Schechter Investment Advisors’s Honda HMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $937K | Buy |
34,551
+3,796
| +12% | +$103K | 0.08% | 246 |
|
|
2024
Q4 | $878K | Buy |
30,755
+1,238
| +4% | +$35.3K | 0.07% | 260 |
|
|
2024
Q3 | $937K | Sell |
29,517
-420
| -1% | -$13.3K | 0.07% | 262 |
|
|
2024
Q2 | $965K | Buy |
29,937
+168
| +0.6% | +$5.42K | 0.07% | 244 |
|
|
2024
Q1 | $1.11M | Buy |
29,769
+576
| +2% | +$21.4K | 0.08% | 223 |
|
|
2023
Q4 | $902K | Sell |
29,193
-2,219
| -7% | -$68.6K | 0.08% | 248 |
|
|
2023
Q3 | $1.06M | Sell |
31,412
-476
| -1% | -$16K | 0.1% | 212 |
|
|
2023
Q2 | $967K | Sell |
31,888
-5,543
| -15% | -$168K | 0.09% | 245 |
|
|
2023
Q1 | $992K | Buy |
37,431
+10,269
| +38% | +$272K | 0.09% | 259 |
|
|
2022
Q4 | $621K | Sell |
27,162
-5,400
| -17% | -$123K | 0.06% | 434 |
|
|
2022
Q3 | $703K | Buy |
32,562
+6,187
| +23% | +$134K | 0.07% | 397 |
|
|
2022
Q2 | $637K | Sell |
26,375
-4,097
| -13% | -$98.9K | 0.06% | 446 |
|
|
2022
Q1 | $862K | Buy |
30,472
+731
| +2% | +$20.7K | 0.08% | 355 |
|
|
2021
Q4 | $846K | Buy |
+29,741
| New | +$846K | 0.08% | 365 |
|