Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $607K | Buy |
1,561
+64
| +4% | +$24.9K | 0.22% | 61 |
|
|
2024
Q3 | $607K | Buy |
1,497
+131
| +10% | +$53.1K | 0.22% | 60 |
|
|
2024
Q2 | $470K | Hold |
1,366
| – | – | 0.19% | 68 |
|
|
2024
Q1 | $524K | Buy |
1,366
+250
| +22% | +$95.9K | 0.23% | 63 |
|
|
2023
Q4 | $387K | Hold |
1,116
| – | – | 0.19% | 70 |
|
|
2023
Q3 | $337K | Buy |
1,116
+56
| +5% | +$16.9K | 0.19% | 71 |
|
|
2023
Q2 | $329K | Buy |
1,060
+73
| +7% | +$22.7K | 0.18% | 79 |
|
|
2023
Q1 | $291K | Sell |
987
-2
| -0.2% | -$590 | 0.14% | 85 |
|
|
2022
Q4 | $312K | Sell |
989
-32
| -3% | -$10.1K | 0.19% | 81 |
|
|
2022
Q3 | $282K | Sell |
1,021
-6
| -0.6% | -$1.66K | 0.16% | 86 |
|
|
2022
Q2 | $282K | Sell |
1,027
-160
| -13% | -$43.9K | 0.15% | 80 |
|
|
2022
Q1 | $355K | Buy |
1,187
+3
| +0.3% | +$897 | 0.17% | 78 |
|
|
2021
Q4 | $491K | Buy |
+1,184
| New | +$491K | 0.3% | 53 |
|