WR Wealth Planners’s Honda HMC Stock Holding History

WR Wealth Planners’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.4K	Buy	84 +16	+24%	+$452	﹤0.01%	827
2024 Q3	$2.16K	Sell	68 -34	-33%	-$1.08K	﹤0.01%	894
2024 Q2	$3.29K	Hold	102	–	–	﹤0.01%	784
2024 Q1	$3.8K	Buy	+102	New	+$3.5K	﹤0.01%	774
2023 Q4	–	Sell	-180	Closed	-$6.05K	–	475
2023 Q3	$6.05K	Hold	180	–	–	﹤0.01%	649
2023 Q2	$5.46K	Sell	180 -40	-18%	-$1.13K	﹤0.01%	669
2023 Q1	$5.83K	Buy	+220	New	+$5.52K	﹤0.01%	661

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's HMC Position: Q4 2024 in Review

WR Wealth Planners increased its Honda (HMC) stake by 24% in Q4 2024, buying an estimated $452 and bringing the position to 84 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

WR Wealth Planners first reported a position in HMC in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.05K in Q3 2023. 355 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

WR Wealth Planners held 84 shares of Honda worth $2.4K as of Q4 2024.
WR Wealth Planners bought 16 Honda shares in Q4 2024, an estimated $452.
Honda made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #827 holding.
WR Wealth Planners first reported a position in Honda in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Honda position peaked at $6.05K in Q3 2023.
355 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.