Creative Planning’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199M | Buy |
542,737
+9,833
| +2% | +$3.61M | 0.17% | 64 |
|
|
2025
Q1 | $195M | Buy |
532,904
+19,684
| +4% | +$7.21M | 0.18% | 63 |
|
|
2024
Q4 | $200M | Sell |
513,220
-107
| -0% | -$41.6K | 0.19% | 58 |
|
|
2024
Q3 | $199M | Buy |
513,327
+32,903
| +7% | +$12.8M | 0.2% | 60 |
|
|
2024
Q2 | $165M | Buy |
480,424
+18,319
| +4% | +$6.31M | 0.18% | 62 |
|
|
2024
Q1 | $177M | Buy |
462,105
+19,197
| +4% | +$7.36M | 0.2% | 58 |
|
|
2023
Q4 | $153M | Buy |
442,908
+8,812
| +2% | +$3.05M | 0.28% | 56 |
|
|
2023
Q3 | $131M | Buy |
434,096
+10,121
| +2% | +$3.06M | 0.18% | 64 |
|
|
2023
Q2 | $132M | Buy |
423,975
+5,403
| +1% | +$1.68M | 0.18% | 65 |
|
|
2023
Q1 | $124M | Sell |
418,572
-17,656
| -4% | -$5.21M | 0.18% | 66 |
|
|
2022
Q4 | $138M | Buy |
436,228
+64,483
| +17% | +$20.4M | 0.21% | 59 |
|
|
2022
Q3 | $103M | Buy |
371,745
+1,592
| +0.4% | +$439K | 0.18% | 59 |
|
|
2022
Q2 | $102M | Buy |
370,153
+26,089
| +8% | +$7.16M | 0.17% | 63 |
|
|
2022
Q1 | $103M | Buy |
344,064
+38,614
| +13% | +$11.6M | 0.16% | 61 |
|
|
2021
Q4 | $127M | Buy |
305,450
+58,292
| +24% | +$24.2M | 0.2% | 53 |
|
|
2021
Q3 | $81.1M | Sell |
247,158
-17,911
| -7% | -$5.88M | 0.14% | 61 |
|
|
2021
Q2 | $84.5M | Sell |
265,069
-46,391
| -15% | -$14.8M | 0.15% | 63 |
|
|
2021
Q1 | $95.1M | Buy |
311,460
+5,889
| +2% | +$1.8M | 0.19% | 57 |
|
|
2020
Q4 | $81.2M | Sell |
305,571
-9,042
| -3% | -$2.4M | 0.18% | 56 |
|
|
2020
Q3 | $87.5M | Buy |
314,613
+42,047
| +15% | +$11.7M | 0.23% | 48 |
|
|
2020
Q2 | $68.3M | Sell |
272,566
-806
| -0.3% | -$202K | 0.2% | 53 |
|
|
2020
Q1 | $51M | Buy |
273,372
+3,084
| +1% | +$576K | 0.18% | 53 |
|
|
2019
Q4 | $59M | Sell |
270,288
-3,097
| -1% | -$676K | 0.18% | 56 |
|
|
2019
Q3 | $63.4M | Sell |
273,385
-1,892
| -0.7% | -$439K | 0.21% | 49 |
|
|
2019
Q2 | $57.2M | Buy |
275,277
+12,655
| +5% | +$2.63M | 0.19% | 50 |
|
|
2019
Q1 | $50.4M | Sell |
262,622
-8,513
| -3% | -$1.63M | 0.18% | 55 |
|
|
2018
Q4 | $46.6M | Buy |
271,135
+2,044
| +0.8% | +$351K | 0.19% | 51 |
|
|
2018
Q3 | $55.7M | Buy |
269,091
+3,319
| +1% | +$688K | 0.21% | 47 |
|
|
2018
Q2 | $51.9M | Sell |
265,772
-392
| -0.1% | -$76.5K | 0.2% | 48 |
|
|
2018
Q1 | $47.4M | Buy |
266,164
+2,397
| +0.9% | +$427K | 0.19% | 51 |
|
|
2017
Q4 | $50M | Buy |
263,767
+8,980
| +4% | +$1.7M | 0.22% | 46 |
|
|
2017
Q3 | $41.7M | Buy |
254,787
+17,562
| +7% | +$2.87M | 0.19% | 51 |
|
|
2017
Q2 | $36.4M | Buy |
237,225
+4,345
| +2% | +$667K | 0.18% | 59 |
|
|
2017
Q1 | $34.2M | Buy |
232,880
+7,192
| +3% | +$1.06M | 0.19% | 57 |
|
|
2016
Q4 | $30.3M | Sell |
225,688
-4,249
| -2% | -$570K | 0.18% | 58 |
|
|
2016
Q3 | $29.6M | Buy |
229,937
+57,863
| +34% | +$7.45M | 0.19% | 54 |
|
|
2016
Q2 | $22M | Buy |
172,074
+14,755
| +9% | +$1.88M | 0.16% | 65 |
|
|
2016
Q1 | $21M | Buy |
157,319
+1,513
| +1% | +$202K | 0.16% | 61 |
|
|
2015
Q4 | $20.6M | Buy |
155,806
+5,091
| +3% | +$673K | 0.17% | 66 |
|
|
2015
Q3 | $17.4M | Buy |
150,715
+11,327
| +8% | +$1.31M | 0.15% | 70 |
|
|
2015
Q2 | $15.5M | Buy |
139,388
+72
| +0.1% | +$8K | 0.14% | 72 |
|
|
2015
Q1 | $15.8M | Buy |
139,316
+15,479
| +12% | +$1.76M | 0.15% | 68 |
|
|
2014
Q4 | $13M | Buy |
123,837
+12,236
| +11% | +$1.28M | 0.14% | 77 |
|
|
2014
Q3 | $10.2M | Buy |
111,601
+7,710
| +7% | +$707K | 0.12% | 85 |
|
|
2014
Q2 | $8.41M | Sell |
103,891
-21,710
| -17% | -$1.76M | 0.11% | 92 |
|
|
2014
Q1 | $9.94M | Buy |
125,601
+1,168
| +0.9% | +$92.4K | 0.15% | 69 |
|
|
2013
Q4 | $10.2M | Buy |
124,433
+32,129
| +35% | +$2.65M | 0.17% | 63 |
|
|
2013
Q3 | $7M | Buy |
92,304
+10,482
| +13% | +$795K | 0.14% | 73 |
|
|
2013
Q2 | $6.34M | Buy |
+81,822
| New | +$6.34M | 0.15% | 68 |
|