APWM
Atlas Private Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.77M | Buy |
9,820
+717
| +8% | +$275K | 1.58% | 20 |
|
|
2023
Q4 | $3.15M | Buy |
9,103
+256
| +3% | +$88.7K | 1.48% | 19 |
|
|
2023
Q3 | $2.67M | Buy |
8,847
+186
| +2% | +$56.2K | 1.44% | 18 |
|
|
2023
Q2 | $2.69M | Buy |
8,661
+937
| +12% | +$291K | 1.42% | 19 |
|
|
2023
Q1 | $2.28M | Buy |
7,724
+40
| +0.5% | +$11.8K | 1.37% | 17 |
|
|
2022
Q4 | $2.43M | Buy |
7,684
+493
| +7% | +$156K | 1.12% | 15 |
|
|
2022
Q3 | $1.98M | Buy |
7,191
+229
| +3% | +$63.2K | 1.44% | 16 |
|
|
2022
Q2 | $1.91M | Sell |
6,962
-19
| -0.3% | -$5.21K | 1.3% | 18 |
|
|
2022
Q1 | $2.09M | Sell |
6,981
-170
| -2% | -$50.9K | 1.21% | 20 |
|
|
2021
Q4 | $2.97M | Sell |
7,151
-356
| -5% | -$148K | 1.65% | 16 |
|
|
2021
Q3 | $2.46M | Buy |
7,507
+90
| +1% | +$29.5K | 1.51% | 16 |
|
|
2021
Q2 | $2.37M | Buy |
7,417
+194
| +3% | +$61.9K | 1.46% | 19 |
|
|
2021
Q1 | $2.21M | Buy |
7,223
+109
| +2% | +$33.3K | 1.41% | 18 |
|
|
2020
Q4 | $1.89M | Sell |
7,114
-106
| -1% | -$28.2K | 1.35% | 22 |
|
|
2020
Q3 | $2.01M | Buy |
7,220
+468
| +7% | +$130K | 1.57% | 16 |
|
|
2020
Q2 | $1.69M | Sell |
6,752
-147
| -2% | -$36.8K | 1.36% | 20 |
|
|
2020
Q1 | $1.29M | Buy |
6,899
+688
| +11% | +$128K | 1.19% | 24 |
|
|
2019
Q4 | $1.36M | Buy |
+6,211
| New | +$1.36M | 1.04% | 27 |
|