Family Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.86M | Buy |
11,724
+891
| +8% | +$325K | 0.46% | 52 |
|
|
2025
Q4 | $3.73M | Sell |
10,833
-578
| -5% | -$212K | 0.47% | 56 |
|
|
2025
Q3 | $4.62M | Sell |
11,411
-5,508
| -33% | -$2.17M | 0.64% | 43 |
|
|
2025
Q2 | $6.2M | Sell |
16,919
-2,693
| -14% | -$975K | 0.94% | 29 |
|
|
2025
Q1 | $7.19M | Buy |
19,612
+500
| +3% | +$195K | 1.19% | 19 |
|
|
2024
Q4 | $7.24M | Buy |
19,112
+598
| +3% | +$244K | 1.17% | 20 |
|
|
2024
Q3 | $7.5M | Sell |
18,514
-2,930
| -14% | -$1.07M | 1.25% | 19 |
|
|
2024
Q2 | $7.38M | Buy |
21,444
+679
| +3% | +$232K | 1.31% | 18 |
|
|
2024
Q1 | $7.97M | Sell |
20,765
-1,709
| -8% | -$624K | 1.47% | 17 |
|
|
2023
Q4 | $7.79M | Buy |
22,474
+12
| +0.1% | +$3.72K | 1.62% | 16 |
|
|
2023
Q3 | $6.79M | Sell |
22,462
-322
| -1% | -$104K | 1.56% | 18 |
|
|
2023
Q2 | $7.08M | Sell |
22,784
-467
| -2% | -$138K | 1.55% | 17 |
|
|
2023
Q1 | $6.86M | Sell |
23,251
-1,042
| -4% | -$319K | 1.58% | 18 |
|
|
2022
Q4 | $7.67M | Sell |
24,293
-248
| -1% | -$75.5K | 1.87% | 13 |
|
|
2022
Q3 | $6.77M | Buy |
24,541
+200
| +0.8% | +$59K | 1.82% | 12 |
|
|
2022
Q2 | $6.68M | Sell |
24,341
-1,772
| -7% | -$523K | 1.9% | 14 |
|
|
2022
Q1 | $7.82M | Buy |
26,113
+280
| +1% | +$97.1K | 2.17% | 12 |
|
|
2021
Q4 | $10.7M | Buy |
25,833
+195
| +0.8% | +$74.2K | 2.79% | 8 |
|
|
2021
Q3 | $8.42M | Sell |
25,638
-2,853
| -10% | -$937K | 2.32% | 11 |
|
|
2021
Q2 | $9.09M | Buy |
28,491
+3,814
| +15% | +$1.21M | 2.41% | 11 |
|
|
2021
Q1 | $7.53M | Buy |
24,677
+1,112
| +5% | +$306K | 2.37% | 12 |
|
|
2020
Q4 | $6.26M | Buy |
23,565
+1,301
| +6% | +$358K | 2.15% | 11 |
|
|
2020
Q3 | $6.18M | Sell |
22,264
-3,404
| -13% | -$922K | 2.71% | 10 |
|
|
2020
Q2 | $6.43M | Buy |
25,668
+426
| +2% | +$97.5K | 2.62% | 8 |
|
|
2020
Q1 | $4.71M | Sell |
25,242
-892
| -3% | -$196K | 2.35% | 9 |
|
|
2019
Q4 | $5.71M | Buy |
26,134
+1,458
| +6% | +$330K | 1.97% | 12 |
|
|
2019
Q3 | $5.72M | Sell |
24,676
-445
| -2% | -$97.3K | 2.14% | 11 |
|
|
2019
Q2 | $5.22M | Buy |
25,121
+455
| +2% | +$90.8K | 2.06% | 11 |
|
|
2019
Q1 | $4.73M | Sell |
24,666
-1,301
| -5% | -$239K | 2.05% | 9 |
|
|
2018
Q4 | $4.46M | Sell |
25,967
-1,896
| -7% | -$340K | 1.87% | 11 |
|
|
2018
Q3 | $5.77M | Sell |
27,863
-1,066
| -4% | -$215K | 3.37% | 6 |
|
|
2018
Q2 | $5.64M | Buy |
28,929
+2,533
| +10% | +$473K | 3.5% | 6 |
|
|
2018
Q1 | $4.7M | Sell |
26,396
-2,414
| -8% | -$453K | 3.54% | 8 |
|
|
2017
Q4 | $5.46M | Sell |
28,810
-352
| -1% | -$60.8K | 3.81% | 5 |
|
|
2017
Q3 | $4.77M | Sell |
29,162
-595
| -2% | -$91.2K | 3.27% | 11 |
|
|
2017
Q2 | $4.57M | Sell |
29,757
-447
| -1% | -$68.6K | 3.14% | 13 |
|
|
2017
Q1 | $4.43M | Sell |
30,204
-2,359
| -7% | -$335K | 3.05% | 14 |
|
|
2016
Q4 | $4.37M | Sell |
32,563
-1,730
| -5% | -$223K | 2.99% | 13 |
|
|
2016
Q3 | $4.41M | Buy |
34,293
+355
| +1% | +$47.3K | 2.49% | 17 |
|
|
2016
Q2 | $4.33M | Buy |
33,938
+30,858
| +1,002% | +$4.08M | 2.45% | 17 |
|
|
2016
Q1 | $411K | Hold |
3,080
| – | – | 0.27% | 42 |
|
|
2015
Q4 | $407K | Sell |
3,080
-100
| -3% | -$12.7K | 0.21% | 55 |
|
|
2015
Q3 | $367K | Hold |
3,180
| – | – | 0.16% | 69 |
|
|
2015
Q2 | $353K | Buy |
3,180
+100
| +3% | +$11.2K | 0.15% | 70 |
|
|
2015
Q1 | $350K | Buy |
3,080
+80
| +3% | +$8.82K | 0.16% | 61 |
|
|
2014
Q4 | $315K | Hold |
3,000
| – | – | 0.14% | 68 |
|
|
2014
Q3 | $275K | Hold |
3,000
| – | – | 0.13% | 69 |
|
|
2014
Q2 | $243K | Hold |
3,000
| – | – | 0.12% | 70 |
|
|
2014
Q1 | $237K | Hold |
3,000
| – | – | 0.12% | 63 |
|
|
2013
Q4 | $247K | Hold |
3,000
| – | – | 0.14% | 55 |
|
|
2013
Q3 | $228K | Hold |
3,000
| – | – | 0.15% | 53 |
|
|
2013
Q2 | $232K | Buy |
+3,000
| New | +$225K | 0.14% | 67 |
|
Other funds holding HD
VCM
VPM
