Plante Moran Financial Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 847 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 859 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$35K | – | 793 |
|
|
2018
Q2 | $35K | Buy |
1,200
+530
| +79% | +$15.5K | 0.02% | 402 |
|
|
2018
Q1 | $23K | Hold |
670
| – | – | 0.01% | 476 |
|
|
2017
Q4 | $23K | Sell |
670
-800
| -54% | -$27.5K | 0.01% | 477 |
|
|
2017
Q3 | $43K | Sell |
1,470
-315
| -18% | -$9.21K | 0.03% | 338 |
|
|
2017
Q2 | $49K | Buy |
1,785
+1,470
| +467% | +$40.4K | 0.03% | 321 |
|
|
2017
Q1 | $10K | Hold |
315
| – | – | 0.01% | 575 |
|
|
2016
Q4 | $9K | Hold |
315
| – | – | 0.01% | 601 |
|
|
2016
Q3 | $9K | Hold |
315
| – | – | 0.01% | 608 |
|
|
2016
Q2 | $8K | Hold |
315
| – | – | 0.01% | 553 |
|
|
2016
Q1 | $9K | Sell |
315
-200
| -39% | -$5.71K | 0.01% | 498 |
|
|
2015
Q4 | $16K | Buy |
515
+200
| +63% | +$6.21K | 0.01% | 486 |
|
|
2015
Q3 | $9K | Hold |
315
| – | – | 0.01% | 494 |
|
|
2015
Q2 | $10K | Hold |
315
| – | – | 0.01% | 524 |
|
|
2015
Q1 | $10K | Hold |
315
| – | – | 0.01% | 516 |
|
|
2014
Q4 | $9K | Hold |
315
| – | – | 0.01% | 559 |
|
|
2014
Q3 | $11K | Hold |
315
| – | – | 0.01% | 512 |
|
|
2014
Q2 | $11K | Hold |
315
| – | – | 0.01% | 503 |
|
|
2014
Q1 | $11K | Hold |
315
| – | – | 0.01% | 346 |
|
|
2013
Q4 | $13K | Hold |
315
| – | – | 0.01% | 407 |
|
|
2013
Q3 | $12K | Hold |
315
| – | – | 0.01% | 368 |
|
|
2013
Q2 | $12K | Buy |
+315
| New | +$12K | 0.01% | 316 |
|