Mount Yale Investment 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 | $516K | Buy |
17,889
+394
| +2% | +$11.4K | 0.04% | 335 |
|
|
2025
Q1 | $475K | Sell |
17,495
-862
| -5% | -$23.4K | 0.04% | 337 |
|
|
2024
Q4 | $524K | Buy |
18,357
+2,629
| +17% | +$75.1K | 0.04% | 333 |
|
|
2024
Q3 | $499K | Sell |
15,728
-1,315
| -8% | -$41.7K | 0.05% | 344 |
|
|
2024
Q2 | $549K | Sell |
17,043
-12
| -0.1% | -$387 | 0.04% | 325 |
|
|
2024
Q1 | $635K | Sell |
17,055
-5,637
| -25% | -$210K | 0.05% | 308 |
|
|
2023
Q4 | $701K | Sell |
22,692
-26,504
| -54% | -$819K | 0.07% | 261 |
|
|
2023
Q3 | $1.65M | Buy |
49,196
+25,628
| +109% | +$862K | 0.18% | 126 |
|
|
2023
Q2 | $714K | Buy |
23,568
+7,910
| +51% | +$240K | 0.08% | 254 |
|
|
2023
Q1 | $415K | Buy |
15,658
+6,186
| +65% | +$164K | 0.05% | 323 |
|
|
2022
Q4 | $217K | Sell |
9,472
-1,887
| -17% | -$43.1K | 0.02% | 419 |
|
|
2022
Q3 | $245K | Buy |
11,359
+1,192
| +12% | +$25.7K | 0.03% | 377 |
|
|
2022
Q2 | $246K | Buy |
+10,167
| New | +$246K | 0.03% | 404 |
|