Carson Wealth (CWM LLC)’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77M | Buy |
209,935
+4,168
| +2% | +$1.53M | 0.27% | 74 |
|
|
2025
Q1 | $75.4M | Sell |
205,767
-4,248
| -2% | -$1.56M | 0.3% | 70 |
|
|
2024
Q4 | $81.7M | Buy |
210,015
+14,078
| +7% | +$5.48M | 0.34% | 53 |
|
|
2024
Q3 | $79.4M | Buy |
195,937
+4,666
| +2% | +$1.89M | 0.34% | 52 |
|
|
2024
Q2 | $65.8M | Buy |
191,271
+5,446
| +3% | +$1.87M | 0.31% | 57 |
|
|
2024
Q1 | $71.3M | Sell |
185,825
-2,562
| -1% | -$983K | 0.35% | 52 |
|
|
2023
Q4 | $65.3M | Buy |
188,387
+71,665
| +61% | +$24.8M | 0.35% | 51 |
|
|
2023
Q3 | $35.3M | Buy |
116,722
+5,753
| +5% | +$1.74M | 0.22% | 87 |
|
|
2023
Q2 | $34.5M | Buy |
110,969
+9,558
| +9% | +$2.97M | 0.21% | 87 |
|
|
2023
Q1 | $29.9M | Buy |
101,411
+2,984
| +3% | +$881K | 0.2% | 98 |
|
|
2022
Q4 | $31.1M | Buy |
98,427
+5,975
| +6% | +$1.89M | 0.23% | 92 |
|
|
2022
Q3 | $25.5M | Buy |
92,452
+665
| +0.7% | +$183K | 0.2% | 102 |
|
|
2022
Q2 | $25.2M | Sell |
91,787
-850
| -0.9% | -$233K | 0.2% | 103 |
|
|
2022
Q1 | $27.7M | Buy |
92,637
+7,108
| +8% | +$2.13M | 0.2% | 99 |
|
|
2021
Q4 | $35.5M | Buy |
+85,529
| New | +$35.5M | 0.25% | 72 |
|
|
2021
Q2 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2021
Q1 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2020
Q4 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2020
Q3 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2020
Q2 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2020
Q1 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2019
Q4 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2019
Q3 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2019
Q2 | $10.1M | Hold |
31,723
| – | – | 0.08% | 199 |
|
|
2019
Q1 | $10.1M | Buy |
31,723
+11,220
| +55% | +$3.58M | 0.08% | 199 |
|
|
2018
Q4 | $3.52M | Buy |
20,503
+9,931
| +94% | +$1.71M | 0.09% | 196 |
|
|
2018
Q3 | $2.19M | Buy |
10,572
+7,244
| +218% | +$1.5M | 0.06% | 250 |
|
|
2018
Q2 | $649K | Buy |
3,328
+747
| +29% | +$146K | 0.02% | 313 |
|
|
2018
Q1 | $460K | Buy |
2,581
+65
| +3% | +$11.6K | 0.02% | 286 |
|
|
2017
Q4 | $477K | Buy |
2,516
+199
| +9% | +$37.7K | 0.02% | 268 |
|
|
2017
Q3 | $379K | Buy |
2,317
+477
| +26% | +$78K | 0.02% | 272 |
|
|
2017
Q2 | $282K | Buy |
1,840
+123
| +7% | +$18.9K | 0.01% | 286 |
|
|
2017
Q1 | $252K | Sell |
1,717
-569
| -25% | -$83.5K | 0.01% | 276 |
|
|
2016
Q4 | $307K | Buy |
2,286
+337
| +17% | +$45.3K | 0.02% | 241 |
|
|
2016
Q3 | $251K | Buy |
1,949
+1,331
| +215% | +$171K | 0.02% | 242 |
|
|
2016
Q2 | $79K | Sell |
618
-42
| -6% | -$5.37K | 0.01% | 330 |
|
|
2016
Q1 | $88K | Buy |
660
+22
| +3% | +$2.93K | 0.01% | 290 |
|
|
2015
Q4 | $84K | Buy |
638
+15
| +2% | +$1.98K | 0.01% | 270 |
|
|
2015
Q3 | $72K | Buy |
+623
| New | +$72K | 0.01% | 259 |
|
|
2014
Q1 | – | Sell |
-1,981
| Closed | -$163K | – | 271 |
|
|
2013
Q4 | $163K | Buy |
1,981
+80
| +4% | +$6.58K | 0.03% | 166 |
|
|
2013
Q3 | $144K | Buy |
+1,901
| New | +$144K | 0.04% | 141 |
|