Loring Wolcott & Coolidge Fiduciary Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-122
| Closed | -$3.88K | – | 573 |
|
|
2023
Q3 | $3.88K | Hold |
122
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $3.7K | Buy |
+122
| New | +$3.7K | ﹤0.01% | 591 |
|
|
2022
Q2 | – | Sell |
-1,900
| Closed | -$54K | – | 651 |
|
|
2022
Q1 | $54K | Hold |
1,900
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $54K | Hold |
1,900
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $58K | Sell |
1,900
-116
| -6% | -$3.54K | ﹤0.01% | 445 |
|
|
2021
Q2 | $65K | Buy |
+2,016
| New | +$65K | ﹤0.01% | 446 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$17K | – | 603 |
|
|
2014
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2014
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 500 |
|
|
2013
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 466 |
|
|
2013
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 448 |
|
|
2013
Q2 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 486 |
|