Elevation Wealth Partners’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 | $311K | Hold |
849
| – | – | 0.12% | 94 |
|
|
2025
Q1 | $311K | Sell |
849
-48
| -5% | -$17.6K | 0.13% | 87 |
|
|
2024
Q4 | $349K | Buy |
897
+12
| +1% | +$4.67K | 0.15% | 81 |
|
|
2024
Q3 | $359K | Hold |
885
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $305K | Hold |
885
| – | – | 0.14% | 84 |
|
|
2024
Q1 | $339K | Buy |
885
+29
| +3% | +$11.1K | 0.17% | 81 |
|
|
2023
Q4 | $259K | Buy |
856
+385
| +82% | +$116K | 0.16% | 87 |
|
|
2023
Q3 | $142K | Hold |
471
| – | – | 0.12% | 75 |
|
|
2023
Q2 | $146K | Hold |
471
| – | – | 0.12% | 78 |
|
|
2023
Q1 | $139K | Buy |
+471
| New | +$139K | 0.13% | 80 |
|