Curated Wealth Partners’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 | $446K | Sell |
1,216
-29
| -2% | -$10.6K | 0.05% | 102 |
|
|
2025
Q1 | $456K | Sell |
1,245
-1,444
| -54% | -$529K | 0.06% | 95 |
|
|
2024
Q4 | $1.05M | Sell |
2,689
-173
| -6% | -$67.3K | 0.12% | 48 |
|
|
2024
Q3 | $1.16M | Sell |
2,862
-248
| -8% | -$100K | 0.15% | 42 |
|
|
2024
Q2 | $1.07M | Buy |
+3,110
| New | +$1.07M | 0.15% | 42 |
|
|
2024
Q1 | – | Sell |
-3,202
| Closed | -$1.11M | – | 62 |
|
|
2023
Q4 | $1.11M | Sell |
3,202
-70
| -2% | -$24.3K | 0.18% | 38 |
|
|
2023
Q3 | $989K | Sell |
3,272
-331
| -9% | -$100K | 0.18% | 37 |
|
|
2023
Q2 | $1.12M | Sell |
3,603
-65
| -2% | -$20.2K | 0.22% | 31 |
|
|
2023
Q1 | $1.08M | Sell |
3,668
-43
| -1% | -$12.7K | 0.24% | 32 |
|
|
2022
Q4 | $1.17M | Buy |
3,711
+51
| +1% | +$16.1K | 0.28% | 30 |
|
|
2022
Q3 | $1.01M | Buy |
3,660
+52
| +1% | +$14.4K | 0.3% | 29 |
|
|
2022
Q2 | $991K | Buy |
3,608
+1,202
| +50% | +$330K | 0.29% | 31 |
|
|
2022
Q1 | $999K | Hold |
2,406
| – | – | 0.34% | 33 |
|
|
2021
Q4 | $999K | Sell |
2,406
-7
| -0.3% | -$2.91K | 0.32% | 35 |
|
|
2021
Q3 | $792K | Buy |
2,413
+1,083
| +81% | +$355K | 0.44% | 39 |
|
|
2021
Q2 | $424K | Sell |
1,330
-64
| -5% | -$20.4K | 0.23% | 82 |
|
|
2021
Q1 | $426K | Sell |
1,394
-428
| -23% | -$131K | 0.26% | 73 |
|
|
2020
Q4 | $484K | Buy |
+1,822
| New | +$484K | 0.31% | 63 |
|