AF
Allworth Financial’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.7M | Buy |
201,003
+28,994
| +17% | +$10.6M | 0.35% | 37 |
|
2025
Q1 | $61.9M | Buy |
172,009
+3,044
| +2% | +$1.09M | 0.35% | 35 |
|
2024
Q4 | $69.3M | Buy |
168,965
+42,063
| +33% | +$17.3M | 0.38% | 34 |
|
2024
Q3 | $51.4M | Buy |
126,902
+505
| +0.4% | +$205K | 0.31% | 41 |
|
2024
Q2 | $45.9M | Buy |
126,397
+82,769
| +190% | +$30.1M | 0.3% | 44 |
|
2024
Q1 | $16.7M | Buy |
43,628
+1,824
| +4% | +$700K | 0.12% | 83 |
|
2023
Q4 | $14.5M | Buy |
41,804
+11,878
| +40% | +$4.12M | 0.11% | 82 |
|
2023
Q3 | $9.04M | Buy |
29,926
+93
| +0.3% | +$28.1K | 0.08% | 110 |
|
2023
Q2 | $9.27M | Sell |
29,833
-96
| -0.3% | -$29.8K | 0.08% | 102 |
|
2023
Q1 | $8.83M | Buy |
29,929
+1,082
| +4% | +$319K | 0.09% | 110 |
|
2022
Q4 | $9.11M | Buy |
28,847
+1,487
| +5% | +$470K | 0.1% | 97 |
|
2022
Q3 | $7.55M | Sell |
27,360
-3,498
| -11% | -$965K | 0.1% | 101 |
|
2022
Q2 | $8.46M | Buy |
30,858
+2,435
| +9% | +$668K | 0.12% | 95 |
|
2022
Q1 | $8.51M | Buy |
28,423
+7,187
| +34% | +$2.15M | 0.11% | 97 |
|
2021
Q4 | $8.81M | Buy |
21,236
+612
| +3% | +$254K | 0.12% | 81 |
|
2021
Q3 | $6.77M | Buy |
20,624
+1,778
| +9% | +$584K | 0.11% | 80 |
|
2021
Q2 | $6.01M | Buy |
18,846
+905
| +5% | +$289K | 0.11% | 76 |
|
2021
Q1 | $5.48M | Buy |
17,941
+4,582
| +34% | +$1.4M | 0.11% | 67 |
|
2020
Q4 | $3.55M | Buy |
13,359
+218
| +2% | +$57.9K | 0.09% | 62 |
|
2020
Q3 | $3.65M | Buy |
13,141
+61
| +0.5% | +$16.9K | 0.11% | 52 |
|
2020
Q2 | $3.28M | Sell |
13,080
-2,071
| -14% | -$519K | 0.1% | 53 |
|
2020
Q1 | $2.83M | Buy |
15,151
+5,972
| +65% | +$1.12M | 0.09% | 64 |
|
2019
Q4 | $2.01M | Sell |
9,179
-333
| -4% | -$72.7K | 0.07% | 54 |
|
2019
Q3 | $2.21M | Sell |
9,512
-94
| -1% | -$21.8K | 0.08% | 48 |
|
2019
Q2 | $2M | Buy |
9,606
+37
| +0.4% | +$7.7K | 0.08% | 49 |
|
2019
Q1 | $1.84M | Sell |
9,569
-726
| -7% | -$139K | 0.08% | 49 |
|
2018
Q4 | $1.77M | Buy |
10,295
+304
| +3% | +$52.2K | 0.09% | 50 |
|
2018
Q3 | $2.07M | Buy |
9,991
+77
| +0.8% | +$16K | 0.09% | 49 |
|
2018
Q2 | $1.93M | Sell |
9,914
-5
| -0.1% | -$975 | 0.09% | 52 |
|
2018
Q1 | $1.77M | Buy |
9,919
+1,214
| +14% | +$216K | 0.14% | 28 |
|
2017
Q4 | $1.65M | Buy |
8,705
+567
| +7% | +$107K | 0.13% | 27 |
|
2017
Q3 | $1.33M | Buy |
8,138
+383
| +5% | +$62.6K | 0.11% | 27 |
|
2017
Q2 | $1.19M | Sell |
7,755
-442
| -5% | -$67.8K | 0.11% | 31 |
|
2017
Q1 | $1.2M | Sell |
8,197
-420
| -5% | -$61.7K | 0.11% | 30 |
|
2016
Q4 | $1.16M | Sell |
8,617
-32
| -0.4% | -$4.29K | 0.12% | 31 |
|
2016
Q3 | $1.11M | Buy |
8,649
+478
| +6% | +$61.5K | 0.12% | 29 |
|
2016
Q2 | $1.04M | Buy |
8,171
+1,651
| +25% | +$211K | 0.12% | 32 |
|
2016
Q1 | $870K | Buy |
6,520
+4
| +0.1% | +$534 | 0.11% | 41 |
|
2015
Q4 | $862K | Sell |
6,516
-634
| -9% | -$83.9K | 0.16% | 38 |
|
2015
Q3 | $826K | Buy |
7,150
+3
| +0% | +$347 | 0.29% | 32 |
|
2015
Q2 | $794K | Sell |
7,147
-70
| -1% | -$7.78K | 0.28% | 36 |
|
2015
Q1 | $820K | Buy |
7,217
+951
| +15% | +$108K | 0.3% | 33 |
|
2014
Q4 | $658K | Sell |
6,266
-176
| -3% | -$18.5K | 0.25% | 38 |
|
2014
Q3 | $591K | Buy |
6,442
+178
| +3% | +$16.3K | 0.23% | 38 |
|
2014
Q2 | $507K | Buy |
6,264
+41
| +0.7% | +$3.32K | 0.23% | 35 |
|
2014
Q1 | $492K | Sell |
6,223
-256
| -4% | -$20.2K | 0.22% | 33 |
|
2013
Q4 | $534K | Sell |
6,479
-531
| -8% | -$43.8K | 0.26% | 27 |
|
2013
Q3 | $532K | Buy |
7,010
+790
| +13% | +$60K | 0.28% | 29 |
|
2013
Q2 | $482K | Buy |
+6,220
| New | +$482K | 0.27% | 32 |
|