Charter Oak Capital Management’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
$916K Sell
2,499
-303
-11% -$111K 0.08% 81
2025
Q1
$1.03M Buy
2,802
+9
+0.3% +$3.3K 0.09% 71
2024
Q4
$1.09M Sell
2,793
-7
-0.3% -$2.72K 0.1% 68
2024
Q3
$1.13M Buy
2,800
+311
+12% +$126K 0.11% 69
2024
Q2
$857K Sell
2,489
-277
-10% -$95.4K 0.09% 74
2024
Q1
$1.06M Buy
2,766
+255
+10% +$97.8K 0.11% 68
2023
Q4
$870K Buy
2,511
+119
+5% +$41.2K 0.1% 70
2023
Q3
$723K Buy
2,392
+7
+0.3% +$2.12K 0.1% 77
2023
Q2
$741K Buy
2,385
+8
+0.3% +$2.49K 0.1% 78
2023
Q1
$701K Buy
2,377
+2
+0.1% +$590 0.1% 81
2022
Q4
$750K Buy
2,375
+161
+7% +$50.8K 0.11% 74
2022
Q3
$611K Sell
2,214
-122
-5% -$33.7K 0.1% 84
2022
Q2
$641K Sell
2,336
-111
-5% -$30.5K 0.09% 94
2022
Q1
$732K Sell
2,447
-22
-0.9% -$6.58K 0.09% 92
2021
Q4
$1.03M Buy
2,469
+4
+0.2% +$1.66K 0.12% 72
2021
Q3
$809K Buy
2,465
+29
+1% +$9.52K 0.1% 85
2021
Q2
$777K Buy
2,436
+11
+0.5% +$3.51K 0.1% 88
2021
Q1
$740K Sell
2,425
-42
-2% -$12.8K 0.1% 90
2020
Q4
$655K Buy
+2,467
New +$655K 0.1% 93