Alta Wealth 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 | $201K | Sell |
548
-36
| -6% | -$13.2K | 0.09% | 117 |
|
|
2025
Q1 | $214K | Buy |
+584
| New | +$214K | 0.1% | 135 |
|
|
2024
Q2 | – | Sell |
-1,724
| Closed | -$661K | – | 125 |
|
|
2024
Q1 | $661K | Buy |
1,724
+2
| +0.1% | +$767 | 0.34% | 68 |
|
|
2023
Q4 | $597K | Sell |
1,722
-72
| -4% | -$25K | 0.33% | 73 |
|
|
2023
Q3 | $542K | Buy |
1,794
+118
| +7% | +$35.6K | 0.33% | 80 |
|
|
2023
Q2 | $520K | Sell |
1,676
-168
| -9% | -$52.2K | 0.31% | 88 |
|
|
2023
Q1 | $544K | Sell |
1,844
-48
| -3% | -$14.2K | 0.34% | 85 |
|
|
2022
Q4 | $598K | Buy |
1,892
+157
| +9% | +$49.6K | 0.4% | 83 |
|
|
2022
Q3 | $479K | Buy |
1,735
+32
| +2% | +$8.84K | 0.34% | 88 |
|
|
2022
Q2 | $469K | Sell |
1,703
-20
| -1% | -$5.51K | 0.32% | 94 |
|
|
2022
Q1 | $516K | Buy |
1,723
+203
| +13% | +$60.8K | 0.31% | 105 |
|
|
2021
Q4 | $631K | Buy |
1,520
+83
| +6% | +$34.5K | 0.39% | 82 |
|
|
2021
Q3 | $472K | Buy |
1,437
+1
| +0.1% | +$328 | 0.34% | 98 |
|
|
2021
Q2 | $458K | Buy |
1,436
+84
| +6% | +$26.8K | 0.34% | 104 |
|
|
2021
Q1 | $413K | Buy |
1,352
+16
| +1% | +$4.89K | 0.35% | 98 |
|
|
2020
Q4 | $355K | Buy |
+1,336
| New | +$355K | 0.3% | 105 |
|