JWM
Janiczek Wealth Management’s Honda HMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $622K | Sell |
19,298
-854
| -4% | -$27.5K | 0.13% | 70 |
|
|
2024
Q1 | $750K | Buy |
20,152
+4,316
| +27% | +$161K | 0.16% | 61 |
|
|
2023
Q4 | $489K | Sell |
15,836
-649
| -4% | -$20.1K | 0.12% | 76 |
|
|
2023
Q3 | $555K | Buy |
16,485
+3,680
| +29% | +$124K | 0.15% | 59 |
|
|
2023
Q2 | $388K | Buy |
12,805
+1,393
| +12% | +$42.2K | 0.11% | 67 |
|
|
2023
Q1 | $298K | Buy |
11,412
+677
| +6% | +$17.7K | 0.08% | 83 |
|
|
2022
Q4 | $259K | Buy |
10,735
+6,220
| +138% | +$150K | 0.07% | 93 |
|
|
2022
Q3 | $100K | Sell |
4,515
-1,780
| -28% | -$39.4K | 0.03% | 194 |
|
|
2022
Q2 | $162K | Buy |
6,295
+742
| +13% | +$19.1K | 0.05% | 129 |
|
|
2022
Q1 | $157K | Sell |
5,553
-56
| -1% | -$1.58K | 0.04% | 147 |
|
|
2021
Q4 | $160K | Buy |
5,609
+113
| +2% | +$3.22K | 0.05% | 131 |
|
|
2021
Q3 | $169K | Buy |
5,496
+1,728
| +46% | +$53.1K | 0.06% | 113 |
|
|
2021
Q2 | $121K | Buy |
3,768
+591
| +19% | +$19K | 0.04% | 129 |
|
|
2021
Q1 | $96K | Buy |
3,177
+599
| +23% | +$18.1K | 0.04% | 139 |
|
|
2020
Q4 | $73K | Buy |
2,578
+2,014
| +357% | +$57K | 0.04% | 141 |
|
|
2020
Q3 | $13K | Buy |
+564
| New | +$13K | 0.01% | 206 |
|