9WM
9258 Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.27M | Buy |
15,473
+1,127
| +8% | +$457K | 0.93% | 23 |
|
|
2024
Q2 | $4.94M | Sell |
14,346
-79
| -0.5% | -$27.2K | 0.76% | 26 |
|
|
2024
Q1 | $5.53M | Buy |
14,425
+542
| +4% | +$208K | 0.86% | 24 |
|
|
2023
Q4 | $4.81M | Buy |
13,883
+557
| +4% | +$193K | 0.85% | 25 |
|
|
2023
Q3 | $4.03M | Buy |
13,326
+103
| +0.8% | +$31.1K | 0.78% | 26 |
|
|
2023
Q2 | $4.11M | Buy |
13,223
+54
| +0.4% | +$16.8K | 0.77% | 27 |
|
|
2023
Q1 | $3.89M | Buy |
13,169
+77
| +0.6% | +$22.7K | 0.78% | 28 |
|
|
2022
Q4 | $4.14M | Buy |
13,092
+687
| +6% | +$217K | 0.89% | 25 |
|
|
2022
Q3 | $3.42M | Sell |
12,405
-667
| -5% | -$184K | 0.88% | 28 |
|
|
2022
Q2 | $3.59M | Buy |
13,072
+322
| +3% | +$88.3K | 0.92% | 18 |
|
|
2022
Q1 | $3.82M | Buy |
12,750
+807
| +7% | +$242K | 0.89% | 20 |
|
|
2021
Q4 | $4.96M | Buy |
11,943
+579
| +5% | +$240K | 1.14% | 13 |
|
|
2021
Q3 | $3.73M | Buy |
11,364
+157
| +1% | +$51.5K | 1% | 17 |
|
|
2021
Q2 | $3.57M | Buy |
11,207
+104
| +0.9% | +$33.2K | 0.96% | 17 |
|
|
2021
Q1 | $3.39M | Buy |
11,103
+337
| +3% | +$103K | 1.02% | 18 |
|
|
2020
Q4 | $2.86M | Sell |
10,766
-137
| -1% | -$36.4K | 0.93% | 19 |
|
|
2020
Q3 | $2.91M | Buy |
10,903
+161
| +1% | +$42.9K | 1.1% | 17 |
|
|
2020
Q2 | $2.69M | Buy |
10,742
+99
| +0.9% | +$24.8K | 1.09% | 17 |
|
|
2020
Q1 | $2.32M | Buy |
10,643
+215
| +2% | +$46.8K | 1.02% | 18 |
|
|
2019
Q4 | $2.28M | Buy |
10,428
+1,394
| +15% | +$304K | 0.83% | 21 |
|
|
2019
Q3 | $2.1M | Buy |
9,034
+253
| +3% | +$58.7K | 1.63% | 8 |
|
|
2019
Q2 | $1.83M | Buy |
8,781
+515
| +6% | +$107K | 1.47% | 10 |
|
|
2019
Q1 | $1.59M | Buy |
8,266
+200
| +2% | +$38.4K | 1.35% | 13 |
|
|
2018
Q4 | $1.39M | Buy |
+8,066
| New | +$1.39M | 1.34% | 13 |
|