AWA
Amplius Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
1,864
-46
| -2% | -$16.9K | 0.06% | 99 |
|
|
2025
Q1 | $700K | Sell |
1,910
-564
| -23% | -$207K | 0.07% | 91 |
|
|
2024
Q4 | $962K | Buy |
2,474
+45
| +2% | +$17.5K | 0.1% | 74 |
|
|
2024
Q3 | $984K | Buy |
2,429
+115
| +5% | +$46.6K | 0.11% | 72 |
|
|
2024
Q2 | $797K | Sell |
2,314
-2
| -0.1% | -$688 | 0.09% | 79 |
|
|
2024
Q1 | $888K | Sell |
2,316
-33
| -1% | -$12.7K | 0.1% | 74 |
|
|
2023
Q4 | $814K | Buy |
2,349
+115
| +5% | +$39.9K | 0.1% | 73 |
|
|
2023
Q3 | $675K | Sell |
2,234
-30
| -1% | -$9.07K | 0.09% | 82 |
|
|
2023
Q2 | $703K | Buy |
2,264
+55
| +2% | +$17.1K | 0.09% | 80 |
|
|
2023
Q1 | $652K | Buy |
2,209
+16
| +0.7% | +$4.72K | 0.09% | 81 |
|
|
2022
Q4 | $693K | Sell |
2,193
-27
| -1% | -$8.53K | 0.11% | 77 |
|
|
2022
Q3 | $613K | Buy |
2,220
+600
| +37% | +$166K | 0.11% | 74 |
|
|
2022
Q2 | $444K | Sell |
1,620
-803
| -33% | -$220K | 0.07% | 102 |
|
|
2022
Q1 | $725K | Buy |
2,423
+204
| +9% | +$61K | 0.11% | 78 |
|
|
2021
Q4 | $920K | Buy |
+2,219
| New | +$920K | 0.13% | 71 |
|