CCG Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.2M | Buy |
6,690
+1,508
| +29% | +$550K | 0.6% | 31 |
|
|
2025
Q4 | $1.78M | Buy |
5,182
+175
| +3% | +$64.1K | 0.76% | 25 |
|
|
2025
Q3 | $2.03M | Buy |
5,007
+2,973
| +146% | +$1.17M | 0.96% | 23 |
|
|
2025
Q2 | $746K | Buy |
2,034
+176
| +9% | +$63.7K | 0.39% | 39 |
|
|
2025
Q1 | $681K | Sell |
1,858
-193
| -9% | -$75.2K | 0.41% | 37 |
|
|
2024
Q4 | $798K | Buy |
2,051
+199
| +11% | +$81.3K | 0.44% | 35 |
|
|
2024
Q3 | $750K | Sell |
1,852
-348
| -16% | -$127K | 0.42% | 38 |
|
|
2024
Q2 | $625K | Buy |
2,200
+501
| +29% | +$171K | 0.35% | 40 |
|
|
2024
Q1 | $652K | Sell |
1,699
-238
| -12% | -$87K | 0.39% | 36 |
|
|
2023
Q4 | $671K | Sell |
1,937
-40
| -2% | -$12.4K | 0.45% | 29 |
|
|
2023
Q3 | $597K | Buy |
1,977
+34
| +2% | +$10.9K | 0.39% | 31 |
|
|
2023
Q2 | $604K | Sell |
1,943
-37
| -2% | -$10.9K | 0.38% | 32 |
|
|
2023
Q1 | $584K | Sell |
1,980
-199
| -9% | -$61K | 0.39% | 29 |
|
|
2022
Q4 | $688K | Sell |
2,179
-11
| -0.5% | -$3.35K | 0.38% | 33 |
|
|
2022
Q3 | $604K | Buy |
2,190
+78
| +4% | +$23K | 0.37% | 33 |
|
|
2022
Q2 | $579K | Buy |
2,112
+8
| +0.4% | +$2.36K | 0.33% | 35 |
|
|
2022
Q1 | $630K | Buy |
2,104
+18
| +0.9% | +$6.24K | 0.31% | 42 |
|
|
2021
Q4 | $866K | Buy |
2,086
+20
| +1% | +$7.61K | 0.45% | 30 |
|
|
2021
Q3 | $678K | Buy |
2,066
+251
| +14% | +$82.4K | 0.4% | 49 |
|
|
2021
Q2 | $579K | Sell |
1,815
-75
| -4% | -$23.9K | 0.45% | 33 |
|
|
2021
Q1 | $577K | Buy |
1,890
+22
| +1% | +$6.06K | 0.57% | 29 |
|
|
2020
Q4 | $496K | Sell |
1,868
-41
| -2% | -$11.3K | 0.52% | 39 |
|
|
2020
Q3 | $530K | Sell |
1,909
-93
| -5% | -$25.2K | 0.5% | 27 |
|
|
2020
Q2 | $502K | Sell |
2,002
-240
| -11% | -$54.9K | 0.47% | 27 |
|
|
2020
Q1 | $419K | Sell |
2,242
-7
| -0.3% | -$1.54K | 0.4% | 32 |
|
|
2019
Q4 | $491K | Buy |
2,249
+233
| +12% | +$52.8K | 0.31% | 46 |
|
|
2019
Q3 | $468K | Buy |
2,016
+88
| +5% | +$19.2K | 0.32% | 45 |
|
|
2019
Q2 | $401K | Sell |
1,928
-13
| -0.7% | -$2.59K | 0.29% | 44 |
|
|
2019
Q1 | $372K | Buy |
1,941
+165
| +9% | +$30.3K | 0.3% | 45 |
|
|
2018
Q4 | $305K | Buy |
+1,776
| New | +$318K | 0.3% | 48 |
|
Other funds holding HD
VCM
VPM
