Avantra Family Wealth’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
1,353
+18
+1% +$6.6K 0.41% 69
2025
Q1
$489K Hold
1,335
0.47% 76
2024
Q4
$519K Buy
+1,335
New +$519K 0.49% 70