ARS Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.26M | Sell |
19,645
-985
| -5% | -$313K | 1.13% | 25 |
|
|
2021
Q1 | $6.3M | Sell |
20,630
-317
| -2% | -$87.4K | 1.37% | 23 |
|
|
2020
Q4 | $5.56M | Sell |
20,947
-285
| -1% | -$78.3K | 1.2% | 22 |
|
|
2020
Q3 | $5.9M | Buy |
21,232
+639
| +3% | +$173K | 1.62% | 13 |
|
|
2020
Q2 | $5.16M | Sell |
20,593
-576
| -3% | -$132K | 1.61% | 12 |
|
|
2020
Q1 | $3.95M | Buy |
21,169
+237
| +1% | +$52K | 1.66% | 12 |
|
|
2019
Q4 | $4.57M | Buy |
20,932
+649
| +3% | +$147K | 1.32% | 15 |
|
|
2019
Q3 | $4.71M | Sell |
20,283
-706
| -3% | -$154K | 1.5% | 13 |
|
|
2019
Q2 | $4.37M | Buy |
20,989
+379
| +2% | +$75.6K | 1.39% | 14 |
|
|
2019
Q1 | $3.96M | Buy |
20,610
+413
| +2% | +$75.8K | 1.26% | 14 |
|
|
2018
Q4 | $3.47M | Buy |
20,197
+348
| +2% | +$62.4K | 1.27% | 14 |
|
|
2018
Q3 | $4.11M | Buy |
19,849
+433
| +2% | +$87.2K | 1.38% | 13 |
|
|
2018
Q2 | $3.79M | Buy |
19,416
+82
| +0.4% | +$15.3K | 1.36% | 14 |
|
|
2018
Q1 | $3.45M | Buy |
19,334
+411
| +2% | +$77.1K | 1.28% | 15 |
|
|
2017
Q4 | $3.59M | Buy |
18,923
+827
| +5% | +$143K | 1.33% | 15 |
|
|
2017
Q3 | $2.96M | Buy |
18,096
+9,124
| +102% | +$1.4M | 1.15% | 20 |
|
|
2017
Q2 | $1.38M | Buy |
8,972
+1,036
| +13% | +$159K | 0.56% | 35 |
|
|
2017
Q1 | $1.17M | Buy |
7,936
+1,552
| +24% | +$220K | 0.5% | 32 |
|
|
2016
Q4 | $856K | Buy |
6,384
+1,901
| +42% | +$245K | 0.38% | 39 |
|
|
2016
Q3 | $577K | Buy |
4,483
+309
| +7% | +$41.2K | 0.24% | 47 |
|
|
2016
Q2 | $533K | Sell |
4,174
-98
| -2% | -$13K | 0.23% | 45 |
|
|
2016
Q1 | $570K | Buy |
4,272
+3
| +0.1% | +$374 | 0.27% | 39 |
|
|
2015
Q4 | $565K | Sell |
4,269
-163
| -4% | -$20.7K | 0.29% | 36 |
|
|
2015
Q3 | $512K | Sell |
4,432
-69
| -2% | -$7.98K | 0.26% | 34 |
|
|
2015
Q2 | $500K | Sell |
4,501
-59
| -1% | -$6.61K | 0.22% | 36 |
|
|
2015
Q1 | $518K | Buy |
4,560
+124
| +3% | +$13.7K | 0.22% | 35 |
|
|
2014
Q4 | $466K | Buy |
+4,436
| New | +$431K | 0.2% | 39 |
|
Other funds holding HD
WA
