APP
Avantax Planning Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
29,131
+1,435
| +5% | +$526K | 0.34% | 50 |
|
|
2025
Q1 | $10.2M | Buy |
27,696
+919
| +3% | +$337K | 0.36% | 42 |
|
|
2024
Q4 | $10.4M | Buy |
26,777
+853
| +3% | +$332K | 0.38% | 40 |
|
|
2024
Q3 | $10.5M | Sell |
25,924
-7,105
| -22% | -$2.88M | 0.38% | 41 |
|
|
2024
Q2 | $11.4M | Buy |
33,029
+1,697
| +5% | +$584K | 0.37% | 44 |
|
|
2024
Q1 | $12M | Buy |
31,332
+13,274
| +74% | +$5.09M | 0.39% | 44 |
|
|
2023
Q4 | $6.26M | Sell |
18,058
-68
| -0.4% | -$23.6K | 0.24% | 51 |
|
|
2023
Q3 | $5.48M | Buy |
18,126
+3,537
| +24% | +$1.07M | 0.23% | 56 |
|
|
2023
Q2 | $4.53M | Sell |
14,589
-76
| -0.5% | -$23.6K | 0.18% | 66 |
|
|
2023
Q1 | $4.33M | Sell |
14,665
-1,716
| -10% | -$506K | 0.18% | 65 |
|
|
2022
Q4 | $5.17M | Buy |
16,381
+138
| +0.8% | +$43.6K | 0.21% | 61 |
|
|
2022
Q3 | $4.48M | Sell |
16,243
-1,656
| -9% | -$457K | 0.2% | 59 |
|
|
2022
Q2 | $4.91M | Buy |
17,899
+2,437
| +16% | +$668K | 0.21% | 57 |
|
|
2022
Q1 | $4.63M | Buy |
15,462
+620
| +4% | +$186K | 0.18% | 60 |
|
|
2021
Q4 | $6.16M | Sell |
14,842
-241
| -2% | -$100K | 0.25% | 36 |
|
|
2021
Q3 | $4.95M | Buy |
15,083
+5,432
| +56% | +$1.78M | 0.23% | 33 |
|
|
2021
Q2 | $3.08M | Sell |
9,651
-4,114
| -30% | -$1.31M | 0.14% | 64 |
|
|
2021
Q1 | $4.2M | Sell |
13,765
-7,233
| -34% | -$2.21M | 0.22% | 41 |
|
|
2020
Q4 | $5.58M | Sell |
20,998
-4,476
| -18% | -$1.19M | 0.29% | 27 |
|
|
2020
Q3 | $7.07M | Sell |
25,474
-243
| -0.9% | -$67.5K | 0.37% | 23 |
|
|
2020
Q2 | $6.44M | Buy |
25,717
+2,114
| +9% | +$530K | 0.36% | 23 |
|
|
2020
Q1 | $4.41M | Buy |
23,603
+2,108
| +10% | +$394K | 0.31% | 25 |
|
|
2019
Q4 | $4.69M | Sell |
21,495
-24
| -0.1% | -$5.24K | 0.28% | 27 |
|
|
2019
Q3 | $4.99M | Buy |
21,519
+709
| +3% | +$165K | 0.31% | 24 |
|
|
2019
Q2 | $4.43M | Buy |
20,810
+180
| +0.9% | +$38.3K | 0.29% | 29 |
|
|
2019
Q1 | $3.96M | Buy |
20,630
+1,744
| +9% | +$335K | 0.27% | 31 |
|
|
2018
Q4 | $3.25M | Sell |
18,886
-796
| -4% | -$137K | 0.24% | 36 |
|
|
2018
Q3 | $4.08M | Buy |
19,682
+53
| +0.3% | +$11K | 0.33% | 24 |
|
|
2018
Q2 | $3.83M | Sell |
19,629
-224
| -1% | -$43.7K | 0.34% | 24 |
|
|
2018
Q1 | $3.54M | Buy |
19,853
+4,468
| +29% | +$796K | 0.3% | 26 |
|
|
2017
Q4 | $2.92M | Sell |
15,385
-1,014
| -6% | -$192K | 0.27% | 31 |
|
|
2017
Q3 | $2.68M | Buy |
16,399
+6,039
| +58% | +$988K | 0.21% | 48 |
|
|
2017
Q2 | $1.59M | Buy |
10,360
+2,704
| +35% | +$415K | 0.13% | 73 |
|
|
2017
Q1 | $1.12M | Sell |
7,656
-6,039
| -44% | -$887K | 0.1% | 87 |
|
|
2016
Q4 | $1.84M | Buy |
+13,695
| New | +$1.84M | 0.2% | 48 |
|