CWS
Cypress Wealth Services’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
1,655
+81
| +5% | +$29.7K | 0.11% | 149 |
|
|
2025
Q1 | $577K | Sell |
1,574
-21
| -1% | -$7.7K | 0.12% | 143 |
|
|
2024
Q4 | $621K | Buy |
1,595
+32
| +2% | +$12.4K | 0.12% | 126 |
|
|
2024
Q3 | $633K | Buy |
1,563
+88
| +6% | +$35.6K | 0.13% | 122 |
|
|
2024
Q2 | $508K | Buy |
1,475
+69
| +5% | +$23.7K | 0.11% | 136 |
|
|
2024
Q1 | $539K | Sell |
1,406
-7
| -0.5% | -$2.68K | 0.13% | 134 |
|
|
2023
Q4 | $490K | Sell |
1,413
-415
| -23% | -$144K | 0.12% | 143 |
|
|
2023
Q3 | $552K | Buy |
1,828
+191
| +12% | +$57.7K | 0.15% | 120 |
|
|
2023
Q2 | $517K | Buy |
1,637
+82
| +5% | +$25.9K | 0.14% | 137 |
|
|
2023
Q1 | $459K | Buy |
1,555
+62
| +4% | +$18.3K | 0.13% | 136 |
|
|
2022
Q4 | $472K | Buy |
1,493
+80
| +6% | +$25.3K | 0.15% | 123 |
|
|
2022
Q3 | $402K | Sell |
1,413
-73
| -5% | -$20.8K | 0.14% | 134 |
|
|
2022
Q2 | $408K | Sell |
1,486
-2,523
| -63% | -$693K | 0.13% | 137 |
|
|
2022
Q1 | $1.2M | Sell |
4,009
-569
| -12% | -$170K | 0.33% | 59 |
|
|
2021
Q4 | $1.9M | Sell |
4,578
-323
| -7% | -$134K | 0.52% | 51 |
|
|
2021
Q3 | $1.61M | Sell |
4,901
-1,163
| -19% | -$382K | 0.48% | 51 |
|
|
2021
Q2 | $1.93M | Sell |
6,064
-843
| -12% | -$269K | 0.53% | 51 |
|
|
2021
Q1 | $2.11M | Buy |
6,907
+2,718
| +65% | +$830K | 0.44% | 51 |
|
|
2020
Q4 | $1.11M | Buy |
+4,189
| New | +$1.11M | 0.25% | 80 |
|
|
2020
Q3 | – | Sell |
-3,772
| Closed | -$945K | – | 94 |
|
|
2020
Q2 | $945K | Buy |
3,772
+168
| +5% | +$42.1K | 0.22% | 99 |
|
|
2020
Q1 | $673K | Buy |
3,604
+659
| +22% | +$123K | 0.2% | 107 |
|
|
2019
Q4 | $643K | Buy |
2,945
+6
| +0.2% | +$1.31K | 0.16% | 112 |
|
|
2019
Q3 | $682K | Buy |
2,939
+8
| +0.3% | +$1.86K | 0.19% | 112 |
|
|
2019
Q2 | $610K | Buy |
2,931
+20
| +0.7% | +$4.16K | 0.18% | 117 |
|
|
2019
Q1 | $559K | Buy |
2,911
+72
| +3% | +$13.8K | 0.18% | 113 |
|
|
2018
Q4 | $488K | Sell |
2,839
-1,652
| -37% | -$284K | 0.19% | 111 |
|
|
2018
Q3 | $930K | Sell |
4,491
-88
| -2% | -$18.2K | 0.33% | 86 |
|
|
2018
Q2 | $893K | Buy |
4,579
+2,777
| +154% | +$542K | 0.34% | 83 |
|
|
2018
Q1 | $321K | Sell |
1,802
-147
| -8% | -$26.2K | 0.14% | 132 |
|
|
2017
Q4 | $369K | Buy |
+1,949
| New | +$369K | 0.15% | 128 |
|