Evermay Wealth Management’s Home Depot HD Stock Holding History

Evermay Wealth Management’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.51M	Sell	6,845 -131	-2%	-$48K	0.31%	36
2025 Q1	$2.56M	Sell	6,976 -38	-0.5%	-$13.9K	0.34%	36
2024 Q4	$2.73M	Sell	7,014 -175	-2%	-$68.1K	0.41%	37
2024 Q3	$2.91M	Sell	7,189 -41	-0.6%	-$16.6K	0.47%	32
2024 Q2	$2.49M	Hold	7,230	–	–	0.4%	37
2024 Q1	$2.77M	Sell	7,230 -131	-2%	-$50.3K	0.42%	36
2023 Q4	$2.55M	Sell	7,361 -58	-0.8%	-$20.1K	0.47%	26
2023 Q3	$2.24M	Sell	7,419 -181	-2%	-$54.7K	0.46%	27
2023 Q2	$2.36M	Sell	7,600 -120	-2%	-$37.3K	0.45%	27
2023 Q1	$2.28M	Sell	7,720 -367	-5%	-$108K	0.46%	27
2022 Q4	$2.55M	Sell	8,087 -403	-5%	-$127K	0.52%	24
2022 Q3	$2.34M	Sell	8,490 -5	-0.1%	-$1.38K	0.47%	24
2022 Q2	$2.33M	Sell	8,495 -517	-6%	-$142K	0.45%	23
2022 Q1	$2.7M	Sell	9,012 -181	-2%	-$54.2K	0.45%	27
2021 Q4	$3.82M	Buy	9,193 +85	+0.9%	+$35.3K	0.68%	16
2021 Q3	$2.99M	Sell	9,108 -97	-1%	-$31.8K	0.58%	18
2021 Q2	$2.94M	Sell	9,205 -32	-0.3%	-$10.2K	0.54%	18
2021 Q1	$2.82M	Buy	9,237 +18	+0.2%	+$5.5K	0.56%	19
2020 Q4	$2.45M	Sell	9,219 -445	-5%	-$118K	0.54%	20
2020 Q3	$2.68M	Sell	9,664 -425	-4%	-$118K	0.66%	17
2020 Q2	$2.53M	Buy	10,089 +229	+2%	+$57.4K	0.67%	18
2020 Q1	$1.84M	Buy	9,860 +425	+5%	+$79.4K	0.56%	18
2019 Q4	$2.06M	Buy	9,435 +1,118	+13%	+$244K	0.51%	22
2019 Q3	$1.93M	Sell	8,317 -140	-2%	-$32.5K	0.53%	21
2019 Q2	$1.76M	Sell	8,457 -504	-6%	-$105K	0.49%	23
2019 Q1	$1.72M	Sell	8,961 -520	-5%	-$99.8K	0.49%	26
2018 Q4	$1.63M	Buy	9,481 +408	+4%	+$70.1K	0.53%	24
2018 Q3	$1.88M	Sell	9,073 -735	-7%	-$152K	0.59%	22
2018 Q2	$1.91M	Buy	9,808 +6	+0.1%	+$1.17K	0.64%	19
2018 Q1	$1.75M	Buy	9,802 +2,432	+33%	+$433K	0.6%	19
2017 Q4	$1.4M	Buy	7,370 +4,579	+164%	+$868K	0.51%	19
2017 Q3	$456K	Buy	2,791 +562	+25%	+$91.8K	0.2%	48
2017 Q2	$342K	Sell	2,229 -14	-0.6%	-$2.15K	0.15%	53
2017 Q1	$329K	Buy	+2,243	New	+$329K	0.15%	56