Evolution Wealth Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Hold
803
0.04% 131
2025
Q1
$294K Buy
+803
New +$294K 0.05% 119
2022
Q1
Sell
-670
Closed -$278 129
2021
Q4
$278 Sell
670
-15
-2% -$6 0.04% 100
2021
Q3
$225K Buy
685
+85
+14% +$27.9K 0.05% 101
2021
Q2
$191K Buy
600
+147
+32% +$46.8K 0.04% 121
2021
Q1
$138K Buy
453
+205
+83% +$62.5K 0.03% 132
2020
Q4
$66K Sell
248
-402
-62% -$107K 0.01% 164
2020
Q3
$181K Buy
650
+459
+240% +$128K 0.05% 105
2020
Q2
$48K Buy
191
+111
+139% +$27.9K 0.02% 148
2020
Q1
$15K Sell
80
-78
-49% -$14.6K 0.01% 175
2019
Q4
$35K Buy
158
+73
+86% +$16.2K 0.01% 179
2019
Q3
$20K Sell
85
-63
-43% -$14.8K 0.01% 93
2019
Q2
$31K Buy
+148
New +$31K 0.01% 104
2019
Q1
Sell
-357
Closed -$61K 117
2018
Q4
$61K Buy
+357
New +$61K 0.03% 90