Circle 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 | $956K | Sell |
2,606
-61
| -2% | -$22.4K | 0.02% | 116 |
|
|
2025
Q1 | $978K | Hold |
2,667
| – | – | 0.02% | 113 |
|
|
2024
Q4 | $1.04M | Buy |
2,667
+44
| +2% | +$17.1K | 0.02% | 114 |
|
|
2024
Q3 | $1.06M | Hold |
2,623
| – | – | 0.02% | 109 |
|
|
2024
Q2 | $903K | Sell |
2,623
-559
| -18% | -$192K | 0.02% | 103 |
|
|
2024
Q1 | $1.22M | Buy |
3,182
+196
| +7% | +$75.2K | 0.03% | 86 |
|
|
2023
Q4 | $1.03M | Sell |
2,986
-619
| -17% | -$215K | 0.03% | 85 |
|
|
2023
Q3 | $1.09M | Buy |
3,605
+944
| +35% | +$285K | 0.03% | 78 |
|
|
2023
Q2 | $827K | Sell |
2,661
-14
| -0.5% | -$4.35K | 0.11% | 68 |
|
|
2023
Q1 | $790K | Buy |
2,675
+15
| +0.6% | +$4.43K | 0.11% | 65 |
|
|
2022
Q4 | $840K | Buy |
2,660
+72
| +3% | +$22.7K | 0.13% | 58 |
|
|
2022
Q3 | $714K | Sell |
2,588
-96
| -4% | -$26.5K | 0.12% | 64 |
|
|
2022
Q2 | $736K | Sell |
2,684
-19
| -0.7% | -$5.21K | 0.12% | 71 |
|
|
2022
Q1 | $809K | Sell |
2,703
-124
| -4% | -$37.1K | 0.11% | 84 |
|
|
2021
Q4 | $1.17M | Buy |
2,827
+22
| +0.8% | +$9.13K | 0.15% | 60 |
|
|
2021
Q3 | $921K | Buy |
2,805
+42
| +2% | +$13.8K | 0.13% | 68 |
|
|
2021
Q2 | $881K | Buy |
2,763
+86
| +3% | +$27.4K | 0.13% | 82 |
|
|
2021
Q1 | $817K | Buy |
2,677
+406
| +18% | +$124K | 0.13% | 81 |
|
|
2020
Q4 | $603K | Sell |
2,271
-14
| -0.6% | -$3.72K | 0.09% | 129 |
|
|
2020
Q3 | $635K | Sell |
2,285
-19
| -0.8% | -$5.28K | 0.1% | 97 |
|
|
2020
Q2 | $577K | Buy |
2,304
+105
| +5% | +$26.3K | 0.1% | 96 |
|
|
2020
Q1 | $411K | Buy |
2,199
+82
| +4% | +$15.3K | 0.08% | 120 |
|
|
2019
Q4 | $462K | Sell |
2,117
-114
| -5% | -$24.9K | 0.08% | 109 |
|
|
2019
Q3 | $518K | Buy |
2,231
+25
| +1% | +$5.81K | 0.11% | 97 |
|
|
2019
Q2 | $459K | Buy |
2,206
+643
| +41% | +$134K | 0.1% | 95 |
|
|
2019
Q1 | $300K | Buy |
1,563
+224
| +17% | +$43K | 0.07% | 125 |
|
|
2018
Q4 | $230K | Hold |
1,339
| – | – | 0.09% | 72 |
|
|
2018
Q3 | $277K | Sell |
1,339
-10
| -0.7% | -$2.07K | 0.09% | 79 |
|
|
2018
Q2 | $263K | Sell |
1,349
-19
| -1% | -$3.7K | 0.09% | 88 |
|
|
2018
Q1 | $244K | Buy |
1,368
+7
| +0.5% | +$1.25K | 0.09% | 84 |
|
|
2017
Q4 | $258K | Buy |
1,361
+53
| +4% | +$10K | 0.1% | 80 |
|
|
2017
Q3 | $214K | Buy |
+1,308
| New | +$214K | 0.09% | 87 |
|