Financial Synergies Wealth 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 | $227K | Buy |
+619
| New | +$227K | 0.02% | 87 |
|
|
2025
Q1 | – | Sell |
-524
| Closed | -$204K | – | 84 |
|
|
2024
Q4 | $204K | Sell |
524
-63
| -11% | -$24.5K | 0.03% | 73 |
|
|
2024
Q3 | $238K | Buy |
+587
| New | +$238K | 0.03% | 67 |
|
|
2024
Q2 | – | Sell |
-446
| Closed | -$171K | – | 225 |
|
|
2024
Q1 | $171K | Buy |
446
+155
| +53% | +$59.5K | 0.02% | 79 |
|
|
2023
Q4 | $91.9K | Sell |
291
-154
| -35% | -$48.6K | 0.01% | 78 |
|
|
2023
Q3 | $134K | Buy |
445
+1
| +0.2% | +$302 | 0.02% | 76 |
|
|
2023
Q2 | $138K | Sell |
444
-34
| -7% | -$10.6K | 0.02% | 76 |
|
|
2023
Q1 | $141K | Buy |
478
+187
| +64% | +$55.2K | 0.02% | 74 |
|
|
2022
Q4 | $91.9K | Buy |
291
+129
| +80% | +$40.7K | 0.01% | 78 |
|
|
2022
Q3 | $44.7K | Buy |
162
+28
| +21% | +$7.73K | 0.01% | 97 |
|
|
2022
Q2 | $36.8K | Buy |
+134
| New | +$36.8K | 0.01% | 113 |
|