CWM
Collaborative Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Buy |
2,607
+4
| +0.2% | +$1.47K | 0.42% | 52 |
|
|
2025
Q1 | $954K | Buy |
2,603
+13
| +0.5% | +$4.76K | 0.45% | 47 |
|
|
2024
Q4 | $1.01M | Buy |
2,590
+650
| +34% | +$253K | 0.46% | 48 |
|
|
2024
Q3 | $786K | Hold |
1,940
| – | – | 0.36% | 62 |
|
|
2024
Q2 | $668K | Hold |
1,940
| – | – | 0.33% | 67 |
|
|
2024
Q1 | $744K | Sell |
1,940
-435
| -18% | -$167K | 0.37% | 63 |
|
|
2023
Q4 | $823K | Sell |
2,375
-47
| -2% | -$16.3K | 0.45% | 58 |
|
|
2023
Q3 | $732K | Sell |
2,422
-39
| -2% | -$11.8K | 0.44% | 58 |
|
|
2023
Q2 | $765K | Sell |
2,461
-53
| -2% | -$16.5K | 0.45% | 56 |
|
|
2023
Q1 | $742K | Sell |
2,514
-343
| -12% | -$101K | 0.47% | 59 |
|
|
2022
Q4 | $903K | Buy |
2,857
+1,325
| +86% | +$419K | 0.59% | 51 |
|
|
2022
Q3 | $423K | Hold |
1,532
| – | – | 0.3% | 89 |
|
|
2022
Q2 | $420K | Buy |
+1,532
| New | +$420K | 0.28% | 103 |
|
|
2021
Q4 | $644K | Buy |
+1,552
| New | +$644K | 0.35% | 93 |
|
|
2021
Q1 | $459K | Buy |
+1,532
| New | +$459K | 0.26% | 117 |
|