Delta 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 | $880K | Buy |
2,400
+564
| +31% | +$207K | 0.31% | 74 |
|
|
2025
Q1 | $673K | Buy |
1,836
+62
| +3% | +$22.7K | 0.25% | 81 |
|
|
2024
Q4 | $690K | Hold |
1,774
| – | – | 0.26% | 80 |
|
|
2024
Q3 | $719K | Sell |
1,774
-10
| -0.6% | -$4.05K | 0.26% | 82 |
|
|
2024
Q2 | $614K | Hold |
1,784
| – | – | 0.24% | 84 |
|
|
2024
Q1 | $684K | Hold |
1,784
| – | – | 0.27% | 80 |
|
|
2023
Q4 | $618K | Sell |
1,784
-484
| -21% | -$168K | 0.27% | 83 |
|
|
2023
Q3 | $685K | Hold |
2,268
| – | – | 0.31% | 80 |
|
|
2023
Q2 | $705K | Buy |
2,268
+484
| +27% | +$150K | 0.31% | 80 |
|
|
2023
Q1 | $526K | Hold |
1,784
| – | – | 0.25% | 84 |
|
|
2022
Q4 | $563K | Buy |
1,784
+400
| +29% | +$126K | 0.27% | 82 |
|
|
2022
Q3 | $382K | Buy |
1,384
+125
| +10% | +$34.5K | 0.2% | 92 |
|
|
2022
Q2 | $345K | Hold |
1,259
| – | – | 0.17% | 101 |
|
|
2022
Q1 | $377K | Sell |
1,259
-460
| -27% | -$138K | 0.16% | 103 |
|
|
2021
Q4 | $713K | Hold |
1,719
| – | – | 0.29% | 84 |
|
|
2021
Q3 | $564K | Buy |
1,719
+30
| +2% | +$9.84K | 0.25% | 90 |
|
|
2021
Q2 | $539K | Sell |
1,689
-34
| -2% | -$10.9K | 0.24% | 90 |
|
|
2021
Q1 | $526K | Hold |
1,723
| – | – | 0.25% | 92 |
|
|
2020
Q4 | $458K | Hold |
1,723
| – | – | 0.23% | 94 |
|
|
2020
Q3 | $478K | Hold |
1,723
| – | – | 0.26% | 90 |
|
|
2020
Q2 | $432K | Hold |
1,723
| – | – | 0.25% | 87 |
|
|
2020
Q1 | $322K | Sell |
1,723
-195
| -10% | -$36.4K | 0.22% | 89 |
|
|
2019
Q4 | $419K | Sell |
1,918
-124
| -6% | -$27.1K | 0.16% | 96 |
|
|
2019
Q3 | $474K | Buy |
2,042
+246
| +14% | +$57.1K | 0.19% | 97 |
|
|
2019
Q2 | $374K | Buy |
+1,796
| New | +$374K | 0.15% | 104 |
|