Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,806
Closed -$212K 604
2025
Q1
$212K Sell
7,806
-4,433
-36% -$126K 0.01% 482
2024
Q4
$349K Sell
12,239
-63
-0.5% -$1.78K 0.01% 470
2024
Q3
$390K Sell
12,302
-59
-0.5% -$1.87K 0.01% 446
2024
Q2
$399K Sell
12,361
-303
-2% -$10.3K 0.01% 408
2024
Q1
$471K Buy
12,664
+270
+2% +$9.28K 0.01% 383
2023
Q4
$383K Sell
12,394
-799
-6% -$25.2K 0.01% 423
2023
Q3
$444K Sell
13,193
-328
-2% -$10.5K 0.01% 414
2023
Q2
$410K Buy
13,521
+1,267
+10% +$35.8K 0.01% 445
2023
Q1
$325K Sell
12,254
-254
-2% -$6.38K 0.01% 513
2022
Q4
$286K Sell
12,508
-4,963
-28% -$115K 0.01% 550
2022
Q3
$377K Buy
17,471
+3,817
+28% +$96.5K 0.01% 472
2022
Q2
$330K Sell
13,654
-4,217
-24% -$108K 0.01% 481
2022
Q1
$505K Buy
17,871
+777
+5% +$22.8K 0.02% 354
2021
Q4
$486K Sell
17,094
-16
-0.1% -$465 0.02% 341
2021
Q3
$525K Buy
17,110
+3
+0% +$94 0.02% 336
2021
Q2
$551K Buy
17,107
+9,605
+128% +$298K 0.02% 330
2021
Q1
$227K Sell
7,502
-212
-3% -$6.1K 0.01% 512
2020
Q4
$218K Buy
+7,714
New +$208K 0.01% 523
2020
Q1
Sell
-8,255
Closed -$234K 522
2019
Q4
$234K Sell
8,255
-21
-0.3% -$585 0.01% 497
2019
Q3
$216K Sell
8,276
-84
-1% -$2.12K 0.01% 508
2019
Q2
$216K Buy
8,360
+654
+8% +$17.4K 0.01% 523
2019
Q1
$209K Sell
7,706
-85
-1% -$2.39K 0.01% 538
2018
Q4
$206K Sell
7,791
-15
-0.2% -$415 0.01% 528
2018
Q3
$235K Sell
7,806
-171
-2% -$5.09K 0.01% 562
2018
Q2
$233K Sell
7,977
-330
-4% -$10.9K 0.01% 554
2018
Q1
$289K Buy
8,307
+77
+0.9% +$2.72K 0.02% 496
2017
Q4
$280K Sell
8,230
-50
-0.6% -$1.62K 0.01% 524
2017
Q3
$245K Sell
8,280
-161
-2% -$4.54K 0.01% 559
2017
Q2
$231K Buy
8,441
+489
+6% +$13.8K 0.01% 564
2017
Q1
$241K Sell
7,952
-89
-1% -$2.74K 0.01% 557
2016
Q4
$235K Sell
8,041
-27
-0.3% -$793 0.01% 557
2016
Q3
$233K Buy
+8,068
New +$231K 0.01% 564

Other funds holding HMC