EWM
Evercore Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165M | Sell |
450,742
-9,652
| -2% | -$3.54M | 2.57% | 11 |
|
|
2025
Q1 | $169M | Sell |
460,394
-7,399
| -2% | -$2.71M | 2.71% | 9 |
|
|
2024
Q4 | $182M | Sell |
467,793
-173
| -0% | -$67.3K | 2.73% | 9 |
|
|
2024
Q3 | $190M | Sell |
467,966
-5,918
| -1% | -$2.4M | 2.84% | 8 |
|
|
2024
Q2 | $163M | Sell |
473,884
-2,907
| -0.6% | -$1M | 2.57% | 11 |
|
|
2024
Q1 | $183M | Buy |
476,791
+2,059
| +0.4% | +$790K | 2.87% | 8 |
|
|
2023
Q4 | $165M | Buy |
474,732
+1,119
| +0.2% | +$388K | 2.76% | 7 |
|
|
2023
Q3 | $143M | Sell |
473,613
-1,004
| -0.2% | -$303K | 2.68% | 9 |
|
|
2023
Q2 | $147M | Buy |
474,617
+2,381
| +0.5% | +$740K | 2.7% | 8 |
|
|
2023
Q1 | $139M | Sell |
472,236
-3,703
| -0.8% | -$1.09M | 2.78% | 7 |
|
|
2022
Q4 | $150M | Buy |
475,939
+695
| +0.1% | +$220K | 3.15% | 6 |
|
|
2022
Q3 | $131M | Buy |
475,244
+2,769
| +0.6% | +$764K | 2.96% | 8 |
|
|
2022
Q2 | $130M | Sell |
472,475
-3,162
| -0.7% | -$867K | 2.73% | 8 |
|
|
2022
Q1 | $142M | Buy |
475,637
+7,157
| +2% | +$2.14M | 2.52% | 9 |
|
|
2021
Q4 | $194M | Sell |
468,480
-2,947
| -0.6% | -$1.22M | 3.16% | 6 |
|
|
2021
Q3 | $155M | Sell |
471,427
-10,515
| -2% | -$3.45M | 2.8% | 7 |
|
|
2021
Q2 | $154M | Sell |
481,942
-160
| -0% | -$51K | 2.81% | 8 |
|
|
2021
Q1 | $147M | Buy |
482,102
+11,650
| +2% | +$3.56M | 2.92% | 6 |
|
|
2020
Q4 | $125M | Buy |
470,452
+475
| +0.1% | +$126K | 2.69% | 7 |
|
|
2020
Q3 | $131M | Buy |
469,977
+1,674
| +0.4% | +$465K | 3.19% | 6 |
|
|
2020
Q2 | $117M | Buy |
468,303
+270
| +0.1% | +$67.6K | 3.13% | 6 |
|
|
2020
Q1 | $87.4M | Buy |
468,033
+21,052
| +5% | +$3.93M | 2.88% | 8 |
|
|
2019
Q4 | $97.6M | Buy |
446,981
+2,507
| +0.6% | +$547K | 2.63% | 8 |
|
|
2019
Q3 | $103M | Buy |
444,474
+9,114
| +2% | +$2.11M | 3.03% | 5 |
|
|
2019
Q2 | $90.5M | Buy |
435,360
+16,376
| +4% | +$3.41M | 2.75% | 6 |
|
|
2019
Q1 | $80.4M | Buy |
418,984
+12,643
| +3% | +$2.43M | 2.59% | 8 |
|
|
2018
Q4 | $69.8M | Buy |
406,341
+11,738
| +3% | +$2.02M | 2.64% | 7 |
|
|
2018
Q3 | $81.7M | Sell |
394,603
-3,578
| -0.9% | -$741K | 2.61% | 6 |
|
|
2018
Q2 | $77.7M | Buy |
398,181
+17,599
| +5% | +$3.43M | 2.65% | 6 |
|
|
2018
Q1 | $67.8M | Sell |
380,582
-16,693
| -4% | -$2.98M | 2.59% | 6 |
|
|
2017
Q4 | $75.3M | Sell |
397,275
-7,120
| -2% | -$1.35M | 2.8% | 5 |
|
|
2017
Q3 | $66.1M | Sell |
404,395
-7,851
| -2% | -$1.28M | 2.58% | 5 |
|
|
2017
Q2 | $63.2M | Sell |
412,246
-7,849
| -2% | -$1.2M | 2.44% | 5 |
|
|
2017
Q1 | $61.7M | Sell |
420,095
-2,455
| -0.6% | -$360K | 2.41% | 5 |
|
|
2016
Q4 | $56.7M | Buy |
422,550
+3,671
| +0.9% | +$492K | 2.35% | 6 |
|
|
2016
Q3 | $53.9M | Buy |
418,879
+4,299
| +1% | +$553K | 2.23% | 8 |
|
|
2016
Q2 | $52.9M | Sell |
414,580
-2,209
| -0.5% | -$282K | 2.33% | 8 |
|
|
2016
Q1 | $55.6M | Buy |
416,789
+21,231
| +5% | +$2.83M | 2.46% | 7 |
|
|
2015
Q4 | $52.3M | Buy |
395,558
+4,945
| +1% | +$654K | 2.43% | 3 |
|
|
2015
Q3 | $45.1M | Buy |
390,613
+16,469
| +4% | +$1.9M | 2.16% | 8 |
|
|
2015
Q2 | $41.6M | Buy |
374,144
+6,697
| +2% | +$744K | 1.88% | 8 |
|
|
2015
Q1 | $41.7M | Buy |
367,447
+12,327
| +3% | +$1.4M | 1.92% | 8 |
|
|
2014
Q4 | $37.2M | Buy |
355,120
+12,933
| +4% | +$1.36M | 1.86% | 8 |
|
|
2014
Q3 | $31.4M | Buy |
342,187
+14,346
| +4% | +$1.32M | 1.57% | 13 |
|
|
2014
Q2 | $26.5M | Buy |
327,841
+26,058
| +9% | +$2.11M | 1.37% | 22 |
|
|
2014
Q1 | $23.9M | Buy |
301,783
+215,973
| +252% | +$17.1M | 1.34% | 19 |
|
|
2013
Q4 | $7.06M | Sell |
85,810
-56,567
| -40% | -$4.66M | 0.39% | 75 |
|
|
2013
Q3 | $10.8M | Sell |
142,377
-45,391
| -24% | -$3.44M | 0.62% | 53 |
|
|
2013
Q2 | $14.5M | Buy |
+187,768
| New | +$14.5M | 0.82% | 38 |
|