Caliber Wealth Management (Utah)’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.98M | Buy |
7,781
+163
| +2% | +$62.5K | 1.59% | 23 |
|
|
2023
Q4 | $2.64M | Buy |
7,618
+218
| +3% | +$75.5K | 1.55% | 26 |
|
|
2023
Q3 | $2.24M | Buy |
7,400
+459
| +7% | +$139K | 1.5% | 25 |
|
|
2023
Q2 | $2.16M | Buy |
6,941
+186
| +3% | +$57.8K | 1.44% | 29 |
|
|
2023
Q1 | $1.99M | Buy |
6,755
+377
| +6% | +$111K | 1.49% | 27 |
|
|
2022
Q4 | $2.01M | Sell |
6,378
-1,427
| -18% | -$451K | 1.54% | 20 |
|
|
2022
Q3 | $2.15M | Buy |
7,805
+87
| +1% | +$24K | 1.7% | 24 |
|
|
2022
Q2 | $2.12M | Sell |
7,718
-289
| -4% | -$79.3K | 1.65% | 23 |
|
|
2022
Q1 | $2.4M | Buy |
8,007
+755
| +10% | +$226K | 1.53% | 30 |
|
|
2021
Q4 | $2.7M | Buy |
7,252
+938
| +15% | +$349K | 1.86% | 14 |
|
|
2021
Q3 | $2.24M | Buy |
6,314
+203
| +3% | +$72.1K | 1.58% | 18 |
|
|
2021
Q2 | $1.95M | Buy |
6,111
+124
| +2% | +$39.5K | 1.38% | 21 |
|
|
2021
Q1 | $1.83M | Buy |
5,987
+924
| +18% | +$282K | 1.33% | 19 |
|
|
2020
Q4 | $1.35M | Buy |
+5,063
| New | +$1.35M | 1.32% | 34 |
|