AmeriServ 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 | $225K | Sell |
615
-15
| -2% | -$5.5K | 0.11% | 52 |
|
|
2025
Q1 | $231K | Sell |
630
-319
| -34% | -$117K | 0.13% | 55 |
|
|
2024
Q4 | $369K | Buy |
+949
| New | +$369K | 0.2% | 46 |
|
|
2022
Q3 | – | Sell |
-2,561
| Closed | -$702K | – | 50 |
|
|
2022
Q2 | $702K | Sell |
2,561
-350
| -12% | -$95.9K | 1.65% | 21 |
|
|
2022
Q1 | $871K | Buy |
2,911
+187
| +7% | +$56K | 0.64% | 29 |
|
|
2021
Q4 | $1.13M | Buy |
2,724
+25
| +0.9% | +$10.4K | 0.78% | 21 |
|
|
2021
Q3 | $886K | Sell |
2,699
-142
| -5% | -$46.6K | 0.68% | 28 |
|
|
2021
Q2 | $906K | Sell |
2,841
-392
| -12% | -$125K | 0.71% | 32 |
|
|
2021
Q1 | $987K | Buy |
3,233
+654
| +25% | +$200K | 0.85% | 25 |
|
|
2020
Q4 | $685K | Buy |
+2,579
| New | +$685K | 0.67% | 30 |
|
|
2019
Q3 | $325K | Buy |
+1,399
| New | +$325K | 0.44% | 43 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$111K | – | 99 |
|
|
2015
Q2 | $111K | Buy |
+1,000
| New | +$111K | 0.13% | 90 |
|
|
2014
Q2 | – | Sell |
-3,386
| Closed | -$268K | – | 126 |
|
|
2014
Q1 | $268K | Sell |
3,386
-3,600
| -52% | -$285K | 0.27% | 99 |
|
|
2013
Q4 | $575K | Buy |
6,986
+2
| +0% | +$165 | 0.34% | 89 |
|
|
2013
Q3 | $530K | Buy |
6,984
+1
| +0% | +$76 | 0.34% | 91 |
|
|
2013
Q2 | $541K | Buy |
+6,983
| New | +$541K | 0.35% | 83 |
|