CWA
Canvas Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
2,570
+6
| +0.2% | +$2.26K | 0.19% | 69 |
|
|
2025
Q1 | $909K | Buy |
2,564
+463
| +22% | +$164K | 0.23% | 68 |
|
|
2024
Q4 | $817K | Buy |
2,101
+139
| +7% | +$54.1K | 0.21% | 71 |
|
|
2024
Q3 | $795K | Buy |
1,962
+757
| +63% | +$307K | 0.22% | 64 |
|
|
2024
Q2 | $438K | Sell |
1,205
-5
| -0.4% | -$1.82K | 0.14% | 89 |
|
|
2024
Q1 | $403K | Buy |
1,210
+171
| +16% | +$56.9K | 0.14% | 87 |
|
|
2023
Q4 | $370K | Sell |
1,039
-67
| -6% | -$23.8K | 0.13% | 90 |
|
|
2023
Q3 | $317K | Sell |
1,106
-76
| -6% | -$21.8K | 0.13% | 89 |
|
|
2023
Q2 | $384K | Sell |
1,182
-556
| -32% | -$181K | 0.14% | 82 |
|
|
2023
Q1 | $511K | Sell |
1,738
-585
| -25% | -$172K | 0.21% | 69 |
|
|
2022
Q4 | $752K | Buy |
2,323
+50
| +2% | +$16.2K | 0.31% | 57 |
|
|
2022
Q3 | $660K | Sell |
2,273
-1,064
| -32% | -$309K | 0.28% | 60 |
|
|
2022
Q2 | $915K | Sell |
3,337
-481
| -13% | -$132K | 0.37% | 56 |
|
|
2022
Q1 | $1.16M | Buy |
3,818
+67
| +2% | +$20.4K | 0.42% | 59 |
|
|
2021
Q4 | $1.56M | Sell |
3,751
-219
| -6% | -$90.9K | 0.56% | 42 |
|
|
2021
Q3 | $1.3M | Sell |
3,970
-187
| -4% | -$61.4K | 0.53% | 44 |
|
|
2021
Q2 | $1.33M | Buy |
4,157
+854
| +26% | +$272K | 0.59% | 43 |
|
|
2021
Q1 | $1.06M | Buy |
+3,303
| New | +$1.06M | 0.62% | 47 |
|