Atlas Financial Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $205K | Buy |
528
+2
| +0.4% | +$778 | 0.32% | 36 |
|
|
2024
Q3 | $213K | Buy |
+526
| New | +$213K | 0.34% | 35 |
|
|
2024
Q2 | – | Sell |
-625
| Closed | -$240K | – | 36 |
|
|
2024
Q1 | $240K | Sell |
625
-29
| -4% | -$11.1K | 0.37% | 32 |
|
|
2023
Q4 | $227K | Sell |
654
-718
| -52% | -$249K | 0.37% | 29 |
|
|
2023
Q3 | $415K | Buy |
1,372
+642
| +88% | +$194K | 0.32% | 26 |
|
|
2023
Q2 | $227K | Hold |
730
| – | – | 0.32% | 25 |
|
|
2023
Q1 | $215K | Sell |
730
-28
| -4% | -$8.26K | 0.29% | 23 |
|
|
2022
Q4 | $239K | Buy |
+758
| New | +$239K | 0.33% | 20 |
|
|
2022
Q3 | – | Sell |
-757
| Closed | -$208K | – | 16 |
|
|
2022
Q2 | $208K | Sell |
757
-24
| -3% | -$6.59K | 0.24% | 20 |
|
|
2022
Q1 | $234K | Hold |
781
| – | – | 0.24% | 23 |
|
|
2021
Q4 | $324K | Buy |
+781
| New | +$324K | 0.3% | 11 |
|