Avitas Wealth Management’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 | $5.67M | Sell |
14,576
-110
| -0.7% | -$42.8K | 0.78% | 30 |
|
|
2024
Q3 | $5.95M | Sell |
14,686
-101
| -0.7% | -$40.9K | 0.84% | 27 |
|
|
2024
Q2 | $5.09M | Sell |
14,787
-118
| -0.8% | -$40.6K | 0.75% | 34 |
|
|
2024
Q1 | $5.72M | Buy |
14,905
+44
| +0.3% | +$16.9K | 0.87% | 31 |
|
|
2023
Q4 | $5.15M | Buy |
14,861
+3,207
| +28% | +$1.11M | 0.86% | 29 |
|
|
2023
Q3 | $3.52M | Sell |
11,654
-233
| -2% | -$70.4K | 0.67% | 37 |
|
|
2023
Q2 | $3.69M | Sell |
11,887
-60
| -0.5% | -$18.6K | 0.67% | 40 |
|
|
2023
Q1 | $3.53M | Sell |
11,947
-61
| -0.5% | -$18K | 0.69% | 42 |
|
|
2022
Q4 | $3.79M | Buy |
12,008
+56
| +0.5% | +$17.7K | 0.8% | 39 |
|
|
2022
Q3 | $3.3M | Buy |
11,952
+139
| +1% | +$38.4K | 0.76% | 39 |
|
|
2022
Q2 | $3.24M | Sell |
11,813
-1,731
| -13% | -$475K | 0.71% | 39 |
|
|
2022
Q1 | $4.05M | Sell |
13,544
-4,920
| -27% | -$1.47M | 0.73% | 34 |
|
|
2021
Q4 | $7.66M | Buy |
18,464
+439
| +2% | +$182K | 1.29% | 17 |
|
|
2021
Q3 | $5.92M | Sell |
18,025
-71
| -0.4% | -$23.3K | 1.08% | 21 |
|
|
2021
Q2 | $5.77M | Buy |
18,096
+710
| +4% | +$226K | 1.03% | 24 |
|
|
2021
Q1 | $5.31M | Buy |
17,386
+7,078
| +69% | +$2.16M | 1.04% | 21 |
|
|
2020
Q4 | $2.74M | Sell |
10,308
-33
| -0.3% | -$8.77K | 0.55% | 65 |
|
|
2020
Q3 | $2.87M | Sell |
10,341
-189
| -2% | -$52.5K | 0.8% | 37 |
|
|
2020
Q2 | $2.64M | Sell |
10,530
-440
| -4% | -$110K | 0.88% | 32 |
|
|
2020
Q1 | $2.05M | Sell |
10,970
-15,640
| -59% | -$2.92M | 0.93% | 37 |
|
|
2019
Q4 | $5.81M | Buy |
26,610
+160
| +0.6% | +$34.9K | 1.49% | 8 |
|
|
2019
Q3 | $6.14M | Buy |
26,450
+322
| +1% | +$74.7K | 1.69% | 6 |
|
|
2019
Q2 | $5.43M | Sell |
26,128
-265
| -1% | -$55.1K | 1.51% | 9 |
|
|
2019
Q1 | $5.07M | Buy |
26,393
+157
| +0.6% | +$30.1K | 1.47% | 12 |
|
|
2018
Q4 | $4.51M | Buy |
26,236
+6,780
| +35% | +$1.16M | 1.48% | 11 |
|
|
2018
Q3 | $4.03M | Buy |
19,456
+418
| +2% | +$86.6K | 1.14% | 22 |
|
|
2018
Q2 | $3.71M | Buy |
+19,038
| New | +$3.71M | 1.16% | 17 |
|