Capasso Planning Partners’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
588
-2
-0.3% -$733 0.12% 79
2025
Q1
$216K Sell
590
-115
-16% -$42.1K 0.09% 97
2024
Q4
$274K Sell
705
-305
-30% -$118K 0.11% 90
2024
Q3
$409K Buy
1,010
+1
+0.1% +$405 0.12% 102
2024
Q2
$347K Buy
1,009
+299
+42% +$103K 0.11% 108
2024
Q1
$272K Sell
710
-10
-1% -$3.84K 0.11% 90
2023
Q4
$249K Buy
720
+6
+0.8% +$2.08K 0.12% 87
2023
Q3
$216K Sell
714
-1
-0.1% -$302 0.12% 91
2023
Q2
$222K Buy
+715
New +$222K 0.12% 87
2023
Q1
Sell
-741
Closed -$234K 101
2022
Q4
$234K Buy
741
+9
+1% +$2.84K 0.15% 84
2022
Q3
$202K Buy
+732
New +$202K 0.14% 83
2022
Q2
Sell
-683
Closed -$204K 93
2022
Q1
$204K Hold
683
0.14% 83
2021
Q4
$283K Buy
+683
New +$283K 0.21% 65