Davies 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 | $942K | Sell |
2,570
-39
| -1% | -$14.3K | 0.73% | 31 |
|
|
2025
Q1 | $956K | Sell |
2,609
-125
| -5% | -$45.8K | 0.81% | 27 |
|
|
2024
Q4 | $1.06M | Sell |
2,734
-2,748
| -50% | -$1.07M | 0.9% | 28 |
|
|
2024
Q3 | $2.22M | Buy |
5,482
+3,055
| +126% | +$1.24M | 1.94% | 12 |
|
|
2024
Q2 | $836K | Buy |
2,427
+13
| +0.5% | +$4.48K | 0.78% | 32 |
|
|
2024
Q1 | $926K | Buy |
+2,414
| New | +$926K | 0.95% | 25 |
|