Capital Advisors Wealth Management’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 | $445K | Sell |
1,213
-107
| -8% | -$39.2K | 0.07% | 122 |
|
|
2025
Q1 | $484K | Buy |
1,320
+69
| +6% | +$25.3K | 0.09% | 106 |
|
|
2024
Q4 | $487K | Buy |
1,251
+160
| +15% | +$62.3K | 0.09% | 94 |
|
|
2024
Q3 | $442K | Buy |
1,091
+5
| +0.5% | +$2.03K | 0.08% | 100 |
|
|
2024
Q2 | $374K | Buy |
1,086
+1
| +0.1% | +$344 | 0.07% | 103 |
|
|
2024
Q1 | $416K | Buy |
1,085
+5
| +0.5% | +$1.92K | 0.09% | 97 |
|
|
2023
Q4 | $374K | Buy |
1,080
+26
| +2% | +$9.01K | 0.09% | 95 |
|
|
2023
Q3 | $319K | Sell |
1,054
-32
| -3% | -$9.67K | 0.08% | 98 |
|
|
2023
Q2 | $337K | Buy |
1,086
+87
| +9% | +$27K | 0.09% | 93 |
|
|
2023
Q1 | $295K | Buy |
999
+22
| +2% | +$6.5K | 0.08% | 102 |
|
|
2022
Q4 | $309K | Buy |
977
+5
| +0.5% | +$1.58K | 0.09% | 95 |
|
|
2022
Q3 | $268K | Buy |
972
+6
| +0.6% | +$1.65K | 0.09% | 93 |
|
|
2022
Q2 | $265K | Sell |
966
-120
| -11% | -$32.9K | 0.09% | 94 |
|
|
2022
Q1 | $325K | Sell |
1,086
-37
| -3% | -$11.1K | 0.1% | 88 |
|
|
2021
Q4 | $466K | Buy |
+1,123
| New | +$466K | 0.14% | 70 |
|