CSM Advisors’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 | $392K | Buy |
+1,070
| New | +$392K | 0.01% | 349 |
|
|
2024
Q3 | – | Sell |
-725
| Closed | -$250K | – | 128 |
|
|
2024
Q2 | $250K | Hold |
725
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $278K | Sell |
725
-100
| -12% | -$38.3K | 0.02% | 129 |
|
|
2023
Q4 | $286K | Hold |
825
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $249K | Hold |
825
| – | – | 0.02% | 131 |
|
|
2023
Q2 | $256K | Sell |
825
-200
| -20% | -$62.1K | 0.02% | 139 |
|
|
2023
Q1 | $302K | Hold |
1,025
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $324K | Hold |
1,025
| – | – | 0.03% | 125 |
|
|
2022
Q3 | $283K | Hold |
1,025
| – | – | 0.03% | 124 |
|
|
2022
Q2 | $281K | Sell |
1,025
-800
| -44% | -$219K | 0.03% | 117 |
|
|
2022
Q1 | $546K | Hold |
1,825
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $757K | Hold |
1,825
| – | – | 0.05% | 115 |
|
|
2021
Q3 | $599K | Hold |
1,825
| – | – | 0.04% | 115 |
|
|
2021
Q2 | $582K | Buy |
+1,825
| New | +$582K | 0.04% | 123 |
|