CW
CreativeOne Wealth’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.81M | Buy |
24,018
+1,392
| +6% | +$510K | 0.23% | 81 |
|
|
2025
Q1 | $8.29M | Sell |
22,626
-524
| -2% | -$192K | 0.25% | 80 |
|
|
2024
Q4 | $9.01M | Buy |
23,150
+2,808
| +14% | +$1.09M | 0.28% | 70 |
|
|
2024
Q3 | $8.24M | Buy |
20,342
+2,923
| +17% | +$1.18M | 0.28% | 75 |
|
|
2024
Q2 | $6M | Buy |
17,419
+94
| +0.5% | +$32.4K | 0.3% | 67 |
|
|
2024
Q1 | $6.65M | Buy |
17,325
+2,889
| +20% | +$1.11M | 0.26% | 78 |
|
|
2023
Q4 | $5M | Sell |
14,436
-244
| -2% | -$84.6K | 0.32% | 74 |
|
|
2023
Q3 | $4.44M | Sell |
14,680
-2,595
| -15% | -$784K | 0.32% | 70 |
|
|
2023
Q2 | $5.37M | Sell |
17,275
-873
| -5% | -$271K | 0.25% | 74 |
|
|
2023
Q1 | $5.36M | Sell |
18,148
-1,676
| -8% | -$495K | 0.26% | 73 |
|
|
2022
Q4 | $6.26M | Sell |
19,824
-1,215
| -6% | -$384K | 0.34% | 69 |
|
|
2022
Q3 | $5.81M | Buy |
21,039
+2,514
| +14% | +$694K | 0.35% | 68 |
|
|
2022
Q2 | $5.08M | Buy |
18,525
+3,074
| +20% | +$843K | 0.28% | 64 |
|
|
2022
Q1 | $4.63M | Sell |
15,451
-5,450
| -26% | -$1.63M | 0.24% | 73 |
|
|
2021
Q4 | $8.67M | Sell |
20,901
-51
| -0.2% | -$21.2K | 0.43% | 52 |
|
|
2021
Q3 | $6.87M | Buy |
20,952
+1,303
| +7% | +$427K | 0.4% | 59 |
|
|
2021
Q2 | $6.27M | Buy |
19,649
+2,326
| +13% | +$742K | 0.39% | 52 |
|
|
2021
Q1 | $5.29M | Buy |
17,323
+3,109
| +22% | +$949K | 0.4% | 49 |
|
|
2020
Q4 | $3.78M | Buy |
14,214
+8,235
| +138% | +$2.19M | 0.31% | 59 |
|
|
2020
Q3 | $1.66M | Buy |
5,979
+155
| +3% | +$43K | 0.23% | 70 |
|
|
2020
Q2 | $1.46M | Buy |
5,824
+601
| +12% | +$151K | 0.23% | 67 |
|
|
2020
Q1 | $975K | Buy |
5,223
+431
| +9% | +$80.5K | 0.19% | 71 |
|
|
2019
Q4 | $1.05M | Sell |
4,792
-415
| -8% | -$90.6K | 0.18% | 69 |
|
|
2019
Q3 | $1.21M | Sell |
5,207
-31
| -0.6% | -$7.19K | 0.23% | 55 |
|
|
2019
Q2 | $1.09M | Buy |
5,238
+1,602
| +44% | +$333K | 0.23% | 57 |
|
|
2019
Q1 | $697K | Buy |
3,636
+97
| +3% | +$18.6K | 0.18% | 50 |
|
|
2018
Q4 | $608K | Buy |
3,539
+2,560
| +261% | +$440K | 0.2% | 45 |
|
|
2018
Q3 | $203K | Sell |
979
-525
| -35% | -$109K | 0.08% | 66 |
|
|
2018
Q2 | $293K | Buy |
+1,504
| New | +$293K | 0.13% | 44 |
|