DWM
Defined Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
2,193
+53
| +2% | +$19.4K | 0.5% | 51 |
|
|
2025
Q1 | $784K | Sell |
2,140
-6
| -0.3% | -$2.2K | 0.53% | 50 |
|
|
2024
Q4 | $835K | Buy |
2,146
+11
| +0.5% | +$4.28K | 0.55% | 46 |
|
|
2024
Q3 | $865K | Buy |
2,135
+30
| +1% | +$12.2K | 0.56% | 46 |
|
|
2024
Q2 | $725K | Buy |
2,105
+19
| +0.9% | +$6.54K | 0.5% | 50 |
|
|
2024
Q1 | $800K | Buy |
2,086
+10
| +0.5% | +$3.84K | 0.57% | 47 |
|
|
2023
Q4 | $719K | Sell |
2,076
-3
| -0.1% | -$1.04K | 0.55% | 48 |
|
|
2023
Q3 | $628K | Buy |
2,079
+31
| +2% | +$9.37K | 0.54% | 49 |
|
|
2023
Q2 | $636K | Buy |
2,048
+4
| +0.2% | +$1.24K | 0.54% | 49 |
|
|
2023
Q1 | $603K | Hold |
2,044
| – | – | 0.56% | 47 |
|
|
2022
Q4 | $646K | Hold |
2,044
| – | – | 0.61% | 46 |
|
|
2022
Q3 | $564K | Hold |
2,044
| – | – | 0.61% | 40 |
|
|
2022
Q2 | $561K | Hold |
2,044
| – | – | 0.58% | 45 |
|
|
2022
Q1 | $612K | Hold |
2,044
| – | – | 0.54% | 43 |
|
|
2021
Q4 | $848K | Hold |
2,044
| – | – | 0.69% | 33 |
|
|
2021
Q3 | $671K | Buy |
2,044
+13
| +0.6% | +$4.27K | 0.59% | 33 |
|
|
2021
Q2 | $648K | Hold |
2,031
| – | – | 0.58% | 35 |
|
|
2021
Q1 | $620K | Hold |
2,031
| – | – | 0.59% | 34 |
|
|
2020
Q4 | $539K | Buy |
+2,031
| New | +$539K | 0.53% | 43 |
|