Curi Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,955
| Closed | -$8.65M | – | 56 |
|
|
2023
Q4 | $8.65M | Sell |
24,955
-2,146
| -8% | -$744K | 1.19% | 30 |
|
|
2023
Q3 | $8.19M | Sell |
27,101
-1,319
| -5% | -$399K | 1.26% | 29 |
|
|
2023
Q2 | $8.83M | Sell |
28,420
-1,429
| -5% | -$444K | 1.19% | 28 |
|
|
2023
Q1 | $8.81M | Sell |
29,849
-2,375
| -7% | -$701K | 1.27% | 30 |
|
|
2022
Q4 | $10.2M | Sell |
32,224
-79
| -0.2% | -$25K | 1.43% | 27 |
|
|
2022
Q3 | $8.91M | Buy |
32,303
+6,926
| +27% | +$1.91M | 1.48% | 29 |
|
|
2022
Q2 | $6.96M | Buy |
25,377
+161
| +0.6% | +$44.2K | 1.34% | 30 |
|
|
2022
Q1 | $7.55M | Sell |
25,216
-8,168
| -24% | -$2.44M | 1.31% | 33 |
|
|
2021
Q4 | $13.9M | Buy |
33,384
+32,515
| +3,742% | +$13.5M | 2.39% | 13 |
|
|
2021
Q3 | $285K | Buy |
869
+22
| +3% | +$7.22K | 0.13% | 70 |
|
|
2021
Q2 | $270K | Buy |
+847
| New | +$270K | 0.14% | 76 |
|
|
2021
Q1 | – | Sell |
-281
| Closed | -$74K | – | 261 |
|
|
2020
Q4 | $74K | Buy |
+281
| New | +$74K | 0.05% | 130 |
|