Forthright Family Wealth Advisory’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 | $249K | Sell |
678
-8
| -1% | -$2.93K | 0.16% | 47 |
|
|
2025
Q1 | $251K | Sell |
686
-11
| -2% | -$4.03K | 0.17% | 48 |
|
|
2024
Q4 | $271K | Hold |
697
| – | – | 0.18% | 47 |
|
|
2024
Q3 | $301K | Buy |
697
+19
| +3% | +$8.2K | 0.19% | 46 |
|
|
2024
Q2 | $233K | Buy |
678
+18
| +3% | +$6.2K | 0.15% | 59 |
|
|
2024
Q1 | $253K | Buy |
660
+14
| +2% | +$5.37K | 0.17% | 56 |
|
|
2023
Q4 | $224K | Buy |
+646
| New | +$224K | 0.18% | 47 |
|