DWM
Dakota Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
36,218
-3,919
| -10% | -$1.44M | 0.28% | 71 |
|
|
2025
Q1 | $14.7M | Sell |
40,137
-36,254
| -47% | -$13.3M | 0.34% | 58 |
|
|
2024
Q4 | $29.7M | Buy |
76,391
+9,403
| +14% | +$3.66M | 0.68% | 32 |
|
|
2024
Q3 | $27.1M | Buy |
66,988
+25,681
| +62% | +$10.4M | 0.61% | 33 |
|
|
2024
Q2 | $14.2M | Sell |
41,307
-22,612
| -35% | -$7.78M | 0.33% | 60 |
|
|
2024
Q1 | $24.5M | Buy |
63,919
+14,571
| +30% | +$5.59M | 0.61% | 29 |
|
|
2023
Q4 | $17.1M | Buy |
49,348
+12,776
| +35% | +$4.43M | 0.66% | 30 |
|
|
2023
Q3 | $11.1M | Buy |
36,572
+1,883
| +5% | +$569K | 0.49% | 53 |
|
|
2023
Q2 | $10.8M | Sell |
34,689
-669
| -2% | -$208K | 0.51% | 50 |
|
|
2023
Q1 | $10.4M | Sell |
35,358
-32,524
| -48% | -$9.6M | 0.7% | 34 |
|
|
2022
Q4 | $21.4M | Buy |
67,882
+19,218
| +39% | +$6.07M | 1.52% | 8 |
|
|
2022
Q3 | $13.4M | Buy |
48,664
+7,480
| +18% | +$2.06M | 1.09% | 15 |
|
|
2022
Q2 | $11.3M | Sell |
41,184
-3,717
| -8% | -$1.02M | 1.04% | 17 |
|
|
2022
Q1 | $13.4M | Buy |
44,901
+5,243
| +13% | +$1.57M | 1.09% | 14 |
|
|
2021
Q4 | $16.5M | Buy |
39,658
+2,447
| +7% | +$1.02M | 1.74% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
37,211
+7,571
| +26% | +$2.49M | 1.41% | 10 |
|
|
2021
Q2 | $9.45M | Sell |
29,640
-28,139
| -49% | -$8.97M | 1.13% | 18 |
|
|
2021
Q1 | $17.6M | Buy |
57,779
+9,478
| +20% | +$2.89M | 2.31% | 5 |
|
|
2020
Q4 | $12.8M | Buy |
48,301
+9,080
| +23% | +$2.41M | 1.67% | 8 |
|
|
2020
Q3 | $10.9M | Sell |
39,221
-2,074
| -5% | -$576K | 1.72% | 8 |
|
|
2020
Q2 | $10.3M | Buy |
41,295
+1,049
| +3% | +$263K | 1.77% | 8 |
|
|
2020
Q1 | $7.51M | Sell |
40,246
-673
| -2% | -$126K | 1.64% | 12 |
|
|
2019
Q4 | $8.94M | Sell |
40,919
-250
| -0.6% | -$54.6K | 1.43% | 13 |
|
|
2019
Q3 | $9.55M | Buy |
41,169
+10,483
| +34% | +$2.43M | 1.64% | 11 |
|
|
2019
Q2 | $6.38M | Buy |
30,686
+13,893
| +83% | +$2.89M | 1.22% | 16 |
|
|
2019
Q1 | $3.22M | Sell |
16,793
-886
| -5% | -$170K | 0.64% | 40 |
|
|
2018
Q4 | $3.62M | Buy |
17,679
+6
| +0% | +$1.23K | 0.82% | 34 |
|
|
2018
Q3 | $3.66M | Buy |
17,673
+3,046
| +21% | +$631K | 0.82% | 33 |
|
|
2018
Q2 | $2.85M | Buy |
14,627
+12,909
| +751% | +$2.52M | 0.79% | 31 |
|
|
2018
Q1 | $306K | Buy |
+1,718
| New | +$306K | 0.16% | 67 |
|