Concord Wealth Partners’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 | $3.71M | Sell |
10,130
-352
| -3% | -$129K | 0.54% | 40 |
|
|
2025
Q1 | $3.84M | Sell |
10,482
-1,021
| -9% | -$374K | 0.63% | 35 |
|
|
2024
Q4 | $4.47M | Sell |
11,503
-611
| -5% | -$238K | 0.73% | 33 |
|
|
2024
Q3 | $4.91M | Buy |
12,114
+527
| +5% | +$214K | 0.82% | 31 |
|
|
2024
Q2 | $3.99M | Buy |
11,587
+1,279
| +12% | +$440K | 0.7% | 38 |
|
|
2024
Q1 | $3.95M | Buy |
10,308
+748
| +8% | +$287K | 0.71% | 37 |
|
|
2023
Q4 | $3.31M | Buy |
9,560
+1,417
| +17% | +$491K | 0.66% | 35 |
|
|
2023
Q3 | $2.46M | Buy |
8,143
+373
| +5% | +$113K | 0.52% | 37 |
|
|
2023
Q2 | $2.41M | Buy |
7,770
+2,804
| +56% | +$871K | 0.52% | 39 |
|
|
2023
Q1 | $1.47M | Buy |
4,966
+459
| +10% | +$135K | 0.42% | 36 |
|
|
2022
Q4 | $1.42M | Sell |
4,507
-1,380
| -23% | -$436K | 0.43% | 38 |
|
|
2022
Q3 | $1.62M | Sell |
5,887
-109
| -2% | -$30.1K | 0.52% | 35 |
|
|
2022
Q2 | $1.64M | Buy |
5,996
+493
| +9% | +$135K | 0.45% | 35 |
|
|
2022
Q1 | $1.65M | Buy |
5,503
+259
| +5% | +$77.5K | 0.43% | 33 |
|
|
2021
Q4 | $2.18M | Buy |
5,244
+3,755
| +252% | +$1.56M | 0.53% | 26 |
|
|
2021
Q3 | $489K | Sell |
1,489
-2,982
| -67% | -$979K | 0.2% | 35 |
|
|
2021
Q2 | $1.43M | Buy |
4,471
+545
| +14% | +$174K | 0.41% | 23 |
|
|
2021
Q1 | $1.2M | Buy |
3,926
+2,580
| +192% | +$787K | 0.4% | 23 |
|
|
2020
Q4 | $358K | Buy |
+1,346
| New | +$358K | 0.28% | 44 |
|