Executive Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.67M | Sell |
22,277
-1,914
| -8% | -$745K | 0.68% | 44 |
|
|
2024
Q3 | $9.8M | Buy |
+24,191
| New | +$9.8M | 0.77% | 36 |
|
|
2024
Q2 | – | Sell |
-24,003
| Closed | -$8.83M | – | 171 |
|
|
2024
Q1 | $8.83M | Sell |
24,003
-461
| -2% | -$170K | 0.77% | 37 |
|
|
2023
Q4 | $8.48M | Sell |
24,464
-3,280
| -12% | -$1.14M | 0.8% | 43 |
|
|
2023
Q3 | $8.38M | Sell |
27,744
-1,498
| -5% | -$453K | 0.87% | 34 |
|
|
2023
Q2 | $9.08M | Buy |
29,242
+6,258
| +27% | +$1.94M | 0.94% | 31 |
|
|
2023
Q1 | $6.78M | Buy |
22,984
+994
| +5% | +$293K | 0.75% | 40 |
|
|
2022
Q4 | $6.95M | Buy |
21,990
+16,071
| +272% | +$5.08M | 0.85% | 37 |
|
|
2022
Q3 | $5.92K | Sell |
5,919
-14,934
| -72% | -$14.9K | 0.82% | 36 |
|
|
2022
Q2 | $5.72M | Sell |
20,853
-4,328
| -17% | -$1.19M | 0.77% | 42 |
|
|
2022
Q1 | $7.54M | Sell |
25,181
-3,067
| -11% | -$918K | 0.82% | 41 |
|
|
2021
Q4 | $11.7M | Buy |
28,248
+484
| +2% | +$201K | 1.17% | 20 |
|
|
2021
Q3 | $9.11M | Buy |
27,764
+205
| +0.7% | +$67.3K | 1.01% | 24 |
|
|
2021
Q2 | $8.79M | Buy |
27,559
+2,142
| +8% | +$683K | 0.96% | 25 |
|
|
2021
Q1 | $7.76M | Buy |
25,417
+2,070
| +9% | +$632K | 0.91% | 23 |
|
|
2020
Q4 | $6.2M | Buy |
23,347
+2,542
| +12% | +$675K | 0.76% | 28 |
|
|
2020
Q3 | $5.78M | Buy |
20,805
+1,263
| +6% | +$351K | 0.8% | 25 |
|
|
2020
Q2 | $4.9M | Sell |
19,542
-2,905
| -13% | -$728K | 0.74% | 25 |
|
|
2020
Q1 | $4.19M | Sell |
22,447
-4,336
| -16% | -$810K | 0.74% | 27 |
|
|
2019
Q4 | $5.85M | Buy |
26,783
+1,430
| +6% | +$312K | 0.8% | 27 |
|
|
2019
Q3 | $5.88M | Buy |
25,353
+787
| +3% | +$183K | 0.89% | 23 |
|
|
2019
Q2 | $5.11M | Buy |
24,566
+17,755
| +261% | +$3.69M | 0.72% | 25 |
|
|
2019
Q1 | $1.31M | Sell |
6,811
-448
| -6% | -$86K | 0.23% | 73 |
|
|
2018
Q4 | $1.25M | Buy |
+7,259
| New | +$1.25M | 0.22% | 65 |
|