Elevate Wealth Advisory’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 | $315K | Sell |
860
-152
| -15% | -$55.7K | 0.22% | 57 |
|
|
2025
Q1 | $371K | Sell |
1,012
-2
| -0.2% | -$733 | 0.26% | 54 |
|
|
2024
Q4 | $394K | Buy |
1,014
+11
| +1% | +$4.28K | 0.3% | 47 |
|
|
2024
Q3 | $406K | Hold |
1,003
| – | – | 0.3% | 45 |
|
|
2024
Q2 | $345K | Hold |
1,003
| – | – | 0.28% | 45 |
|
|
2024
Q1 | $385K | Hold |
1,003
| – | – | 0.33% | 39 |
|
|
2023
Q4 | $347K | Buy |
+1,003
| New | +$347K | 0.32% | 42 |
|