Encompass Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,620
| Closed | -$656K | – | 110 |
|
|
2024
Q3 | $656K | Hold |
1,620
| – | – | 0.16% | 123 |
|
|
2024
Q2 | $558K | Hold |
1,620
| – | – | 0.15% | 124 |
|
|
2024
Q1 | $621K | Hold |
1,620
| – | – | 0.17% | 125 |
|
|
2023
Q4 | $561K | Buy |
1,620
+40
| +3% | +$13.9K | 0.17% | 113 |
|
|
2023
Q3 | $477K | Sell |
1,580
-40
| -2% | -$12.1K | 0.16% | 118 |
|
|
2023
Q2 | $503K | Hold |
1,620
| – | – | 0.16% | 112 |
|
|
2023
Q1 | $478K | Hold |
1,620
| – | – | 0.16% | 114 |
|
|
2022
Q4 | $512K | Buy |
1,620
+40
| +3% | +$12.6K | 0.19% | 101 |
|
|
2022
Q3 | $436K | Hold |
1,580
| – | – | 0.17% | 117 |
|
|
2022
Q2 | $433K | Hold |
1,580
| – | – | 0.15% | 119 |
|
|
2022
Q1 | $473K | Buy |
1,580
+40
| +3% | +$12K | 0.12% | 136 |
|
|
2021
Q4 | $639K | Hold |
1,540
| – | – | 0.16% | 107 |
|
|
2021
Q3 | $505K | Buy |
1,540
+390
| +34% | +$128K | 0.13% | 123 |
|
|
2021
Q2 | $366K | Hold |
1,150
| – | – | 0.09% | 165 |
|
|
2021
Q1 | $382K | Hold |
1,150
| – | – | 0.1% | 161 |
|
|
2020
Q4 | $305K | Buy |
+1,150
| New | +$305K | 0.18% | 81 |
|