Aletheian Wealth Advisors’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 | $410K | Hold |
1,119
| – | – | 0.2% | 64 |
|
2025
Q1 | $410K | Buy |
1,119
+155
| +16% | +$56.8K | 0.23% | 63 |
|
2024
Q4 | $375K | Sell |
964
-12
| -1% | -$4.67K | 0.22% | 61 |
|
2024
Q3 | $395K | Buy |
976
+13
| +1% | +$5.27K | 0.23% | 59 |
|
2024
Q2 | $332K | Buy |
963
+77
| +9% | +$26.5K | 0.17% | 70 |
|
2024
Q1 | $340K | Buy |
886
+124
| +16% | +$47.6K | 0.18% | 68 |
|
2023
Q4 | $264K | Sell |
762
-107
| -12% | -$37.1K | 0.17% | 70 |
|
2023
Q3 | $263K | Sell |
869
-57
| -6% | -$17.2K | 0.2% | 69 |
|
2023
Q2 | $288K | Buy |
926
+59
| +7% | +$18.3K | 0.2% | 72 |
|
2023
Q1 | $256K | Buy |
867
+105
| +14% | +$31K | 0.23% | 54 |
|
2022
Q4 | $241K | Buy |
+762
| New | +$241K | 0.21% | 73 |
|
2022
Q3 | – | Sell |
-825
| Closed | -$226K | – | 52 |
|
2022
Q2 | $226K | Buy |
825
+94
| +13% | +$25.8K | 0.23% | 53 |
|
2022
Q1 | $219K | Buy |
731
+148
| +25% | +$44.3K | 0.21% | 54 |
|
2021
Q4 | $242K | Buy |
+583
| New | +$242K | 0.24% | 45 |
|