EWM
Endurance Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $21.2M | Buy |
68,308
+343
| +0.5% | +$107K | 2.9% | 7 |
|
|
2023
Q1 | $20.1M | Buy |
67,965
+20
| +0% | +$5.9K | 2.84% | 7 |
|
|
2022
Q4 | $21.5M | Buy |
67,945
+551
| +0.8% | +$174K | 3.23% | 6 |
|
|
2022
Q3 | $18.6M | Buy |
67,394
+559
| +0.8% | +$154K | 3.07% | 8 |
|
|
2022
Q2 | $18.3M | Buy |
66,835
+563
| +0.8% | +$154K | 2.78% | 7 |
|
|
2022
Q1 | $19.8M | Buy |
66,272
+1,982
| +3% | +$593K | 2.57% | 8 |
|
|
2021
Q4 | $26.7M | Sell |
64,290
-2,870
| -4% | -$1.19M | 2.87% | 6 |
|
|
2021
Q3 | $22M | Sell |
67,160
-1,058
| -2% | -$347K | 2.45% | 8 |
|
|
2021
Q2 | $21.8M | Sell |
68,218
-1,113
| -2% | -$355K | 2.41% | 8 |
|
|
2021
Q1 | $21.2M | Sell |
69,331
-1,220
| -2% | -$372K | 2.49% | 7 |
|
|
2020
Q4 | $18.7M | Sell |
70,551
-966
| -1% | -$257K | 2.37% | 9 |
|
|
2020
Q3 | $19.9M | Sell |
71,517
-845
| -1% | -$235K | 2.92% | 6 |
|
|
2020
Q2 | $18.1M | Sell |
72,362
-293
| -0.4% | -$73.4K | 2.97% | 7 |
|
|
2020
Q1 | $13.6M | Buy |
72,655
+4,418
| +6% | +$825K | 2.61% | 9 |
|
|
2019
Q4 | $14.9M | Sell |
68,237
-255
| -0.4% | -$55.7K | 2.28% | 11 |
|
|
2019
Q3 | $15.9M | Sell |
68,492
-2,927
| -4% | -$679K | 2.64% | 7 |
|
|
2019
Q2 | $14.9M | Sell |
71,419
-850
| -1% | -$177K | 2.34% | 9 |
|
|
2019
Q1 | $13.9M | Sell |
72,269
-99
| -0.1% | -$19K | 2.27% | 9 |
|
|
2018
Q4 | $12.4M | Buy |
72,368
+550
| +0.8% | +$94.5K | 2.32% | 9 |
|
|
2018
Q3 | $14.9M | Sell |
71,818
-1,014
| -1% | -$210K | 2.34% | 10 |
|
|
2018
Q2 | $14.2M | Sell |
72,832
-850
| -1% | -$166K | 2.34% | 7 |
|
|
2018
Q1 | $13.1M | Sell |
73,682
-1,356
| -2% | -$242K | 2.21% | 11 |
|
|
2017
Q4 | $14.2M | Sell |
75,038
-1,704
| -2% | -$323K | 2.28% | 9 |
|
|
2017
Q3 | $12.6M | Sell |
76,742
-850
| -1% | -$139K | 2.08% | 9 |
|
|
2017
Q2 | $11.9M | Sell |
77,592
-270
| -0.3% | -$41.4K | 2.01% | 10 |
|
|
2017
Q1 | $11.4M | Sell |
77,862
-701
| -0.9% | -$103K | 1.98% | 10 |
|
|
2016
Q4 | $10.5M | Sell |
78,563
-1,223
| -2% | -$164K | 1.88% | 12 |
|
|
2016
Q3 | $10.2M | Sell |
79,786
-2,196
| -3% | -$280K | 1.82% | 10 |
|
|
2016
Q2 | $10.5M | Buy |
81,982
+913
| +1% | +$117K | 1.97% | 9 |
|
|
2016
Q1 | $10.8K | Sell |
81,069
-4,110
| -5% | -$548 | 1.52% | 7 |
|
|
2015
Q4 | $11.3M | Sell |
85,179
-2,365
| -3% | -$313K | 2.15% | 7 |
|
|
2015
Q3 | $10.7M | Sell |
87,544
-1,261
| -1% | -$154K | 1.88% | 9 |
|
|
2015
Q2 | $9.87M | Sell |
88,805
-3,585
| -4% | -$398K | 1.66% | 11 |
|
|
2015
Q1 | $10.5M | Sell |
92,390
-2,699
| -3% | -$307K | 1.83% | 9 |
|
|
2014
Q4 | $9.98M | Sell |
95,089
-1,705
| -2% | -$179K | 1.79% | 11 |
|
|
2014
Q3 | $8.88M | Sell |
96,794
-832
| -0.9% | -$76.3K | 1.66% | 13 |
|
|
2014
Q2 | $7.9M | Sell |
97,626
-107
| -0.1% | -$8.66K | 1.32% | 20 |
|
|
2014
Q1 | $7.73M | Sell |
97,733
-1,766
| -2% | -$140K | 1.5% | 17 |
|
|
2013
Q4 | $8.19M | Sell |
99,499
-1,926
| -2% | -$159K | 1.62% | 16 |
|
|
2013
Q3 | $7.69M | Sell |
101,425
-848
| -0.8% | -$64.3K | 1.63% | 13 |
|
|
2013
Q2 | $7.92M | Buy |
+102,273
| New | +$7.92M | 1.77% | 12 |
|