FirstPurpose Wealth’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$633K Sell
1,805
-179
-9% -$62.8K 0.23% 77
2023
Q4
$688K Sell
1,984
-17
-0.8% -$5.89K 0.26% 69
2023
Q3
$605K Sell
2,001
-78
-4% -$23.6K 0.26% 67
2023
Q2
$646K Buy
2,079
+107
+5% +$33.2K 0.28% 65
2023
Q1
$582K Buy
1,972
+31
+2% +$9.15K 0.29% 63
2022
Q4
$613K Sell
1,941
-262
-12% -$82.8K 0.34% 55
2022
Q3
$608K Buy
2,203
+44
+2% +$12.1K 0.4% 50
2022
Q2
$592K Buy
2,159
+236
+12% +$64.7K 0.4% 48
2022
Q1
$576K Buy
1,923
+193
+11% +$57.8K 0.45% 48
2021
Q4
$718K Buy
+1,730
New +$718K 0.45% 42