Venturi Wealth Management’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-165
| Closed | -$5.24K | – | 1974 |
|
|
2024
Q3 | $5.24K | Sell |
165
-83
| -33% | -$2.63K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $8K | Sell |
248
-4,267
| -95% | -$138K | ﹤0.01% | 1145 |
|
|
2024
Q1 | $168K | Hold |
4,515
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $140K | Sell |
4,515
-79
| -2% | -$2.44K | 0.01% | 377 |
|
|
2023
Q3 | $155K | Buy |
4,594
+94
| +2% | +$3.16K | 0.01% | 357 |
|
|
2023
Q2 | $136K | Sell |
4,500
-50
| -1% | -$1.52K | 0.01% | 344 |
|
|
2023
Q1 | $121K | Buy |
+4,550
| New | +$121K | 0.01% | 379 |
|