Elwood & Goetz Wealth Advisory Group’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 | $1.08M | Sell |
2,941
-64
| -2% | -$23.5K | 0.23% | 34 |
|
|
2025
Q1 | $1.1M | Buy |
3,005
+90
| +3% | +$33K | 0.27% | 31 |
|
|
2024
Q4 | $1.13M | Sell |
2,915
-161
| -5% | -$62.6K | 0.28% | 31 |
|
|
2024
Q3 | $1.25M | Buy |
3,076
+1,232
| +67% | +$499K | 0.31% | 28 |
|
|
2024
Q2 | $635K | Sell |
1,844
-21
| -1% | -$7.23K | 0.18% | 37 |
|
|
2024
Q1 | $716K | Sell |
1,865
-170
| -8% | -$65.2K | 0.17% | 42 |
|
|
2023
Q4 | $705K | Buy |
2,035
+310
| +18% | +$107K | 0.15% | 39 |
|
|
2023
Q3 | $521K | Buy |
1,725
+80
| +5% | +$24.2K | 0.12% | 42 |
|
|
2023
Q2 | $511K | Buy |
1,645
+50
| +3% | +$15.5K | 0.12% | 41 |
|
|
2023
Q1 | $471K | Sell |
1,595
-166
| -9% | -$49K | 0.11% | 41 |
|
|
2022
Q4 | $556K | Buy |
1,761
+26
| +1% | +$8.21K | 0.17% | 39 |
|
|
2022
Q3 | $479K | Buy |
1,735
+5
| +0.3% | +$1.38K | 0.16% | 38 |
|
|
2022
Q2 | $474K | Hold |
1,730
| – | – | 0.16% | 38 |
|
|
2022
Q1 | $518K | Sell |
1,730
-5
| -0.3% | -$1.5K | 0.16% | 40 |
|
|
2021
Q4 | $720K | Buy |
1,735
+50
| +3% | +$20.7K | 0.22% | 31 |
|
|
2021
Q3 | $553K | Hold |
1,685
| – | – | 0.19% | 33 |
|
|
2021
Q2 | $537K | Buy |
1,685
+16
| +1% | +$5.1K | 0.2% | 31 |
|
|
2021
Q1 | $509K | Buy |
1,669
+50
| +3% | +$15.2K | 0.21% | 30 |
|
|
2020
Q4 | $430K | Hold |
1,619
| – | – | 0.2% | 30 |
|
|
2020
Q3 | $450K | Buy |
1,619
+63
| +4% | +$17.5K | 0.24% | 26 |
|
|
2020
Q2 | $390K | Hold |
1,556
| – | – | 0.24% | 26 |
|
|
2020
Q1 | $291K | Hold |
1,556
| – | – | 0.22% | 25 |
|
|
2019
Q4 | $340K | Hold |
1,556
| – | – | 0.24% | 24 |
|
|
2019
Q3 | $361K | Buy |
1,556
+152
| +11% | +$35.3K | 0.29% | 23 |
|
|
2019
Q2 | $292K | Hold |
1,404
| – | – | 0.25% | 28 |
|
|
2019
Q1 | $269K | Sell |
1,404
-30
| -2% | -$5.75K | 0.25% | 27 |
|
|
2018
Q4 | $246K | Buy |
+1,434
| New | +$246K | 0.26% | 26 |
|