Wealth Effects’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 |
-6,724
| Closed | -$213K | – | 222 |
|
|
2024
Q3 | $213K | Sell |
6,724
-150
| -2% | -$4.76K | 0.07% | 190 |
|
|
2024
Q2 | $222K | Sell |
6,874
-199
| -3% | -$6.42K | 0.08% | 179 |
|
|
2024
Q1 | $263K | Sell |
7,073
-700
| -9% | -$26.1K | 0.1% | 166 |
|
|
2023
Q4 | $240K | Sell |
7,773
-294
| -4% | -$9.09K | 0.09% | 184 |
|
|
2023
Q3 | $271K | Hold |
8,067
| – | – | 0.13% | 138 |
|
|
2023
Q2 | $245K | Sell |
8,067
-396
| -5% | -$12K | 0.11% | 151 |
|
|
2023
Q1 | $224K | Buy |
+8,463
| New | +$224K | 0.11% | 165 |
|
|
2022
Q4 | – | Sell |
-9,457
| Closed | -$204K | – | 199 |
|
|
2022
Q3 | $204K | Hold |
9,457
| – | – | 0.12% | 159 |
|
|
2022
Q2 | $228K | Buy |
9,457
+7
| +0.1% | +$169 | 0.14% | 151 |
|
|
2022
Q1 | $267K | Buy |
+9,450
| New | +$267K | 0.12% | 153 |
|