EWA
EP Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Buy |
89,019
+6,853
| +8% | +$2.51M | 0.21% | 82 |
|
|
2025
Q1 | $30.1M | Buy |
82,166
+7,631
| +10% | +$2.8M | 0.24% | 78 |
|
|
2024
Q4 | $29M | Sell |
74,535
-1,511
| -2% | -$588K | 0.24% | 80 |
|
|
2024
Q3 | $30.8M | Buy |
76,046
+8,180
| +12% | +$3.31M | 0.26% | 77 |
|
|
2024
Q2 | $23.4M | Buy |
67,866
+968
| +1% | +$333K | 0.25% | 84 |
|
|
2024
Q1 | $25.7M | Buy |
66,898
+3,034
| +5% | +$1.16M | 0.3% | 76 |
|
|
2023
Q4 | $22.1M | Sell |
63,864
-9,114
| -12% | -$3.16M | 0.28% | 76 |
|
|
2023
Q3 | $22.1M | Buy |
72,978
+69,298
| +1,883% | +$20.9M | 0.34% | 72 |
|
|
2023
Q2 | $23.2M | Sell |
3,680
-446,320
| -99% | -$2.82B | 0.34% | 65 |
|
|
2023
Q1 | $45 | Buy |
450,000
+382,011
| +562% | +$38 | ﹤0.01% | 635 |
|
|
2022
Q4 | $21.5M | Buy |
67,989
+8,282
| +14% | +$2.62M | 0.39% | 64 |
|
|
2022
Q3 | $16.5M | Buy |
59,707
+22,132
| +59% | +$6.11M | 0.37% | 59 |
|
|
2022
Q2 | $10.3M | Buy |
37,575
+5,739
| +18% | +$1.57M | 0.23% | 75 |
|
|
2022
Q1 | $9.53M | Buy |
31,836
+391
| +1% | +$117K | 0.21% | 79 |
|
|
2021
Q4 | $13.1M | Buy |
31,445
+653
| +2% | +$271K | 0.31% | 61 |
|
|
2021
Q3 | $10.1M | Sell |
30,792
-3,983
| -11% | -$1.31M | 0.28% | 61 |
|
|
2021
Q2 | $11.1M | Sell |
34,775
-512
| -1% | -$163K | 0.31% | 63 |
|
|
2021
Q1 | $10.8M | Buy |
35,287
+5,908
| +20% | +$1.8M | 0.34% | 59 |
|
|
2020
Q4 | $7.8M | Buy |
29,379
+2,858
| +11% | +$759K | 0.27% | 59 |
|
|
2020
Q3 | $7.37M | Buy |
26,521
+408
| +2% | +$113K | 0.32% | 55 |
|
|
2020
Q2 | $6.54M | Sell |
26,113
-2,061
| -7% | -$516K | 0.28% | 62 |
|
|
2020
Q1 | $5.26M | Buy |
28,174
+2,830
| +11% | +$528K | 0.26% | 66 |
|
|
2019
Q4 | $5.54M | Buy |
25,344
+704
| +3% | +$154K | 0.23% | 81 |
|
|
2019
Q3 | $5.72M | Buy |
24,640
+13,751
| +126% | +$3.19M | 0.28% | 62 |
|
|
2019
Q2 | $2.27M | Buy |
10,889
+851
| +8% | +$177K | 0.14% | 77 |
|
|
2019
Q1 | $1.93M | Sell |
10,038
-614
| -6% | -$118K | 0.19% | 77 |
|
|
2018
Q4 | $1.83M | Buy |
10,652
+1,620
| +18% | +$278K | 0.14% | 86 |
|
|
2018
Q3 | $1.87M | Buy |
9,032
+4,300
| +91% | +$891K | 0.15% | 78 |
|
|
2018
Q2 | $923K | Buy |
4,732
+385
| +9% | +$75.1K | 0.09% | 91 |
|
|
2018
Q1 | $775K | Buy |
4,347
+532
| +14% | +$94.8K | 0.07% | 110 |
|
|
2017
Q4 | $723K | Buy |
3,815
+146
| +4% | +$27.7K | 0.08% | 91 |
|
|
2017
Q3 | $600K | Sell |
3,669
-552
| -13% | -$90.3K | 0.07% | 94 |
|
|
2017
Q2 | $647K | Buy |
4,221
+840
| +25% | +$129K | 0.08% | 92 |
|
|
2017
Q1 | $496K | Sell |
3,381
-2
| -0.1% | -$293 | 0.07% | 86 |
|
|
2016
Q4 | $452K | Sell |
3,383
-140
| -4% | -$18.7K | 0.07% | 88 |
|
|
2016
Q3 | $453K | Buy |
3,523
+356
| +11% | +$45.8K | 0.07% | 83 |
|
|
2016
Q2 | $404K | Buy |
3,167
+162
| +5% | +$20.7K | 0.06% | 88 |
|
|
2016
Q1 | $401K | Sell |
3,005
-307
| -9% | -$41K | 0.06% | 93 |
|
|
2015
Q4 | $438K | Buy |
3,312
+343
| +12% | +$45.4K | 0.07% | 100 |
|
|
2015
Q3 | $343K | Sell |
2,969
-112
| -4% | -$12.9K | 0.07% | 102 |
|
|
2015
Q2 | $342K | Sell |
3,081
-109
| -3% | -$12.1K | 0.06% | 89 |
|
|
2015
Q1 | $362K | Buy |
3,190
+542
| +20% | +$61.6K | 0.07% | 86 |
|
|
2014
Q4 | $278K | Sell |
2,648
-581
| -18% | -$61K | 0.05% | 106 |
|
|
2014
Q3 | $296K | Buy |
+3,229
| New | +$296K | 0.05% | 87 |
|