FWP
Falcon Wealth Planning’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
3,382
+178
| +6% | +$65.3K | 0.13% | 63 |
|
|
2025
Q1 | $1.17M | Buy |
3,204
+89
| +3% | +$32.6K | 0.13% | 62 |
|
|
2024
Q4 | $1.21M | Buy |
3,115
+23
| +0.7% | +$8.95K | 0.14% | 61 |
|
|
2024
Q3 | $1.25M | Sell |
3,092
-129
| -4% | -$52.3K | 0.15% | 58 |
|
|
2024
Q2 | $1.11M | Buy |
3,221
+73
| +2% | +$25.1K | 0.14% | 54 |
|
|
2024
Q1 | $1.21M | Buy |
3,148
+450
| +17% | +$173K | 0.19% | 50 |
|
|
2023
Q4 | $935K | Buy |
2,698
+1,671
| +163% | +$579K | 0.16% | 51 |
|
|
2023
Q3 | $310K | Sell |
1,027
-37
| -3% | -$11.2K | 0.07% | 81 |
|
|
2023
Q2 | $330K | Buy |
1,064
+64
| +6% | +$19.9K | 0.07% | 78 |
|
|
2023
Q1 | $295K | Buy |
1,000
+1
| +0.1% | +$295 | 0.07% | 74 |
|
|
2022
Q4 | $316K | Sell |
999
-17
| -2% | -$5.37K | 0.09% | 69 |
|
|
2022
Q3 | $280K | Buy |
1,016
+18
| +2% | +$4.96K | 0.09% | 74 |
|
|
2022
Q2 | $274K | Buy |
998
+40
| +4% | +$11K | 0.09% | 71 |
|
|
2022
Q1 | $287K | Sell |
958
-56
| -6% | -$16.8K | 0.09% | 66 |
|
|
2021
Q4 | $421K | Buy |
1,014
+101
| +11% | +$41.9K | 0.14% | 50 |
|
|
2021
Q3 | $300K | Buy |
913
+208
| +30% | +$68.3K | 0.11% | 54 |
|
|
2021
Q2 | $225K | Buy |
705
+1
| +0.1% | +$319 | 0.1% | 59 |
|
|
2021
Q1 | $215K | Buy |
+704
| New | +$215K | 0.11% | 55 |
|