CWP
CFM Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Buy |
19,675
+531
| +3% | +$195K | 1.15% | 23 |
|
|
2025
Q1 | $7.02M | Buy |
19,144
+654
| +4% | +$240K | 1.24% | 21 |
|
|
2024
Q4 | $7.19M | Buy |
18,490
+795
| +4% | +$309K | 1.21% | 22 |
|
|
2024
Q3 | $7.17M | Buy |
17,695
+924
| +6% | +$374K | 1.25% | 21 |
|
|
2024
Q2 | $5.77M | Buy |
16,771
+152
| +0.9% | +$52.3K | 1.06% | 25 |
|
|
2024
Q1 | $6.38M | Buy |
16,619
+1,281
| +8% | +$491K | 1.28% | 19 |
|
|
2023
Q4 | $5.32M | Sell |
15,338
-2,432
| -14% | -$843K | 1.2% | 20 |
|
|
2023
Q3 | $5.37M | Buy |
17,770
+69
| +0.4% | +$20.8K | 1.41% | 15 |
|
|
2023
Q2 | $5.5M | Sell |
17,701
-8
| -0% | -$2.49K | 1.34% | 15 |
|
|
2023
Q1 | $5.23M | Buy |
17,709
+82
| +0.5% | +$24.2K | 1.41% | 13 |
|
|
2022
Q4 | $5.57M | Buy |
17,627
+102
| +0.6% | +$32.2K | 1.67% | 12 |
|
|
2022
Q3 | $4.84M | Sell |
17,525
-17
| -0.1% | -$4.69K | 1.54% | 12 |
|
|
2022
Q2 | $4.81M | Sell |
17,542
-901
| -5% | -$247K | 1.44% | 13 |
|
|
2022
Q1 | $5.52M | Sell |
18,443
-371
| -2% | -$111K | 1.32% | 17 |
|
|
2021
Q4 | $7.69M | Buy |
18,814
+1,255
| +7% | +$513K | 1.72% | 13 |
|
|
2021
Q3 | $5.76M | Buy |
17,559
+958
| +6% | +$314K | 1.45% | 15 |
|
|
2021
Q2 | $5.29M | Buy |
16,601
+375
| +2% | +$120K | 1.41% | 16 |
|
|
2021
Q1 | $4.95M | Buy |
16,226
+178
| +1% | +$54.3K | 1.49% | 15 |
|
|
2020
Q4 | $4.26M | Buy |
16,048
+1,531
| +11% | +$407K | 1.36% | 16 |
|
|
2020
Q3 | $4.03M | Buy |
14,517
+1,902
| +15% | +$528K | 1.47% | 15 |
|
|
2020
Q2 | $3.16M | Buy |
12,615
+452
| +4% | +$113K | 1.2% | 17 |
|
|
2020
Q1 | $2.27M | Buy |
12,163
+381
| +3% | +$71.1K | 1.06% | 24 |
|
|
2019
Q4 | $2.7M | Buy |
+11,782
| New | +$2.7M | 0.99% | 25 |
|