Centric 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 | $301K | Buy |
964
+74
| +8% | +$27K | 0.06% | 168 |
|
|
2025
Q4 | $337K | Buy |
890
+237
| +36% | +$86.8K | 0.07% | 153 |
|
|
2025
Q3 | $248K | Sell |
653
-415
| -39% | -$163K | 0.06% | 169 |
|
|
2025
Q2 | $414K | Sell |
1,068
-161
| -13% | -$58.3K | 0.1% | 129 |
|
|
2025
Q1 | $451K | Hold |
1,229
| – | – | 0.12% | 116 |
|
|
2024
Q4 | $478K | Hold |
1,229
| – | – | 0.13% | 117 |
|
|
2024
Q3 | $477K | Sell |
1,229
-23
| -2% | -$8.39K | 0.13% | 116 |
|
|
2024
Q2 | $450K | Sell |
1,252
-117
| -9% | -$39.9K | 0.13% | 109 |
|
|
2024
Q1 | $457K | Sell |
1,369
-709
| -34% | -$259K | 0.15% | 102 |
|
|
2023
Q4 | $738K | Buy |
2,078
+344
| +20% | +$107K | 0.24% | 77 |
|
|
2023
Q3 | $524K | Buy |
1,734
+1
| +0.1% | +$322 | 0.22% | 70 |
|
|
2023
Q2 | $538K | Sell |
1,733
-418
| -19% | -$123K | 0.21% | 69 |
|
|
2023
Q1 | $635K | Sell |
2,151
-8,390
| -80% | -$2.57M | 0.28% | 61 |
|
|
2022
Q4 | $3.33M | Buy |
10,541
+252
| +2% | +$76.8K | 1.69% | 6 |
|
|
2022
Q3 | $2.84M | Sell |
10,289
-167
| -2% | -$49.3K | 1.13% | 15 |
|
|
2022
Q2 | $2.87M | Buy |
10,456
+379
| +4% | +$112K | 1.05% | 13 |
|
|
2022
Q1 | $3.02M | Buy |
10,077
+150
| +2% | +$52K | 0.95% | 19 |
|
|
2021
Q4 | $4.12M | Buy |
9,927
+103
| +1% | +$39.2K | 1.36% | 12 |
|
|
2021
Q3 | $3.23M | Buy |
9,824
+58
| +0.6% | +$19K | 1.19% | 10 |
|
|
2021
Q2 | $3.11M | Buy |
9,766
+129
| +1% | +$41K | 1.08% | 11 |
|
|
2021
Q1 | $2.94M | Sell |
9,637
-221
| -2% | -$60.9K | 0.84% | 20 |
|
|
2020
Q4 | $2.62M | Buy |
9,858
+3,604
| +58% | +$991K | 0.82% | 22 |
|
|
2020
Q3 | $1.41M | Sell |
6,254
-665
| -10% | -$180K | 1.06% | 15 |
|
|
2020
Q2 | $1.73M | Buy |
6,919
+665
| +11% | +$152K | 0.91% | 25 |
|
|
2020
Q1 | $1.41M | Sell |
6,254
-290
| -4% | -$63.7K | 1.06% | 15 |
|
|
2019
Q4 | $1.43M | Buy |
6,544
+290
| +5% | +$65.7K | 1.14% | 19 |
|
|
2019
Q3 | $1.41M | Buy |
6,254
+386
| +7% | +$84.4K | 1.06% | 15 |
|
|
2019
Q2 | $1.22M | Buy |
5,868
+194
| +3% | +$38.7K | 1.06% | 21 |
|
|
2019
Q1 | $1.09M | Buy |
5,674
+428
| +8% | +$78.5K | 1.01% | 22 |
|
|
2018
Q4 | $901K | Buy |
+5,246
| New | +$941K | 0.79% | 27 |
|
Other funds holding HD
VCM
VPM
