Carolina Wealth Advisors’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 | $85.8K | Buy |
234
+215
| +1,132% | +$78.8K | 0.04% | 80 |
|
2025
Q1 | $6.96K | Buy |
+19
| New | +$6.96K | ﹤0.01% | 160 |
|
2024
Q1 | – | Sell |
-57
| Closed | -$19.8K | – | 232 |
|
2023
Q4 | $19.8K | Hold |
57
| – | – | 0.01% | 140 |
|
2023
Q3 | $17.2K | Buy |
+57
| New | +$17.2K | 0.01% | 152 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 270 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 292 |
|
2021
Q4 | – | Sell |
-914
| Closed | -$300K | – | 280 |
|
2021
Q3 | $300K | Sell |
914
-36
| -4% | -$11.8K | 0.2% | 44 |
|
2021
Q2 | $303K | Sell |
950
-84
| -8% | -$26.8K | 0.2% | 43 |
|
2021
Q1 | $316K | Sell |
1,034
-918
| -47% | -$281K | 0.23% | 43 |
|
2020
Q4 | $518K | Sell |
1,952
-21
| -1% | -$5.57K | 0.42% | 42 |
|
2020
Q3 | $548K | Buy |
1,973
+161
| +9% | +$44.7K | 0.48% | 42 |
|
2020
Q2 | $454K | Buy |
+1,812
| New | +$454K | 0.44% | 43 |
|
2020
Q1 | – | Sell |
-826
| Closed | -$180K | – | 183 |
|
2019
Q4 | $180K | Buy |
+826
| New | +$180K | 0.17% | 52 |
|