Client 1st Advisory Group’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 | $511K | Sell |
1,393
-485
| -26% | -$178K | 0.19% | 65 |
|
|
2025
Q1 | $688K | Buy |
1,878
+27
| +1% | +$9.9K | 0.27% | 51 |
|
|
2024
Q4 | $720K | Buy |
1,851
+615
| +50% | +$239K | 0.28% | 46 |
|
|
2024
Q3 | $501K | Buy |
1,236
+566
| +84% | +$229K | 0.2% | 62 |
|
|
2024
Q2 | $231K | Sell |
670
-16
| -2% | -$5.51K | 0.1% | 104 |
|
|
2024
Q1 | $263K | Hold |
686
| – | – | 0.12% | 94 |
|
|
2023
Q4 | $238K | Hold |
686
| – | – | 0.12% | 98 |
|
|
2023
Q3 | $207K | Sell |
686
-25
| -4% | -$7.55K | 0.11% | 98 |
|
|
2023
Q2 | $221K | Sell |
711
-15
| -2% | -$4.66K | 0.12% | 94 |
|
|
2023
Q1 | $214K | Sell |
726
-11
| -1% | -$3.25K | 0.12% | 89 |
|
|
2022
Q4 | $233K | Buy |
737
+11
| +2% | +$3.47K | 0.14% | 82 |
|
|
2022
Q3 | $200K | Buy |
+726
| New | +$200K | 0.12% | 78 |
|
|
2022
Q2 | – | Sell |
-768
| Closed | -$230K | – | 75 |
|
|
2022
Q1 | $230K | Buy |
768
+4
| +0.5% | +$1.2K | 0.11% | 75 |
|
|
2021
Q4 | $317K | Sell |
764
-17
| -2% | -$7.05K | 0.15% | 56 |
|
|
2021
Q3 | $256K | Sell |
781
-128
| -14% | -$42K | 0.13% | 64 |
|
|
2021
Q2 | $290K | Buy |
909
+42
| +5% | +$13.4K | 0.15% | 55 |
|
|
2021
Q1 | $265K | Buy |
867
+4
| +0.5% | +$1.22K | 0.15% | 55 |
|
|
2020
Q4 | $238K | Hold |
863
| – | – | 0.15% | 52 |
|
|
2020
Q3 | $240K | Sell |
863
-100
| -10% | -$27.8K | 0.17% | 49 |
|
|
2020
Q2 | $258K | Buy |
+963
| New | +$258K | 0.21% | 48 |
|
|
2020
Q1 | – | Sell |
-1,076
| Closed | -$235K | – | 52 |
|
|
2019
Q4 | $235K | Buy |
+1,076
| New | +$235K | 0.23% | 46 |
|