CWS Financial 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 | $1.07M | Sell |
2,927
-1,489
| -34% | -$546K | 0.31% | 41 |
|
|
2025
Q1 | $1.62M | Buy |
4,416
+1,826
| +71% | +$669K | 0.51% | 29 |
|
|
2024
Q4 | $1.01M | Buy |
2,590
+306
| +13% | +$119K | 0.33% | 38 |
|
|
2024
Q3 | $925K | Buy |
2,284
+85
| +4% | +$34.4K | 0.33% | 35 |
|
|
2024
Q2 | $757K | Buy |
2,199
+16
| +0.7% | +$5.51K | 0.3% | 37 |
|
|
2024
Q1 | $837K | Sell |
2,183
-3,297
| -60% | -$1.26M | 0.34% | 30 |
|
|
2023
Q4 | $1.9M | Sell |
5,480
-2,265
| -29% | -$785K | 0.71% | 19 |
|
|
2023
Q3 | $2.34M | Sell |
7,745
-73
| -0.9% | -$22.1K | 0.94% | 14 |
|
|
2023
Q2 | $2.43M | Sell |
7,818
-116
| -1% | -$36K | 0.92% | 15 |
|
|
2023
Q1 | $2.34M | Buy |
7,934
+2,835
| +56% | +$837K | 0.93% | 14 |
|
|
2022
Q4 | $1.56M | Buy |
5,099
+84
| +2% | +$25.7K | 0.67% | 16 |
|
|
2022
Q3 | $1.38M | Buy |
5,015
+7
| +0.1% | +$1.93K | 0.66% | 23 |
|
|
2022
Q2 | $1.37M | Sell |
5,008
-204
| -4% | -$56K | 0.63% | 24 |
|
|
2022
Q1 | $1.56M | Sell |
5,212
-1,084
| -17% | -$324K | 0.59% | 21 |
|
|
2021
Q4 | $2.61M | Buy |
+6,296
| New | +$2.61M | 0.92% | 15 |
|
|
2021
Q2 | $1.64M | Buy |
5,154
+55
| +1% | +$17.5K | 0.66% | 18 |
|
|
2021
Q1 | $1.56M | Buy |
5,099
+1,944
| +62% | +$594K | 0.67% | 16 |
|
|
2020
Q4 | $838K | Sell |
3,155
-28
| -0.9% | -$7.44K | 0.49% | 39 |
|
|
2020
Q3 | $884K | Hold |
3,183
| – | – | 0.59% | 28 |
|
|
2020
Q2 | $797K | Buy |
3,183
+5
| +0.2% | +$1.25K | 0.57% | 29 |
|
|
2020
Q1 | $694K | Hold |
3,178
| – | – | 0.51% | 28 |
|
|
2019
Q4 | $694K | Buy |
+3,178
| New | +$694K | 0.51% | 28 |
|