United Capital Financial 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 | $509K | Buy |
17,657
+816
| +5% | +$23.5K | ﹤0.01% | 764 |
|
|
2025
Q1 | $457K | Buy |
16,841
+991
| +6% | +$26.9K | ﹤0.01% | 765 |
|
|
2024
Q4 | $453K | Sell |
15,850
-2,488
| -14% | -$71K | ﹤0.01% | 751 |
|
|
2024
Q3 | $582K | Buy |
18,338
+1,398
| +8% | +$44.4K | ﹤0.01% | 691 |
|
|
2024
Q2 | $546K | Sell |
16,940
-164
| -1% | -$5.29K | ﹤0.01% | 683 |
|
|
2024
Q1 | $637K | Buy |
17,104
+2,558
| +18% | +$95.2K | 0.01% | 666 |
|
|
2023
Q4 | $450K | Buy |
+14,546
| New | +$450K | ﹤0.01% | 748 |
|
|
2020
Q1 | – | Sell |
-9,012
| Closed | -$255K | – | 1262 |
|
|
2019
Q4 | $255K | Buy |
+9,012
| New | +$255K | ﹤0.01% | 1188 |
|
|
2019
Q3 | – | Sell |
-11,229
| Closed | -$290K | – | 1373 |
|
|
2019
Q2 | $290K | Sell |
11,229
-1,235
| -10% | -$31.9K | ﹤0.01% | 1212 |
|
|
2019
Q1 | $339K | Sell |
12,464
-1,443
| -10% | -$39.2K | ﹤0.01% | 1076 |
|
|
2018
Q4 | $368K | Sell |
13,907
-3,068
| -18% | -$81.2K | ﹤0.01% | 1005 |
|
|
2018
Q3 | $511K | Buy |
16,975
+1,977
| +13% | +$59.5K | ﹤0.01% | 966 |
|
|
2018
Q2 | $439K | Buy |
14,998
+1,234
| +9% | +$36.1K | ﹤0.01% | 965 |
|
|
2018
Q1 | $478K | Buy |
13,764
+2,218
| +19% | +$77K | ﹤0.01% | 973 |
|
|
2017
Q4 | $393K | Buy |
11,546
+1,227
| +12% | +$41.8K | ﹤0.01% | 1034 |
|
|
2017
Q3 | $305K | Buy |
10,319
+1,916
| +23% | +$56.6K | ﹤0.01% | 1109 |
|
|
2017
Q2 | $230K | Buy |
8,403
+259
| +3% | +$7.09K | ﹤0.01% | 1163 |
|
|
2017
Q1 | $246K | Buy |
+8,144
| New | +$246K | ﹤0.01% | 1123 |
|
|
2016
Q2 | – | Sell |
-8,367
| Closed | -$229K | – | 1268 |
|
|
2016
Q1 | $229K | Sell |
8,367
-12,789
| -60% | -$350K | ﹤0.01% | 1084 |
|
|
2015
Q4 | $676K | Sell |
21,156
-4,111
| -16% | -$131K | 0.01% | 805 |
|
|
2015
Q3 | $755K | Sell |
25,267
-3,158
| -11% | -$94.4K | 0.01% | 769 |
|
|
2015
Q2 | $921K | Sell |
28,425
-144
| -0.5% | -$4.67K | 0.01% | 737 |
|
|
2015
Q1 | $958K | Sell |
28,569
-3,009
| -10% | -$101K | 0.01% | 729 |
|
|
2014
Q4 | $932K | Sell |
31,578
-27,314
| -46% | -$806K | 0.01% | 666 |
|
|
2014
Q3 | $2.02M | Buy |
58,892
+9,978
| +20% | +$342K | 0.04% | 436 |
|
|
2014
Q2 | $1.71M | Sell |
48,914
-7,686
| -14% | -$269K | 0.03% | 446 |
|
|
2014
Q1 | $2M | Buy |
+56,600
| New | +$2M | 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 | +$783K | 0.02% | 442 |
|