Convergence Financial’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
$212K Sell
579
-16
-3% -$5.87K 0.04% 175
2025
Q1
$218K Buy
595
+38
+7% +$13.9K 0.04% 163
2024
Q4
$217K Sell
557
-18
-3% -$7K 0.04% 153
2024
Q3
$233K Sell
575
-24
-4% -$9.73K 0.05% 145
2024
Q2
$206K Sell
599
-181
-23% -$62.3K 0.05% 144
2024
Q1
$299K Hold
780
0.12% 43
2023
Q4
$270K Hold
780
0.12% 34
2023
Q3
$236K Sell
780
-173
-18% -$52.3K 0.14% 28
2023
Q2
$296K Hold
953
0.18% 24
2023
Q1
$281K Sell
953
-24
-2% -$7.08K 0.21% 24
2022
Q4
$309K Buy
977
+24
+3% +$7.58K 0.27% 19
2022
Q3
$263K Buy
+953
New +$263K 0.29% 17