Blue Zone Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-929
| Closed | -$361K | – | 107 |
|
|
2024
Q4 | $361K | Buy |
929
+309
| +50% | +$120K | 0.1% | 81 |
|
|
2024
Q3 | $251K | Sell |
620
-1
| -0.2% | -$405 | 0.08% | 86 |
|
|
2024
Q2 | $214K | Sell |
621
-99
| -14% | -$34.1K | 0.07% | 81 |
|
|
2024
Q1 | $276K | Sell |
720
-67
| -9% | -$25.7K | 0.1% | 76 |
|
|
2023
Q4 | $273K | Hold |
787
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $238K | Sell |
787
-103
| -12% | -$31.1K | 0.1% | 72 |
|
|
2023
Q2 | $276K | Buy |
890
+103
| +13% | +$32K | 0.13% | 67 |
|
|
2023
Q1 | $232K | Sell |
787
-43
| -5% | -$12.7K | 0.12% | 70 |
|
|
2022
Q4 | $262K | Sell |
830
-22
| -3% | -$6.95K | 0.14% | 74 |
|
|
2022
Q3 | $235K | Sell |
852
-57
| -6% | -$15.7K | 0.12% | 77 |
|
|
2022
Q2 | $249K | Hold |
909
| – | – | 0.11% | 78 |
|
|
2022
Q1 | $272K | Buy |
909
+94
| +12% | +$28.1K | 0.1% | 84 |
|
|
2021
Q4 | $338K | Buy |
815
+152
| +23% | +$63K | 0.11% | 86 |
|
|
2021
Q3 | $218K | Hold |
663
| – | – | 0.08% | 94 |
|
|
2021
Q2 | $211K | Buy |
+663
| New | +$211K | 0.08% | 82 |
|