Caldwell Trust’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
52,967
+676
|
|
||||
|
2025
Q1 | $19.2M | Sell |
52,291
-770
|
|
||||
|
2024
Q4 | $20.6M | Sell |
53,061
-1,209
|
|
||||
|
2024
Q3 | $22M | Sell |
54,270
-1,927
|
|
||||
|
2024
Q2 | $19.3M | Sell |
56,197
-152
|
|
||||
|
2024
Q1 | $21.6M | Sell |
56,349
-1,116
|
|
||||
|
2023
Q4 | $19.9M | Sell |
57,465
-3,011
|
|
||||
|
2023
Q3 | $18.3M | Sell |
60,476
-713
|
|
||||
|
2023
Q2 | $19M | Sell |
61,189
-390
|
|
||||
|
2023
Q1 | $18.2M | Buy |
61,579
+269
|
|
||||
|
2022
Q4 | $19.4M | Sell |
61,310
-1,591
|
|
||||
|
2022
Q3 | $17.4M | Sell |
62,901
-535
|
|
||||
|
2022
Q2 | $17.4M | Sell |
63,436
-213
|
|
||||
|
2022
Q1 | $19.1M | Sell |
63,649
-251
|
|
||||
|
2021
Q4 | $26.5M | Sell |
63,900
-476
|
|
||||
|
2021
Q3 | $21.1M | Buy |
64,376
+4,962
|
|
||||
|
2021
Q2 | $18.9M | Sell |
59,414
-997
|
|
||||
|
2021
Q1 | $18.4M | Buy |
60,411
+836
|
|
||||
|
2020
Q4 | $15.8M | Sell |
59,575
-432
|
|
||||
|
2020
Q3 | $16.7M | Sell |
60,007
-2,842
|
|
||||
|
2020
Q2 | $15.7M | Sell |
62,849
-1,652
|
|
||||
|
2020
Q1 | $12M | Sell |
64,501
-1,055
|
|
||||
|
2019
Q4 | $14.3M | Buy |
+65,556
|
|