FWA
FOCUS Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
702
-30
| -4% | -$11K | 0.13% | 55 |
|
|
2025
Q1 | $268K | Sell |
732
-20
| -3% | -$7.33K | 0.15% | 54 |
|
|
2024
Q4 | $293K | Sell |
752
-5
| -0.7% | -$1.95K | 0.16% | 54 |
|
|
2024
Q3 | $307K | Hold |
757
| – | – | 0.15% | 52 |
|
|
2024
Q2 | $261K | Buy |
757
+42
| +6% | +$14.5K | 0.13% | 56 |
|
|
2024
Q1 | $274K | Hold |
715
| – | – | 0.15% | 51 |
|
|
2023
Q4 | $248K | Sell |
715
-231
| -24% | -$80.1K | 0.16% | 52 |
|
|
2023
Q3 | $286K | Buy |
946
+131
| +16% | +$39.6K | 0.2% | 53 |
|
|
2023
Q2 | $253K | Sell |
815
-176
| -18% | -$54.7K | 0.17% | 50 |
|
|
2023
Q1 | $292K | Buy |
991
+356
| +56% | +$105K | 0.19% | 50 |
|
|
2022
Q4 | $201K | Buy |
+635
| New | +$201K | 0.14% | 48 |
|
|
2022
Q2 | – | Sell |
-6,597
| Closed | -$1.98M | – | 47 |
|
|
2022
Q1 | $1.98M | Sell |
6,597
-1
| -0% | -$299 | 1.18% | 20 |
|
|
2021
Q4 | $2.74M | Buy |
6,598
+145
| +2% | +$60.2K | 1.64% | 13 |
|
|
2021
Q3 | $2.12M | Buy |
6,453
+177
| +3% | +$58.1K | 1.43% | 16 |
|
|
2021
Q2 | $2M | Buy |
6,276
+192
| +3% | +$61.2K | 1.39% | 17 |
|
|
2021
Q1 | $1.87M | Sell |
6,084
-24
| -0.4% | -$7.39K | 1.38% | 17 |
|
|
2020
Q4 | $1.62M | Buy |
+6,108
| New | +$1.62M | 1.25% | 19 |
|