Consilium Wealth Advisory’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 | $316K | Sell |
862
-611
| -41% | -$224K | 0.13% | 80 |
|
|
2025
Q1 | $540K | Sell |
1,473
-15
| -1% | -$5.5K | 0.27% | 55 |
|
|
2024
Q4 | $579K | Sell |
1,488
-1,314
| -47% | -$511K | 0.28% | 54 |
|
|
2024
Q3 | $1.14M | Buy |
2,802
+106
| +4% | +$42.9K | 0.62% | 34 |
|
|
2024
Q2 | $928K | Buy |
2,696
+8
| +0.3% | +$2.75K | 0.51% | 39 |
|
|
2024
Q1 | $1.03M | Buy |
2,688
+221
| +9% | +$84.8K | 0.58% | 37 |
|
|
2023
Q4 | $855K | Buy |
2,467
+143
| +6% | +$49.6K | 0.51% | 38 |
|
|
2023
Q3 | $702K | Buy |
2,324
+127
| +6% | +$38.4K | 0.49% | 38 |
|
|
2023
Q2 | $683K | Buy |
2,197
+221
| +11% | +$68.7K | 0.47% | 42 |
|
|
2023
Q1 | $583K | Sell |
1,976
-69
| -3% | -$20.4K | 0.5% | 40 |
|
|
2022
Q4 | $646K | Buy |
2,045
+187
| +10% | +$59.1K | 0.55% | 40 |
|
|
2022
Q3 | $513K | Buy |
1,858
+452
| +32% | +$125K | 0.57% | 42 |
|
|
2022
Q2 | $386K | Hold |
1,406
| – | – | 0.42% | 57 |
|
|
2022
Q1 | $421K | Buy |
1,406
+84
| +6% | +$25.2K | 0.3% | 61 |
|
|
2021
Q4 | $549K | Buy |
+1,322
| New | +$549K | 0.36% | 57 |
|