CWM
Congress Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5M | Buy |
135,063
+19,079
| +16% | +$7M | 0.48% | 40 |
|
|
2025
Q1 | $42.5M | Buy |
115,984
+9,714
| +9% | +$3.56M | 0.51% | 42 |
|
|
2024
Q4 | $41.3M | Buy |
106,270
+2,160
| +2% | +$840K | 0.57% | 38 |
|
|
2024
Q3 | $42.2M | Buy |
104,110
+7,462
| +8% | +$3.02M | 0.56% | 34 |
|
|
2024
Q2 | $33.3M | Buy |
96,648
+1,459
| +2% | +$502K | 0.53% | 37 |
|
|
2024
Q1 | $36.5M | Buy |
95,189
+1,843
| +2% | +$707K | 0.63% | 29 |
|
|
2023
Q4 | $32.3M | Buy |
93,346
+4,902
| +6% | +$1.7M | 0.59% | 34 |
|
|
2023
Q3 | $26.7M | Buy |
88,444
+3,162
| +4% | +$955K | 0.55% | 37 |
|
|
2023
Q2 | $26.5M | Buy |
85,282
+1,035
| +1% | +$322K | 0.61% | 34 |
|
|
2023
Q1 | $24.9M | Buy |
84,247
+687
| +0.8% | +$203K | 0.6% | 33 |
|
|
2022
Q4 | $26.4M | Buy |
83,560
+1,911
| +2% | +$604K | 0.68% | 28 |
|
|
2022
Q3 | $22.5M | Buy |
81,649
+2,514
| +3% | +$694K | 0.61% | 35 |
|
|
2022
Q2 | $21.7M | Sell |
79,135
-26
| -0% | -$7.13K | 0.55% | 35 |
|
|
2022
Q1 | $23.7M | Buy |
79,161
+1,166
| +1% | +$349K | 0.52% | 41 |
|
|
2021
Q4 | $32.4M | Buy |
+77,995
| New | +$32.4M | 0.64% | 35 |
|