United Capital Financial Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $342K | Sell |
14,051
-5,914
| -30% | -$171K | ﹤0.01% | 1271 |
|
|
2025
Q4 | $589K | Buy |
19,965
+1,017
| +5% | +$30.9K | ﹤0.01% | 908 |
|
|
2025
Q3 | $584K | Buy |
18,948
+1,291
| +7% | +$42.1K | ﹤0.01% | 814 |
|
|
2025
Q2 | $509K | Buy |
17,657
+816
| +5% | +$23.8K | ﹤0.01% | 773 |
|
|
2025
Q1 | $457K | Buy |
16,841
+991
| +6% | +$28.3K | ﹤0.01% | 773 |
|
|
2024
Q4 | $453K | Sell |
15,850
-2,488
| -14% | -$70.3K | ﹤0.01% | 758 |
|
|
2024
Q3 | $582K | Buy |
18,338
+1,398
| +8% | +$44.4K | ﹤0.01% | 691 |
|
|
2024
Q2 | $546K | Sell |
16,940
-164
| -1% | -$5.55K | ﹤0.01% | 689 |
|
|
2024
Q1 | $637K | Buy |
17,104
+2,558
| +18% | +$87.9K | 0.01% | 672 |
|
|
2023
Q4 | $450K | Buy |
+14,546
| New | +$459K | ﹤0.01% | 749 |
|
|
2020
Q1 | – | Sell |
-9,012
| Closed | -$255K | – | 1273 |
|
|
2019
Q4 | $255K | Buy |
+9,012
| New | +$251K | ﹤0.01% | 1202 |
|
|
2019
Q3 | – | Sell |
-11,229
| Closed | -$290K | – | 1392 |
|
|
2019
Q2 | $290K | Sell |
11,229
-1,235
| -10% | -$32.9K | ﹤0.01% | 1229 |
|
|
2019
Q1 | $339K | Sell |
12,464
-1,443
| -10% | -$40.5K | ﹤0.01% | 1088 |
|
|
2018
Q4 | $368K | Sell |
13,907
-3,068
| -18% | -$84.9K | ﹤0.01% | 1005 |
|
|
2018
Q3 | $511K | Buy |
16,975
+1,977
| +13% | +$58.8K | ﹤0.01% | 966 |
|
|
2018
Q2 | $439K | Buy |
14,998
+1,234
| +9% | +$40.6K | ﹤0.01% | 965 |
|
|
2018
Q1 | $478K | Buy |
13,764
+2,218
| +19% | +$78.2K | ﹤0.01% | 973 |
|
|
2017
Q4 | $393K | Buy |
11,546
+1,227
| +12% | +$39.7K | ﹤0.01% | 1034 |
|
|
2017
Q3 | $305K | Buy |
10,319
+1,916
| +23% | +$54.1K | ﹤0.01% | 1109 |
|
|
2017
Q2 | $230K | Buy |
8,403
+259
| +3% | +$7.33K | ﹤0.01% | 1163 |
|
|
2017
Q1 | $246K | Buy |
+8,144
| New | +$251K | ﹤0.01% | 1123 |
|
|
2016
Q2 | – | Sell |
-8,367
| Closed | -$229K | – | 1268 |
|
|
2016
Q1 | $229K | Sell |
8,367
-12,789
| -60% | -$351K | ﹤0.01% | 1084 |
|
|
2015
Q4 | $676K | Sell |
21,156
-4,111
| -16% | -$133K | 0.01% | 805 |
|
|
2015
Q3 | $755K | Sell |
25,267
-3,158
| -11% | -$101K | 0.01% | 769 |
|
|
2015
Q2 | $921K | Sell |
28,425
-144
| -0.5% | -$4.9K | 0.01% | 737 |
|
|
2015
Q1 | $958K | Sell |
28,569
-3,009
| -10% | -$97K | 0.01% | 729 |
|
|
2014
Q4 | $932K | Sell |
31,578
-27,314
| -46% | -$849K | 0.01% | 666 |
|
|
2014
Q3 | $2.02M | Buy |
58,892
+9,978
| +20% | +$345K | 0.04% | 436 |
|
|
2014
Q2 | $1.71M | Sell |
48,914
-7,686
| -14% | -$264K | 0.03% | 446 |
|
|
2014
Q1 | $2M | Buy |
+56,600
| New | +$2.11M | 0.04% | 354 |
|
|
2013
Q4 | – | Sell |
-16,942
| Closed | -$646K | – | 696 |
|
|
2013
Q3 | $646K | Sell |
16,942
-4,091
| -19% | -$156K | 0.02% | 401 |
|
|
2013
Q2 | $783K | Buy |
+21,033
| New | +$816K | 0.02% | 442 |
|
Other funds holding HMC
MIP
DSC
EIC
