CIA
Concurrent Investment Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
69,235
+9,210
| +15% | +$3.38M | 0.49% | 36 |
|
|
2025
Q1 | $22M | Buy |
60,025
+7,768
| +15% | +$2.85M | 0.53% | 34 |
|
|
2024
Q4 | $20.3M | Buy |
52,257
+82
| +0.2% | +$31.9K | 0.55% | 35 |
|
|
2024
Q3 | $21.1M | Buy |
52,175
+1,173
| +2% | +$475K | 0.62% | 27 |
|
|
2024
Q2 | $17.6M | Buy |
51,002
+14,782
| +41% | +$5.09M | 0.58% | 35 |
|
|
2024
Q1 | $13.9M | Sell |
36,220
-2,053
| -5% | -$788K | 0.56% | 36 |
|
|
2023
Q4 | $13.3M | Buy |
+38,273
| New | +$13.3M | 0.63% | 33 |
|