Congress Wealth Management’s Home Depot HD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$49.5M	Buy	135,063 +19,079	+16%	+$6.9M	0.48%	40
2025 Q1	$42.5M	Buy	115,984 +9,714	+9%	+$3.79M	0.51%	42
2024 Q4	$41.3M	Buy	106,270 +2,160	+2%	+$882K	0.57%	38
2024 Q3	$42.2M	Buy	104,110 +7,462	+8%	+$2.72M	0.56%	34
2024 Q2	$33.3M	Buy	96,648 +1,459	+2%	+$498K	0.53%	37
2024 Q1	$36.5M	Buy	95,189 +1,843	+2%	+$673K	0.63%	29
2023 Q4	$32.3M	Buy	93,346 +4,902	+6%	+$1.52M	0.59%	34
2023 Q3	$26.7M	Buy	88,444 +3,162	+4%	+$1.02M	0.55%	37
2023 Q2	$26.5M	Buy	85,282 +1,035	+1%	+$306K	0.61%	34
2023 Q1	$24.9M	Buy	84,247 +687	+0.8%	+$211K	0.6%	33
2022 Q4	$26.4M	Buy	83,560 +1,911	+2%	+$582K	0.68%	28
2022 Q3	$22.5M	Buy	81,649 +2,514	+3%	+$742K	0.61%	35
2022 Q2	$21.7M	Sell	79,135 -26	-0%	-$7.68K	0.55%	35
2022 Q1	$23.7M	Buy	79,161 +1,166	+1%	+$404K	0.52%	41
2021 Q4	$32.4M	Buy	+77,995	New	+$29.7M	0.65%	35