Perigon Wealth Management’s Honda HMC Stock Holding History

Perigon Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,407	Closed	-$207K	–	1061
2024 Q4	$207K	Sell	7,407 -558	-7%	-$15.8K	0.01%	965
2024 Q3	$253K	Sell	7,965 -1,258	-14%	-$39.9K	0.01%	851
2024 Q2	$297K	Buy	9,223 +2,187	+31%	+$74K	0.01%	695
2024 Q1	$262K	Buy	+7,036	New	+$242K	0.01%	720
2023 Q4	–	Sell	-8,284	Closed	-$279K	–	857
2023 Q3	$279K	Buy	+8,284	New	+$266K	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	+$29.9K	0.01%	352

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return