Crestmont Private Wealth’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 | $694K | Buy |
1,893
+126
| +7% | +$46.2K | 0.25% | 31 |
|
2025
Q1 | $648K | Buy |
1,767
+247
| +16% | +$90.5K | 0.28% | 28 |
|
2024
Q4 | $591K | Sell |
1,520
-117
| -7% | -$45.5K | 0.27% | 25 |
|
2024
Q3 | $663K | Buy |
1,637
+91
| +6% | +$36.9K | 0.29% | 23 |
|
2024
Q2 | $532K | Buy |
1,546
+334
| +28% | +$115K | 0.26% | 25 |
|
2024
Q1 | $465K | Buy |
1,212
+313
| +35% | +$120K | 0.23% | 27 |
|
2023
Q4 | $312K | Buy |
899
+15
| +2% | +$5.2K | 0.16% | 36 |
|
2023
Q3 | $267K | Sell |
884
-187
| -17% | -$56.5K | 0.16% | 40 |
|
2023
Q2 | $333K | Buy |
1,071
+104
| +11% | +$32.3K | 0.2% | 36 |
|
2023
Q1 | $285K | Buy |
967
+137
| +17% | +$40.4K | 0.19% | 38 |
|
2022
Q4 | $262K | Buy |
+830
| New | +$262K | 0.18% | 34 |
|