Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.67M Sell
61,783
-21,693
-26% -$552K 0.03% 807
2026
Q1
$2.03M Buy
+83,476
New +$2.42M 0.04% 702
2024
Q1
Sell
-7,780
Closed -$240K 1535
2023
Q4
$240K Sell
7,780
-17,431
-69% -$550K 0.02% 909
2023
Q3
$848K Buy
25,211
+10,191
+68% +$328K 0.08% 364
2023
Q2
$455K Buy
+15,020
New +$424K 0.05% 590
2022
Q4
Sell
-36,274
Closed -$783K 1141
2022
Q3
$783K Buy
36,274
+13,381
+58% +$338K 0.08% 368
2022
Q2
$553K Buy
+22,893
New +$585K 0.07% 399
2022
Q1
Sell
-16,979
Closed -$483K 816
2021
Q4
$483K Buy
+16,979
New +$494K 0.11% 263

Other funds holding HMC