Charter Research & Investment Group’s Home Depot HD Stock Holding History

Charter Research & Investment Group’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.43M	Sell	9,363 -260	-3%	-$95.3K	2.56%	10
2025 Q1	$3.53M	Sell	9,623 -263	-3%	-$96.4K	2.7%	10
2024 Q4	$3.85M	Buy	9,886 +597	+6%	+$232K	2.93%	8
2024 Q3	$3.76M	Buy	9,289 +182	+2%	+$73.7K	2.78%	11
2024 Q2	$3.13M	Buy	9,107 +2,110	+30%	+$726K	2.47%	12
2024 Q1	$2.68M	Sell	6,997 -3,530	-34%	-$1.35M	2.13%	14
2023 Q4	$3.65M	Sell	10,527 -740	-7%	-$256K	3.03%	7
2023 Q3	$3.4M	Buy	11,267 +473	+4%	+$143K	3.06%	8
2023 Q2	$3.35M	Buy	10,794 +115	+1%	+$35.7K	2.78%	9
2023 Q1	$3.15M	Buy	10,679 +308	+3%	+$90.9K	2.76%	10
2022 Q4	$3.28M	Hold	10,371	–	–	3.14%	10
2022 Q3	$2.86M	Buy	10,371 +117	+1%	+$32.3K	2.89%	11
2022 Q2	$2.81M	Buy	10,254 +684	+7%	+$188K	2.56%	13
2022 Q1	$2.87M	Buy	9,570 +9	+0.1%	+$2.69K	2.32%	12
2021 Q4	$3.97M	Buy	9,561 +68	+0.7%	+$28.2K	3.12%	6
2021 Q3	$3.12M	Hold	9,493	–	–	2.59%	10
2021 Q2	$3.03M	Hold	9,493	–	–	2.51%	13
2021 Q1	$2.9M	Hold	9,493	–	–	2.53%	12
2020 Q4	$2.52M	Hold	9,493	–	–	2.43%	12
2020 Q3	$2.64M	Hold	9,493	–	–	2.89%	8
2020 Q2	$2.38M	Hold	9,493	–	–	2.74%	9
2020 Q1	$1.77M	Buy	9,493 +580	+7%	+$108K	2.33%	12
2019 Q4	$1.95M	Buy	8,913 +170	+2%	+$37.1K	1.98%	17
2019 Q3	$2.03M	Hold	8,743	–	–	2.2%	13
2019 Q2	$1.82M	Hold	8,743	–	–	2.02%	15
2019 Q1	$1.68M	Hold	8,743	–	–	1.86%	19
2018 Q4	$1.5M	Hold	8,743	–	–	1.9%	19
2018 Q3	$1.81M	Hold	8,743	–	–	1.97%	15
2018 Q2	$1.71M	Hold	8,743	–	–	1.96%	17
2018 Q1	$1.56M	Hold	8,743	–	–	1.86%	21
2017 Q4	$1.66M	Buy	+8,743	New	+$1.66M	1.86%	22
2016 Q3	$1.16M	Hold	9,038	–	–	1.36%	28
2016 Q2	$1.15M	Hold	9,038	–	–	1.32%	31
2016 Q1	$1.21M	Hold	9,038	–	–	1.38%	30
2015 Q4	$1.2M	Buy	9,038 +3,675	+69%	+$486K	1.39%	28
2015 Q3	$619K	Hold	5,363	–	–	0.82%	38
2015 Q2	$596K	Hold	5,363	–	–	0.66%	39
2015 Q1	$609K	Hold	5,363	–	–	0.67%	40
2014 Q4	$563K	Buy	+5,363	New	+$563K	0.62%	43