Waverly 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 | $321K | Buy |
11,139
+146
| +1% | +$4.21K | ﹤0.01% | 941 |
|
|
2025
Q1 | $298K | Buy |
10,993
+863
| +9% | +$23.4K | ﹤0.01% | 924 |
|
|
2024
Q4 | $289K | Buy |
+10,130
| New | +$289K | ﹤0.01% | 830 |
|
|
2018
Q1 | – | Sell |
-315
| Closed | -$11K | – | 265 |
|
|
2017
Q4 | $11K | Buy |
+315
| New | +$11K | ﹤0.01% | 320 |
|
|
2014
Q4 | – | Sell |
-57
| Closed | -$2K | – | 531 |
|
|
2014
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 723 |
|
|
2014
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 695 |
|
|
2014
Q1 | $2K | Sell |
57
-4
| -7% | -$140 | ﹤0.01% | 657 |
|
|
2013
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 746 |
|