Annex Advisory Services’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
$7.9M Buy
21,536
+796
+4% +$292K 0.19% 75
2025
Q1
$7.6M Sell
20,740
-292
-1% -$107K 0.22% 72
2024
Q4
$8.18M Sell
21,032
-470
-2% -$183K 0.25% 73
2024
Q3
$8.71M Sell
21,502
-152
-0.7% -$61.6K 0.28% 67
2024
Q2
$7.45M Buy
21,654
+3,534
+20% +$1.22M 0.26% 66
2024
Q1
$6.95M Sell
18,120
-8,974
-33% -$3.44M 0.25% 73
2023
Q4
$9.39M Sell
27,094
-2,749
-9% -$953K 0.39% 53
2023
Q3
$9.02M Sell
29,843
-44
-0.1% -$13.3K 0.55% 46
2023
Q2
$9.28M Buy
29,887
+469
+2% +$146K 0.52% 41
2023
Q1
$8.68M Sell
29,418
-309
-1% -$91.2K 0.47% 39
2022
Q4
$9.39M Buy
29,727
+8,390
+39% +$2.65M 0.53% 31
2022
Q3
$5.89M Sell
21,337
-608
-3% -$168K 0.4% 47
2022
Q2
$6.02M Buy
21,945
+1,358
+7% +$372K 0.43% 49
2022
Q1
$6.16M Buy
20,587
+1,210
+6% +$362K 0.45% 49
2021
Q4
$8.04M Buy
19,377
+507
+3% +$210K 0.55% 29
2021
Q3
$6.2M Buy
18,870
+706
+4% +$232K 0.51% 28
2021
Q2
$5.8M Buy
18,164
+372
+2% +$119K 0.47% 30
2021
Q1
$5.43M Buy
17,792
+107
+0.6% +$32.7K 0.52% 28
2020
Q4
$4.7M Buy
17,685
+2,747
+18% +$730K 0.46% 29
2020
Q3
$4.15M Sell
14,938
-55
-0.4% -$15.3K 0.53% 19
2020
Q2
$3.76M Buy
14,993
+613
+4% +$154K 0.52% 19
2020
Q1
$2.69M Buy
14,380
+783
+6% +$146K 0.38% 27
2019
Q4
$2.97M Buy
13,597
+36
+0.3% +$7.86K 0.36% 33
2019
Q3
$3.15M Buy
13,561
+621
+5% +$144K 0.42% 29
2019
Q2
$2.69M Buy
12,940
+38
+0.3% +$7.9K 0.38% 28
2019
Q1
$2.48M Sell
12,902
-290
-2% -$55.7K 0.37% 29
2018
Q4
$2.27M Buy
13,192
+931
+8% +$160K 0.36% 34
2018
Q3
$2.54M Buy
12,261
+803
+7% +$166K 0.39% 31
2018
Q2
$2.24M Buy
11,458
+329
+3% +$64.2K 0.38% 29
2018
Q1
$1.98M Buy
11,129
+868
+8% +$155K 0.36% 30
2017
Q4
$1.95M Buy
10,261
+210
+2% +$39.8K 0.37% 27
2017
Q3
$1.64M Buy
10,051
+552
+6% +$90.3K 0.34% 27
2017
Q2
$1.46M Buy
9,499
+435
+5% +$66.7K 0.32% 26
2017
Q1
$1.33M Buy
9,064
+571
+7% +$83.8K 0.33% 24
2016
Q4
$1.14M Sell
8,493
-381
-4% -$51.1K 0.28% 28
2016
Q3
$1.14M Sell
8,874
-197
-2% -$25.4K 0.3% 25
2016
Q2
$1.16M Sell
9,071
-211
-2% -$26.9K 0.31% 25
2016
Q1
$1.24M Buy
9,282
+911
+11% +$122K 0.35% 20
2015
Q4
$1.11M Buy
8,371
+1,057
+14% +$140K 0.32% 22
2015
Q3
$845K Buy
7,314
+918
+14% +$106K 0.27% 23
2015
Q2
$711K Buy
6,396
+1,918
+43% +$213K 0.23% 30
2015
Q1
$509K Buy
4,478
+853
+24% +$97K 0.16% 37
2014
Q4
$381K Buy
3,625
+1,070
+42% +$112K 0.12% 54
2014
Q3
$234K Buy
+2,555
New +$234K 0.08% 68