AllSquare Wealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Hold
344
0.07% 134
2025
Q2
$126K Hold
344
0.07% 139
2025
Q1
$126K Sell
344
-50
-13% -$19.5K 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% +$6.14K 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% -$33.1K 0.07% 129
2023
Q2
$140K Buy
479
+101
+27% +$29.8K 0.09% 118
2023
Q1
$112K Sell
378
-603
-61% -$185K 0.07% 132
2022
Q4
$310K Sell
981
-100
-9% -$30.5K 0.21% 66
2022
Q3
$298K Hold
1,081
0.22% 60
2022
Q2
$296K Sell
1,081
-13
-1% -$3.84K 0.2% 67
2022
Q1
$327K Buy
1,094
+31
+3% +$10.8K 0.2% 71
2021
Q4
$441K Buy
1,063
+49
+5% +$18.7K 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% 69
2020
Q4
$268K Hold
1,008
0.18% 68
2020
Q3
$280K Sell
1,008
-13
-1% -$3.52K 0.2% 59
2020
Q2
$256K Hold
1,021
0.19% 64
2020
Q1
$191K Sell
1,021
-100
-9% -$22K 0.17% 70
2019
Q4
$245K Sell
1,121
-47
-4% -$10.6K 0.17% 76
2019
Q3
$271K Sell
1,168
-125
-10% -$27.3K 0.2% 69
2019
Q2
$269K Sell
1,293
-100
-7% -$19.9K 0.2% 67
2019
Q1
$267K Buy
1,393
+50
+4% +$9.17K 0.2% 66
2018
Q4
$231K Buy
1,343
+197
+17% +$35.3K 0.19% 65
2018
Q3
$237K Sell
1,146
-31
-3% -$6.24K 0.18% 71
2018
Q2
$230K Buy
1,177
+96
+9% +$17.9K 0.17% 71
2018
Q1
$193K Hold
1,081
0.15% 75
2017
Q4
$205K Sell
1,081
-9
-0.8% -$1.55K 0.16% 70
2017
Q3
$178K Buy
+1,090
New +$167K 0.15% 74
2017
Q2
Sell
-900
Closed -$132K 256
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% +$24.9K 0.12% 68
2015
Q4
$93K Buy
700
+200
+40% +$25.4K 0.09% 83
2015
Q3
$58K Buy
+500
New +$57.8K 0.06% 104

Other funds holding HD

AllSquare Wealth Management's HD Position: Q3 2025 in Review

AllSquare Wealth Management held its Home Depot (HD) position steady in Q3 2025 at 344 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #134.

AllSquare Wealth Management first reported a position in HD in Q3 2015 and has held it in 40 quarters since. The position peaked at $441K in Q4 2021. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • AllSquare Wealth Management held 344 shares of Home Depot worth $139K as of Q3 2025.
  • AllSquare Wealth Management left its Home Depot share count unchanged in Q3 2025.
  • Home Depot made up 0.07% of AllSquare Wealth Management's portfolio in Q3 2025, its #134 holding.
  • AllSquare Wealth Management first reported a position in Home Depot in Q3 2015 and has held it in 40 quarters since.
  • AllSquare Wealth Management's Home Depot position peaked at $441K in Q4 2021.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.