443 |
|
|
2017
Q4 | $2.59M | Sell |
76,123
-5,188
| -6% | -$177K | 0.02% | 445 |
|
|
2017
Q3 | $2.4M | Buy |
81,311
+1,347
| +2% | +$39.8K | 0.02% | 433 |
|
|
2017
Q2 | $2.19M | Buy |
79,964
+9,791
| +14% | +$268K | 0.02% | 442 |
|
|
2017
Q1 | $2.12M | Buy |
70,173
+16,286
| +30% | +$493K | 0.02% | 456 |
|
|
2016
Q4 | $1.57M | Buy |
53,887
+8,811
| +20% | +$257K | 0.01% | 483 |
|
|
2016
Q3 | $1.3M | Sell |
45,076
-47
| -0.1% | -$1.36K | 0.01% | 527 |
|
|
2016
Q2 | $1.14M | Buy |
45,123
+22,266
| +97% | +$564K | 0.01% | 566 |
|
|
2016
Q1 | $625K | Buy |
22,857
+8,358
| +58% | +$229K | 0.01% | 679 |
|
|
2015
Q4 | $463K | Buy |
14,499
+3,703
| +34% | +$118K | ﹤0.01% | 720 |
|
|
2015
Q3 | $323K | Sell |
10,796
-5,514
| -34% | -$165K | ﹤0.01% | 769 |
|
|
2015
Q2 | $528K | Buy |
16,310
+772
| +5% | +$25K | 0.01% | 656 |
|
|
2015
Q1 | $509K | Buy |
15,538
+1,071
| +7% | +$35.1K | 0.01% | 719 |
|
|
2014
Q4 | $427K | Buy |
+14,467
| New | +$427K | 0.01% | 770 |
|
|
2014
Q2 | – | Sell |
-7,254
| Closed | -$256K | – | 901 |
|
|
2014
Q1 | $256K | Buy |
+7,254
| New | +$256K | ﹤0.01% | 756 |
|