AWA
Acorn Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
4,550
+296
| +7% | +$109K | 0.62% | 39 |
|
|
2025
Q1 | $1.56M | Buy |
4,254
+50
| +1% | +$18.3K | 0.65% | 36 |
|
|
2024
Q4 | $1.64M | Buy |
4,204
+223
| +6% | +$86.8K | 0.68% | 35 |
|
|
2024
Q3 | $1.61M | Buy |
3,981
+17
| +0.4% | +$6.89K | 0.69% | 34 |
|
|
2024
Q2 | $1.36M | Buy |
3,964
+12
| +0.3% | +$4.13K | 0.67% | 35 |
|
|
2024
Q1 | $1.52M | Buy |
3,952
+165
| +4% | +$63.3K | 0.79% | 31 |
|
|
2023
Q4 | $1.31M | Sell |
3,787
-24
| -0.6% | -$8.32K | 0.78% | 29 |
|
|
2023
Q3 | $1.15M | Sell |
3,811
-198
| -5% | -$59.8K | 0.77% | 30 |
|
|
2023
Q2 | $1.25M | Buy |
4,009
+748
| +23% | +$232K | 0.85% | 29 |
|
|
2023
Q1 | $962K | Buy |
3,261
+2
| +0.1% | +$590 | 0.71% | 32 |
|
|
2022
Q4 | $1.03M | Buy |
3,259
+20
| +0.6% | +$6.32K | 0.79% | 30 |
|
|
2022
Q3 | $894K | Sell |
3,239
-76
| -2% | -$21K | 0.73% | 31 |
|
|
2022
Q2 | $909K | Buy |
3,315
+1
| +0% | +$274 | 0.72% | 31 |
|
|
2022
Q1 | $992K | Sell |
3,314
-111
| -3% | -$33.2K | 0.68% | 33 |
|
|
2021
Q4 | $1.42M | Buy |
3,425
+27
| +0.8% | +$11.2K | 0.9% | 27 |
|
|
2021
Q3 | $1.12M | Hold |
3,398
| – | – | 0.78% | 33 |
|
|
2021
Q2 | $1.08M | Buy |
3,398
+1
| +0% | +$319 | 0.75% | 30 |
|
|
2021
Q1 | $1.04M | Buy |
3,397
+92
| +3% | +$28.1K | 0.74% | 28 |
|
|
2020
Q4 | $878K | Sell |
3,305
-139
| -4% | -$36.9K | 0.69% | 32 |
|
|
2020
Q3 | $957K | Buy |
3,444
+188
| +6% | +$52.2K | 0.84% | 24 |
|
|
2020
Q2 | $816K | Sell |
3,256
-174
| -5% | -$43.6K | 0.76% | 27 |
|
|
2020
Q1 | $646K | Buy |
3,430
+153
| +5% | +$28.8K | 0.72% | 31 |
|
|
2019
Q4 | $714K | Sell |
3,277
-34
| -1% | -$7.41K | 0.6% | 36 |
|
|
2019
Q3 | $777K | Buy |
3,311
+2
| +0.1% | +$469 | 0.67% | 31 |
|
|
2019
Q2 | $695K | Sell |
3,309
-142
| -4% | -$29.8K | 0.64% | 34 |
|
|
2019
Q1 | $706K | Sell |
3,451
-68
| -2% | -$13.9K | 0.64% | 32 |
|
|
2018
Q4 | $626K | Buy |
3,519
+2
| +0.1% | +$356 | 0.64% | 32 |
|
|
2018
Q3 | $634K | Buy |
3,517
+2
| +0.1% | +$361 | 0.63% | 36 |
|
|
2018
Q2 | $682K | Buy |
3,515
+1
| +0% | +$194 | 0.58% | 31 |
|
|
2018
Q1 | $659K | Sell |
3,514
-398
| -10% | -$74.6K | 0.57% | 31 |
|
|
2017
Q4 | $754K | Buy |
+3,912
| New | +$754K | 0.69% | 28 |
|