Alan B. Lancz & Associates’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
1,550
+50
| +3% | +$18.3K | 0.57% | 42 |
|
|
2025
Q1 | $550K | Buy |
1,500
+50
| +3% | +$18.3K | 0.59% | 45 |
|
|
2024
Q4 | $564K | Sell |
1,450
-50
| -3% | -$19.5K | 0.57% | 44 |
|
|
2024
Q3 | $608K | Buy |
1,500
+150
| +11% | +$60.8K | 0.56% | 42 |
|
|
2024
Q2 | $465K | Buy |
+1,350
| New | +$465K | 0.46% | 53 |
|
|
2023
Q4 | $468K | Hold |
1,350
| – | – | 0.49% | 52 |
|
|
2023
Q3 | $408K | Hold |
1,350
| – | – | 0.46% | 63 |
|
|
2023
Q2 | $419K | Hold |
1,350
| – | – | 0.45% | 70 |
|
|
2023
Q1 | $398K | Hold |
1,350
| – | – | 0.41% | 73 |
|
|
2022
Q4 | $447K | Hold |
1,350
| – | – | 0.45% | 65 |
|
|
2022
Q3 | $373K | Hold |
1,350
| – | – | 0.44% | 67 |
|
|
2022
Q2 | $406K | Sell |
1,350
-168
| -11% | -$50.5K | 0.4% | 70 |
|
|
2022
Q1 | $454K | Hold |
1,518
| – | – | 0.4% | 74 |
|
|
2021
Q4 | $630K | Buy |
+1,518
| New | +$630K | 0.55% | 49 |
|