Perigon Wealth Management’s Honda HMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,407
| Closed | -$207K | – | 1052 |
|
2024
Q4 | $207K | Sell |
7,407
-558
| -7% | -$15.6K | 0.01% | 963 |
|
2024
Q3 | $253K | Sell |
7,965
-1,258
| -14% | -$39.9K | 0.01% | 847 |
|
2024
Q2 | $297K | Buy |
9,223
+2,187
| +31% | +$70.5K | 0.01% | 695 |
|
2024
Q1 | $262K | Buy |
+7,036
| New | +$262K | 0.01% | 720 |
|
2023
Q4 | – | Sell |
-8,284
| Closed | -$279K | – | 851 |
|
2023
Q3 | $279K | Buy |
+8,284
| New | +$279K | 0.01% | 614 |
|
2017
Q1 | – | Sell |
-1,044
| Closed | -$33K | – | 652 |
|
2016
Q4 | $33K | Hold |
1,044
| – | – | 0.01% | 401 |
|
2016
Q3 | $30K | Buy |
+1,044
| New | +$30K | 0.01% | 352 |
|