AWA
Arkadios Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
43,830
+7,282
| +20% | +$2.67M | 0.47% | 34 |
|
|
2025
Q1 | $13.4M | Buy |
36,548
+13,097
| +56% | +$4.8M | 0.51% | 34 |
|
|
2024
Q4 | $9.12M | Sell |
23,451
-1,269
| -5% | -$494K | 0.5% | 33 |
|
|
2024
Q3 | $10M | Buy |
24,720
+3,759
| +18% | +$1.52M | 0.57% | 29 |
|
|
2024
Q2 | $7.22M | Buy |
20,961
+3,509
| +20% | +$1.21M | 0.49% | 40 |
|
|
2024
Q1 | $6.69M | Sell |
17,452
-5,178
| -23% | -$1.99M | 0.52% | 38 |
|
|
2023
Q4 | $7.84M | Sell |
22,630
-1,059
| -4% | -$367K | 0.66% | 28 |
|
|
2023
Q3 | $7.16M | Buy |
23,689
+2,377
| +11% | +$718K | 0.68% | 29 |
|
|
2023
Q2 | $6.62M | Sell |
21,312
-735
| -3% | -$228K | 0.77% | 29 |
|
|
2023
Q1 | $6.51M | Sell |
22,047
-462
| -2% | -$136K | 0.77% | 25 |
|
|
2022
Q4 | $7.11M | Sell |
22,509
-1,045
| -4% | -$330K | 0.94% | 19 |
|
|
2022
Q3 | $6.5M | Buy |
23,554
+2,180
| +10% | +$602K | 0.99% | 14 |
|
|
2022
Q2 | $5.86M | Buy |
21,374
+3,212
| +18% | +$881K | 0.87% | 16 |
|
|
2022
Q1 | $5.44M | Buy |
18,162
+547
| +3% | +$164K | 0.71% | 30 |
|
|
2021
Q4 | $7.31M | Buy |
17,615
+5,584
| +46% | +$2.32M | 0.97% | 14 |
|
|
2021
Q3 | $3.95M | Sell |
12,031
-3,262
| -21% | -$1.07M | 0.57% | 32 |
|
|
2021
Q2 | $4.88M | Buy |
15,293
+2,453
| +19% | +$782K | 0.59% | 25 |
|
|
2021
Q1 | $3.92M | Buy |
12,840
+2,022
| +19% | +$617K | 0.65% | 31 |
|
|
2020
Q4 | $2.87M | Buy |
10,818
+5,608
| +108% | +$1.49M | 0.6% | 39 |
|
|
2020
Q3 | $1.5M | Sell |
5,210
-80
| -2% | -$23K | 0.75% | 24 |
|
|
2020
Q2 | $1.36M | Buy |
5,290
+208
| +4% | +$53.6K | 0.76% | 24 |
|
|
2020
Q1 | $949K | Buy |
5,082
+276
| +6% | +$51.5K | 0.6% | 37 |
|
|
2019
Q4 | $1.16M | Buy |
+4,806
| New | +$1.16M | 0.7% | 31 |
|