AllSquare Wealth Management’s Home Depot HD Stock Holding History

AllSquare Wealth Management’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$126K	Hold	344	–	–	0.07%	139
2025 Q1	$126K	Sell	344 -50	-13%	-$18.3K	0.07%	134
2024 Q4	$153K	Hold	394	–	–	0.09%	122
2024 Q3	$160K	Hold	394	–	–	0.09%	123
2024 Q2	$136K	Buy	394 +18	+5%	+$6.2K	0.08%	127
2024 Q1	$144K	Hold	376	–	–	0.08%	125
2023 Q4	$130K	Hold	376	–	–	0.08%	128
2023 Q3	$114K	Sell	376 -103	-22%	-$31.1K	0.07%	129
2023 Q2	$140K	Buy	479 +101	+27%	+$29.5K	0.09%	118
2023 Q1	$112K	Sell	378 -603	-61%	-$178K	0.07%	132
2022 Q4	$310K	Sell	981 -100	-9%	-$31.6K	0.21%	66
2022 Q3	$298K	Hold	1,081	–	–	0.22%	60
2022 Q2	$296K	Sell	1,081 -13	-1%	-$3.56K	0.2%	67
2022 Q1	$327K	Buy	1,094 +31	+3%	+$9.27K	0.2%	71
2021 Q4	$441K	Buy	1,063 +49	+5%	+$20.3K	0.26%	55
2021 Q3	$333K	Hold	1,014	–	–	0.2%	67
2021 Q2	$323K	Buy	1,014 +6	+0.6%	+$1.91K	0.19%	71
2021 Q1	$308K	Hold	1,008	–	–	0.19%	68
2020 Q4	$268K	Hold	1,008	–	–	0.18%	68
2020 Q3	$280K	Sell	1,008 -13	-1%	-$3.61K	0.2%	58
2020 Q2	$256K	Hold	1,021	–	–	0.19%	64
2020 Q1	$191K	Sell	1,021 -100	-9%	-$18.7K	0.17%	70
2019 Q4	$245K	Sell	1,121 -47	-4%	-$10.3K	0.17%	76
2019 Q3	$271K	Sell	1,168 -125	-10%	-$29K	0.2%	69
2019 Q2	$269K	Sell	1,293 -100	-7%	-$20.8K	0.2%	67
2019 Q1	$267K	Buy	1,393 +50	+4%	+$9.58K	0.2%	66
2018 Q4	$231K	Buy	1,343 +197	+17%	+$33.9K	0.19%	65
2018 Q3	$237K	Sell	1,146 -31	-3%	-$6.41K	0.18%	71
2018 Q2	$230K	Buy	1,177 +96	+9%	+$18.8K	0.17%	71
2018 Q1	$193K	Hold	1,081	–	–	0.15%	75
2017 Q4	$205K	Sell	1,081 -9	-0.8%	-$1.71K	0.16%	70
2017 Q3	$178K	Buy	+1,090	New	+$178K	0.15%	74
2017 Q2	–	Sell	-900	Closed	-$132K	–	255
2017 Q1	$132K	Hold	900	–	–	0.12%	82
2016 Q4	$121K	Hold	900	–	–	0.11%	85
2016 Q3	$116K	Hold	900	–	–	0.11%	76
2016 Q2	$115K	Hold	900	–	–	0.11%	71
2016 Q1	$120K	Buy	900 +200	+29%	+$26.7K	0.12%	68
2015 Q4	$93K	Buy	700 +200	+40%	+$26.6K	0.09%	83
2015 Q3	$58K	Buy	+500	New	+$58K	0.06%	104