CWP
Cyndeo Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
43,869
+134
| +0.3% | +$49.1K | 0.95% | 25 |
|
|
2025
Q1 | $16M | Buy |
43,735
+3,598
| +9% | +$1.32M | 1.05% | 20 |
|
|
2024
Q4 | $15.6M | Buy |
40,137
+865
| +2% | +$336K | 1.06% | 21 |
|
|
2024
Q3 | $15.9M | Buy |
39,272
+7,493
| +24% | +$3.04M | 1.11% | 19 |
|
|
2024
Q2 | $10.9M | Buy |
31,779
+1,810
| +6% | +$623K | 0.86% | 25 |
|
|
2024
Q1 | $11.5M | Buy |
29,969
+586
| +2% | +$225K | 0.96% | 23 |
|
|
2023
Q4 | $10.2M | Buy |
29,383
+3,987
| +16% | +$1.38M | 0.94% | 21 |
|
|
2023
Q3 | $7.67M | Sell |
25,396
-604
| -2% | -$183K | 0.8% | 29 |
|
|
2023
Q2 | $8.08M | Sell |
26,000
-4,053
| -13% | -$1.26M | 0.84% | 24 |
|
|
2023
Q1 | $8.87M | Buy |
30,053
+1,987
| +7% | +$586K | 0.96% | 21 |
|
|
2022
Q4 | $8.86M | Buy |
+28,066
| New | +$8.86M | 1.04% | 17 |
|