Fermata 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 | $298K | Sell |
812
-1,066
| -57% | -$391K | 0.08% | 178 |
|
|
2025
Q1 | $688K | Buy |
1,878
+376
| +25% | +$138K | 0.12% | 126 |
|
|
2024
Q4 | $584K | Buy |
1,502
+14
| +0.9% | +$5.45K | 0.11% | 128 |
|
|
2024
Q3 | $603K | Buy |
1,488
+112
| +8% | +$45.4K | 0.12% | 108 |
|
|
2024
Q2 | $474K | Sell |
1,376
-87
| -6% | -$30K | 0.11% | 113 |
|
|
2024
Q1 | $561K | Buy |
1,463
+605
| +71% | +$232K | 0.13% | 105 |
|
|
2023
Q4 | $297K | Sell |
858
-3
| -0.3% | -$1.04K | 0.07% | 132 |
|
|
2023
Q3 | $261K | Buy |
+861
| New | +$261K | 0.07% | 133 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$236K | – | 81 |
|
|
2023
Q1 | $236K | Sell |
300
-699
| -70% | -$550K | 0.14% | 95 |
|
|
2022
Q4 | $315K | Buy |
+999
| New | +$315K | 0.09% | 111 |
|
|
2022
Q3 | – | Sell |
-977
| Closed | -$270K | – | 140 |
|
|
2022
Q2 | $270K | Sell |
977
-309
| -24% | -$85.4K | 0.09% | 131 |
|
|
2022
Q1 | $387K | Sell |
1,286
-154
| -11% | -$46.3K | 0.15% | 108 |
|
|
2021
Q4 | $600K | Sell |
1,440
-2
| -0.1% | -$833 | 0.22% | 83 |
|
|
2021
Q3 | $475K | Sell |
1,442
-21
| -1% | -$6.92K | 0.21% | 87 |
|
|
2021
Q2 | $469K | Buy |
1,463
+575
| +65% | +$184K | 0.27% | 71 |
|
|
2021
Q1 | $272K | Buy |
+888
| New | +$272K | 0.23% | 64 |
|