EFS
Essex Financial Services’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
13,466
+706
| +6% | +$259K | 0.32% | 72 |
|
|
2025
Q1 | $4.68M | Sell |
12,760
-1,028
| -7% | -$377K | 0.34% | 69 |
|
|
2024
Q4 | $5.36M | Sell |
13,788
-116
| -0.8% | -$45.1K | 0.38% | 59 |
|
|
2024
Q3 | $5.59M | Sell |
13,904
-6,161
| -31% | -$2.48M | 0.4% | 59 |
|
|
2024
Q2 | $6.99M | Buy |
20,065
+3,468
| +21% | +$1.21M | 0.52% | 42 |
|
|
2024
Q1 | $6.37M | Buy |
16,597
+282
| +2% | +$108K | 0.59% | 37 |
|
|
2023
Q4 | $5.65M | Sell |
16,315
-241
| -1% | -$83.5K | 0.58% | 39 |
|
|
2023
Q3 | $5M | Sell |
16,556
-19
| -0.1% | -$5.74K | 0.58% | 40 |
|
|
2023
Q2 | $5.15M | Sell |
16,575
-357
| -2% | -$111K | 0.59% | 42 |
|
|
2023
Q1 | $5M | Sell |
16,932
-27
| -0.2% | -$7.97K | 0.53% | 49 |
|
|
2022
Q4 | $5.36M | Sell |
16,959
-165
| -1% | -$52.1K | 0.57% | 43 |
|
|
2022
Q3 | $4.73M | Buy |
17,124
+461
| +3% | +$127K | 0.56% | 44 |
|
|
2022
Q2 | $4.57M | Sell |
16,663
-117
| -0.7% | -$32.1K | 0.51% | 50 |
|
|
2022
Q1 | $5.02M | Sell |
16,780
-266
| -2% | -$79.6K | 0.48% | 52 |
|
|
2021
Q4 | $7.07M | Buy |
17,046
+145
| +0.9% | +$60.2K | 0.7% | 32 |
|
|
2021
Q3 | $5.55M | Buy |
16,901
+2,796
| +20% | +$918K | 0.63% | 34 |
|
|
2021
Q2 | $4.31M | Hold |
14,105
| – | – | 0.62% | 31 |
|
|
2021
Q1 | $4.31M | Sell |
14,105
-1,100
| -7% | -$336K | 0.77% | 28 |
|
|
2020
Q4 | $4.04M | Buy |
15,205
+741
| +5% | +$197K | 0.8% | 27 |
|
|
2020
Q3 | $4.02M | Buy |
14,464
+4,934
| +52% | +$1.37M | 0.99% | 19 |
|
|
2020
Q2 | $2.39M | Sell |
9,530
-5,085
| -35% | -$1.27M | 0.74% | 37 |
|
|
2020
Q1 | $2.73M | Buy |
14,615
+533
| +4% | +$99.5K | 0.97% | 23 |
|
|
2019
Q4 | $3.08M | Sell |
14,082
-311
| -2% | -$67.9K | 0.85% | 30 |
|
|
2019
Q3 | $3.34M | Sell |
14,393
-821
| -5% | -$190K | 1.08% | 20 |
|
|
2019
Q2 | $3.16M | Buy |
15,214
+221
| +1% | +$46K | 0.93% | 26 |
|
|
2019
Q1 | $2.88M | Sell |
14,993
-11,007
| -42% | -$2.11M | 0.87% | 30 |
|
|
2018
Q4 | $4.47M | Sell |
26,000
-6,774
| -21% | -$1.16M | 1.37% | 17 |
|
|
2018
Q3 | $6.79M | Buy |
32,774
+449
| +1% | +$93K | 1.49% | 14 |
|
|
2018
Q2 | $6.31M | Sell |
32,325
-168
| -0.5% | -$32.8K | 1.52% | 14 |
|
|
2018
Q1 | $5.79M | Sell |
32,493
-599
| -2% | -$107K | 1.14% | 23 |
|
|
2017
Q4 | $6.27M | Sell |
33,092
-596
| -2% | -$113K | 1.49% | 14 |
|
|
2017
Q3 | $5.51M | Buy |
33,688
+358
| +1% | +$58.6K | 1.35% | 15 |
|
|
2017
Q2 | $5.11M | Buy |
33,330
+894
| +3% | +$137K | 1.08% | 22 |
|
|
2017
Q1 | $4.76M | Sell |
32,436
-1,862
| -5% | -$273K | 1.09% | 19 |
|
|
2016
Q4 | $4.6M | Buy |
34,298
+1,965
| +6% | +$263K | 0.99% | 23 |
|
|
2016
Q3 | $4.16M | Buy |
32,333
+581
| +2% | +$74.7K | 0.99% | 23 |
|
|
2016
Q2 | $4.05M | Sell |
31,752
-1,602
| -5% | -$205K | 0.98% | 23 |
|
|
2016
Q1 | $4.45M | Sell |
33,354
-1,039
| -3% | -$139K | 1.1% | 16 |
|
|
2015
Q4 | $4.55M | Buy |
34,393
+436
| +1% | +$57.7K | 1.09% | 19 |
|
|
2015
Q3 | $3.92M | Buy |
33,957
+912
| +3% | +$105K | 1.02% | 22 |
|
|
2015
Q2 | $3.67M | Sell |
33,045
-658
| -2% | -$73.1K | 0.95% | 21 |
|
|
2015
Q1 | $3.83M | Buy |
33,703
+387
| +1% | +$44K | 0.98% | 17 |
|
|
2014
Q4 | $3.5M | Buy |
33,316
+2,758
| +9% | +$289K | 0.91% | 24 |
|
|
2014
Q3 | $2.8M | Sell |
30,558
-199
| -0.6% | -$18.3K | 0.84% | 30 |
|
|
2014
Q2 | $2.49M | Buy |
30,757
+3,965
| +15% | +$321K | 0.75% | 32 |
|
|
2014
Q1 | $2.12M | Buy |
26,792
+1,260
| +5% | +$99.7K | 0.69% | 31 |
|
|
2013
Q4 | $2.1M | Sell |
25,532
-4,798
| -16% | -$395K | 0.71% | 34 |
|
|
2013
Q3 | $2.3K | Sell |
30,330
-685
| -2% | -$52 | 0.72% | 31 |
|
|
2013
Q2 | $2.4M | Buy |
+31,015
| New | +$2.4M | 0.84% | 29 |
|