AWM
Affinity Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
18,812
+224
| +1% | +$82.1K | 1.1% | 23 |
|
|
2025
Q1 | $6.81M | Buy |
18,588
+121
| +0.7% | +$44.3K | 1.26% | 21 |
|
|
2024
Q4 | $7.18M | Buy |
18,467
+458
| +3% | +$178K | 1.27% | 23 |
|
|
2024
Q3 | $7.3M | Buy |
18,009
+97
| +0.5% | +$39.3K | 1.29% | 21 |
|
|
2024
Q2 | $6.17M | Buy |
17,912
+102
| +0.6% | +$35.1K | 1.13% | 23 |
|
|
2024
Q1 | $6.83M | Buy |
17,810
+65
| +0.4% | +$24.9K | 1.27% | 26 |
|
|
2023
Q4 | $6.15M | Buy |
17,745
+579
| +3% | +$201K | 1.26% | 25 |
|
|
2023
Q3 | $5.19M | Buy |
17,166
+278
| +2% | +$84K | 1.19% | 28 |
|
|
2023
Q2 | $5.25M | Buy |
16,888
+356
| +2% | +$111K | 1.2% | 27 |
|
|
2023
Q1 | $4.88M | Buy |
16,532
+244
| +1% | +$72K | 1.15% | 29 |
|
|
2022
Q4 | $5.14M | Buy |
16,288
+578
| +4% | +$183K | 1.22% | 19 |
|
|
2022
Q3 | $4.34M | Buy |
15,710
+466
| +3% | +$129K | 1.08% | 20 |
|
|
2022
Q2 | $4.4M | Buy |
15,244
+560
| +4% | +$161K | 1.01% | 22 |
|
|
2022
Q1 | $4.58M | Sell |
14,684
-126
| -0.9% | -$39.3K | 0.93% | 24 |
|
|
2021
Q4 | $5.38M | Buy |
14,810
+253
| +2% | +$91.9K | 1.11% | 22 |
|
|
2021
Q3 | $4.73M | Buy |
14,557
+470
| +3% | +$153K | 0.93% | 25 |
|
|
2021
Q2 | $4.6M | Buy |
14,087
+320
| +2% | +$104K | 0.91% | 28 |
|
|
2021
Q1 | $4.46M | Buy |
13,767
+86
| +0.6% | +$27.8K | 0.91% | 26 |
|
|
2020
Q4 | $3.74M | Buy |
13,681
+639
| +5% | +$175K | 0.79% | 28 |
|
|
2020
Q3 | $3.68M | Buy |
13,042
+363
| +3% | +$102K | 0.99% | 20 |
|
|
2020
Q2 | $3.37M | Buy |
12,679
+1,847
| +17% | +$490K | 4.25% | 5 |
|
|
2020
Q1 | $2.37M | Sell |
10,832
-1,192
| -10% | -$261K | 1.42% | 8 |
|
|
2019
Q4 | $2.63M | Buy |
12,024
+604
| +5% | +$132K | 0.97% | 17 |
|
|
2019
Q3 | $2.65M | Sell |
11,420
-76
| -0.7% | -$17.6K | 1.06% | 18 |
|
|
2019
Q2 | $2.39M | Buy |
11,496
+216
| +2% | +$44.9K | 0.94% | 17 |
|
|
2019
Q1 | $2.17M | Sell |
11,280
-105
| -0.9% | -$20.2K | 0.86% | 18 |
|
|
2018
Q4 | $1.96M | Buy |
+11,385
| New | +$1.96M | 1.18% | 14 |
|
|
2017
Q3 | $286K | Buy |
1,747
+4
| +0.2% | +$655 | 0.18% | 51 |
|
|
2017
Q2 | $267K | Sell |
1,743
-163
| -9% | -$25K | 0.17% | 46 |
|
|
2017
Q1 | $280K | Buy |
1,906
+4
| +0.2% | +$588 | 0.16% | 45 |
|
|
2016
Q4 | $255K | Sell |
1,902
-64
| -3% | -$8.58K | 0.14% | 50 |
|
|
2016
Q3 | $253K | Buy |
1,966
+3
| +0.2% | +$386 | 0.16% | 46 |
|
|
2016
Q2 | $251K | Buy |
+1,963
| New | +$251K | 0.17% | 39 |
|