Cascade Financial 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
$1.15M Sell
3,126
-131
-4% -$48K 0.14% 101
2025
Q1
$1.19M Buy
3,257
+95
+3% +$34.8K 0.15% 100
2024
Q4
$1.23M Sell
3,162
-9
-0.3% -$3.5K 0.16% 88
2024
Q3
$1.27M Buy
3,171
+30
+1% +$12.1K 0.16% 86
2024
Q2
$1.08M Hold
3,141
0.14% 94
2024
Q1
$1.08M Buy
+3,141
New +$1.08M 0.16% 94