Summit Trail Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
+12,168
| New | +$351K | 0.01% | 864 |
|
|
2024
Q4 | – | Sell |
-11,135
| Closed | -$353K | – | 540 |
|
|
2024
Q3 | $353K | Buy |
11,135
+2,072
| +23% | +$65.7K | 0.01% | 501 |
|
|
2024
Q2 | $292K | Buy |
+9,063
| New | +$292K | 0.01% | 501 |
|
|
2018
Q1 | – | Sell |
-2,688
| Closed | -$97K | – | 965 |
|
|
2017
Q4 | $97K | Buy |
+2,688
| New | +$97K | 0.01% | 639 |
|