JFS Wealth Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7K | Hold |
439
| – | – | ﹤0.01% | 791 |
|
|
2025
Q1 | $11.9K | Hold |
439
| – | – | ﹤0.01% | 823 |
|
|
2024
Q4 | $12.5K | Sell |
439
-94
| -18% | -$2.68K | ﹤0.01% | 786 |
|
|
2024
Q3 | $16.9K | Hold |
533
| – | – | ﹤0.01% | 676 |
|
|
2024
Q2 | $17.2K | Hold |
533
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $19.8K | Hold |
533
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $16.5K | Hold |
533
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $17.9K | Buy |
533
+7
| +1% | +$235 | ﹤0.01% | 573 |
|
|
2023
Q2 | $15.9K | Buy |
526
+45
| +9% | +$1.36K | ﹤0.01% | 593 |
|
|
2023
Q1 | $12.7K | Hold |
481
| – | – | ﹤0.01% | 636 |
|
|
2022
Q4 | $11K | Sell |
481
-2,118
| -81% | -$48.4K | ﹤0.01% | 673 |
|
|
2022
Q3 | $56K | Sell |
2,599
-497
| -16% | -$10.7K | 0.01% | 361 |
|
|
2022
Q2 | $75K | Sell |
3,096
-471
| -13% | -$11.4K | 0.01% | 329 |
|
|
2022
Q1 | $101K | Buy |
3,567
+387
| +12% | +$11K | 0.01% | 303 |
|
|
2021
Q4 | $90K | Buy |
3,180
+110
| +4% | +$3.11K | 0.01% | 324 |
|
|
2021
Q3 | $94K | Hold |
3,070
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $99K | Sell |
3,070
-100
| -3% | -$3.23K | 0.01% | 222 |
|
|
2021
Q1 | $96K | Hold |
3,170
| – | – | 0.02% | 197 |
|
|
2020
Q4 | $90K | Hold |
3,170
| – | – | 0.02% | 199 |
|
|
2020
Q3 | $75K | Sell |
3,170
-129
| -4% | -$3.05K | 0.02% | 198 |
|
|
2020
Q2 | $84K | Sell |
3,299
-260
| -7% | -$6.62K | 0.02% | 193 |
|
|
2020
Q1 | $80K | Hold |
3,559
| – | – | 0.02% | 190 |
|
|
2019
Q4 | $101K | Hold |
3,559
| – | – | 0.02% | 195 |
|
|
2019
Q3 | $93K | Hold |
3,559
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $92K | Buy |
3,559
+93
| +3% | +$2.4K | 0.02% | 193 |
|
|
2019
Q1 | $94K | Hold |
3,466
| – | – | 0.02% | 188 |
|
|
2018
Q4 | $92K | Hold |
3,466
| – | – | 0.02% | 183 |
|
|
2018
Q3 | $104K | Hold |
3,466
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $101K | Hold |
3,466
| – | – | 0.03% | 191 |
|
|
2018
Q1 | $120K | Sell |
3,466
-730
| -17% | -$25.3K | 0.03% | 183 |
|
|
2017
Q4 | $143K | Sell |
4,196
-360
| -8% | -$12.3K | 0.04% | 170 |
|
|
2017
Q3 | $135K | Buy |
4,556
+94
| +2% | +$2.79K | 0.03% | 168 |
|
|
2017
Q2 | $122K | Sell |
4,462
-191
| -4% | -$5.22K | 0.03% | 160 |
|
|
2017
Q1 | $136K | Hold |
4,653
| – | – | 0.04% | 155 |
|
|
2016
Q4 | $136K | Sell |
4,653
-47
| -1% | -$1.37K | 0.04% | 155 |
|
|
2016
Q3 | $136K | Hold |
4,700
| – | – | 0.04% | 158 |
|
|
2016
Q2 | $119K | Hold |
4,700
| – | – | 0.03% | 195 |
|
|
2016
Q1 | $128K | Hold |
4,700
| – | – | 0.04% | 157 |
|
|
2015
Q4 | $150K | Hold |
4,700
| – | – | 0.04% | 155 |
|
|
2015
Q3 | $141K | Buy |
4,700
+250
| +6% | +$7.5K | 0.06% | 132 |
|
|
2015
Q2 | $144K | Buy |
4,450
+190
| +4% | +$6.15K | 0.07% | 107 |
|
|
2015
Q1 | $140K | Buy |
4,260
+490
| +13% | +$16.1K | 0.07% | 105 |
|
|
2014
Q4 | $111K | Buy |
3,770
+370
| +11% | +$10.9K | 0.02% | 122 |
|
|
2014
Q3 | $117K | Buy |
3,400
+370
| +12% | +$12.7K | 0.02% | 111 |
|
|
2014
Q2 | $106K | Buy |
+3,030
| New | +$106K | 0.02% | 123 |
|