AllGen Financial 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 | $844K | Hold |
2,301
| – | – | 0.23% | 32 |
|
|
2025
Q1 | $843K | Hold |
2,301
| – | – | 0.25% | 30 |
|
|
2024
Q4 | $895K | Hold |
2,301
| – | – | 0.3% | 33 |
|
|
2024
Q3 | $932K | Hold |
2,301
| – | – | 0.3% | 34 |
|
|
2024
Q2 | $792K | Buy |
2,301
+900
| +64% | +$310K | 0.3% | 34 |
|
|
2024
Q1 | $537K | Hold |
1,401
| – | – | 0.22% | 33 |
|
|
2023
Q4 | $486K | Hold |
1,401
| – | – | 0.25% | 30 |
|
|
2023
Q3 | $423K | Hold |
1,401
| – | – | 0.3% | 27 |
|
|
2023
Q2 | $435K | Hold |
1,401
| – | – | 0.27% | 30 |
|
|
2023
Q1 | $413K | Hold |
1,401
| – | – | 0.29% | 30 |
|
|
2022
Q4 | $443K | Hold |
1,401
| – | – | 0.32% | 30 |
|
|
2022
Q3 | $387K | Buy |
+1,401
| New | +$387K | 0.3% | 34 |
|
|
2022
Q2 | – | Sell |
-1,401
| Closed | -$419K | – | 37 |
|
|
2022
Q1 | $419K | Hold |
1,401
| – | – | 0.35% | 29 |
|
|
2021
Q4 | $581K | Buy |
+1,401
| New | +$581K | 0.43% | 31 |
|