FP
Fiduciary Planning’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-530
| Closed | -$206K | – | 76 |
|
2024
Q4 | $206K | Buy |
+530
| New | +$206K | 0.07% | 73 |
|
2022
Q2 | – | Sell |
-2,924
| Closed | -$875K | – | 40 |
|
2022
Q1 | $875K | Buy |
2,924
+377
| +15% | +$113K | 0.48% | 22 |
|
2021
Q4 | $1.06M | Sell |
2,547
-84
| -3% | -$34.9K | 0.59% | 15 |
|
2021
Q3 | $864K | Buy |
2,631
+1,132
| +76% | +$372K | 0.46% | 30 |
|
2021
Q2 | $478K | Buy |
1,499
+1,455
| +3,307% | +$464K | 0.41% | 38 |
|
2021
Q1 | $13K | Sell |
44
-6,098
| -99% | -$1.8M | 0.02% | 144 |
|
2020
Q4 | $1.63M | Buy |
6,142
+146
| +2% | +$38.8K | 2.3% | 18 |
|
2020
Q3 | $1.67M | Buy |
5,996
+336
| +6% | +$93.3K | 2.75% | 8 |
|
2020
Q2 | $1.5M | Buy |
5,660
+552
| +11% | +$147K | 3.31% | 7 |
|
2020
Q1 | $954K | Buy |
+5,108
| New | +$954K | 1.79% | 21 |
|