EWA
EverSource Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Sell |
25,737
-3,499
| -12% | -$1.28M | 0.43% | 57 |
|
|
2025
Q1 | $10.7M | Sell |
29,236
-687
| -2% | -$252K | 0.59% | 38 |
|
|
2024
Q4 | $11.6M | Buy |
29,923
+607
| +2% | +$236K | 0.65% | 32 |
|
|
2024
Q3 | $11.9M | Buy |
29,316
+259
| +0.9% | +$105K | 0.75% | 29 |
|
|
2024
Q2 | $10.7M | Buy |
29,057
+2,961
| +11% | +$1.09M | 0.71% | 32 |
|
|
2024
Q1 | $8.72M | Buy |
26,096
+6,371
| +32% | +$2.13M | 0.69% | 34 |
|
|
2023
Q4 | $6.84M | Sell |
19,725
-169
| -0.8% | -$58.6K | 0.63% | 36 |
|
|
2023
Q3 | $6.01M | Buy |
19,894
+192
| +1% | +$58K | 0.64% | 40 |
|
|
2023
Q2 | $6.12M | Buy |
19,702
+2,190
| +13% | +$680K | 0.67% | 35 |
|
|
2023
Q1 | $5.17M | Buy |
17,512
+250
| +1% | +$73.8K | 0.64% | 37 |
|
|
2022
Q4 | $5.45M | Buy |
17,262
+6,814
| +65% | +$2.15M | 0.83% | 25 |
|
|
2022
Q3 | $2.88M | Buy |
10,448
+4,553
| +77% | +$1.26M | 0.66% | 30 |
|
|
2022
Q2 | $1.62M | Sell |
5,895
-8
| -0.1% | -$2.19K | 0.42% | 49 |
|
|
2022
Q1 | $1.77M | Buy |
5,903
+1,229
| +26% | +$368K | 0.45% | 44 |
|
|
2021
Q4 | $1.94M | Buy |
+4,674
| New | +$1.94M | 0.54% | 38 |
|