Allen Wealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-732
Closed -$252K 60
2024
Q2
$252K Hold
732
0.22% 55
2024
Q1
$281K Sell
732
-8
-1% -$3.07K 0.25% 50
2023
Q4
$257K Buy
+740
New +$257K 0.25% 48