Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$159K Sell
6,544
-5,222
-44% -$151K ﹤0.01% 1312
2025
Q4
$347K Sell
11,766
-479
-4% -$14.5K 0.01% 837
2025
Q3
$377K Buy
12,245
+180
+1% +$5.87K 0.01% 772
2025
Q2
$348K Sell
12,065
-34
-0.3% -$991 0.01% 769
2025
Q1
$328K Sell
12,099
-239
-2% -$6.82K 0.01% 742
2024
Q4
$352K Sell
12,338
-11,530
-48% -$326K 0.01% 700
2024
Q3
$757K Buy
23,868
+7,221
+43% +$229K 0.02% 448
2024
Q2
$537K Buy
16,647
+634
+4% +$21.5K 0.01% 519
2024
Q1
$596K Buy
16,013
+5,476
+52% +$188K 0.02% 480
2023
Q4
$326K Buy
10,537
+47
+0.4% +$1.48K 0.01% 622
2023
Q3
$353K Buy
10,490
+718
+7% +$23.1K 0.01% 568
2023
Q2
$296K Buy
9,772
+507
+5% +$14.3K 0.01% 629
2023
Q1
$245K Sell
9,265
-961
-9% -$24.1K 0.01% 677
2022
Q4
$234K Buy
10,226
+921
+10% +$21.3K 0.01% 631
2022
Q3
$201K Buy
9,305
+3,624
+64% +$91.6K 0.01% 679
2022
Q2
$137K Sell
5,681
-644
-10% -$16.5K 0.01% 837
2022
Q1
$181K Sell
6,325
-553
-8% -$16.2K 0.01% 770
2021
Q4
$196K Buy
6,878
+916
+15% +$26.6K 0.01% 758
2021
Q3
$183K Sell
5,962
-199
-3% -$6.26K 0.01% 754
2021
Q2
$198K Buy
6,161
+796
+15% +$24.7K 0.01% 688
2021
Q1
$162K Buy
5,365
+15
+0.3% +$432 0.01% 708
2020
Q4
$151K Sell
5,350
-672
-11% -$18.1K 0.01% 676
2020
Q3
$143K Buy
6,022
+110
+2% +$2.78K 0.01% 664
2020
Q2
$151K Buy
5,912
+768
+15% +$18.7K 0.01% 619
2020
Q1
$115K Buy
5,144
+62
+1% +$1.58K 0.01% 632
2019
Q4
$144K Buy
5,082
+389
+8% +$10.8K 0.01% 624
2019
Q3
$122K Buy
4,693
+2,876
+158% +$72.5K 0.01% 656
2019
Q2
$47K Sell
1,817
-3,246
-64% -$86.4K ﹤0.01% 930
2019
Q1
$138K Buy
5,063
+1,499
+42% +$42.1K 0.02% 506
2018
Q4
$94K Buy
3,564
+1,502
+73% +$41.6K 0.01% 557
2018
Q3
$62K Buy
2,062
+944
+84% +$28.1K 0.01% 740
2018
Q2
$32K Sell
1,118
-140
-11% -$4.61K ﹤0.01% 884
2018
Q1
$44K Buy
1,258
+237
+23% +$8.36K 0.01% 740
2017
Q4
$35K Buy
1,021
+196
+24% +$6.34K 0.01% 812
2017
Q3
$27K Buy
825
+50
+6% +$1.41K ﹤0.01% 889
2017
Q2
$22K Sell
775
-305
-28% -$8.63K ﹤0.01% 973
2017
Q1
$31K Buy
1,080
+328
+44% +$10.1K 0.01% 801
2016
Q4
$22K Buy
+752
New +$22.1K 0.01% 833

Other funds holding HMC