Stamos Capital Partners’s Honda HMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-37,710
| Closed | -$814K | – | 152 |
|
2022
Q3 | $814K | Sell |
37,710
-42,610
| -53% | -$920K | 0.21% | 86 |
|
2022
Q2 | $1.94M | Buy |
80,320
+36,020
| +81% | +$870K | 0.59% | 39 |
|
2022
Q1 | $1.25M | Buy |
44,300
+9,100
| +26% | +$257K | 0.42% | 46 |
|
2021
Q4 | $1M | Buy |
+35,200
| New | +$1M | 0.46% | 50 |
|