Cherry Tree Wealth 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
$334K Sell
912
-25
-3% -$9.17K 0.08% 116
2025
Q1
$343K Hold
937
0.08% 119
2024
Q4
$364K Sell
937
-1
-0.1% -$389 0.09% 116
2024
Q3
$380K Hold
938
0.09% 115
2024
Q2
$323K Buy
938
+20
+2% +$6.89K 0.08% 124
2024
Q1
$352K Sell
918
-2
-0.2% -$767 0.09% 114
2023
Q4
$319K Hold
920
0.09% 118
2023
Q3
$278K Hold
920
0.08% 125
2023
Q2
$286K Buy
+920
New +$286K 0.08% 123