Forvis Mazars 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 | $2.77M | Sell |
7,567
-263
| -3% | -$96.4K | 0.06% | 130 |
|
|
2025
Q1 | $2.87M | Sell |
7,830
-1,431
| -15% | -$524K | 0.07% | 125 |
|
|
2024
Q4 | $3.6M | Sell |
9,261
-85
| -0.9% | -$33.1K | 0.08% | 113 |
|
|
2024
Q3 | $3.79M | Buy |
9,346
+1,582
| +20% | +$641K | 0.09% | 115 |
|
|
2024
Q2 | $2.67M | Buy |
7,764
+95
| +1% | +$32.7K | 0.07% | 133 |
|
|
2024
Q1 | $2.94M | Sell |
7,669
-1,419
| -16% | -$544K | 0.07% | 127 |
|
|
2023
Q4 | $3.15M | Buy |
9,088
+61
| +0.7% | +$21.1K | 0.09% | 115 |
|
|
2023
Q3 | $2.73M | Buy |
9,027
+473
| +6% | +$143K | 0.08% | 125 |
|
|
2023
Q2 | $2.66M | Buy |
8,554
+325
| +4% | +$101K | 0.08% | 145 |
|
|
2023
Q1 | $2.43M | Buy |
8,229
+334
| +4% | +$98.6K | 0.08% | 132 |
|
|
2022
Q4 | $2.49M | Buy |
7,895
+229
| +3% | +$72.3K | 0.09% | 127 |
|
|
2022
Q3 | $2.12M | Sell |
7,666
-320
| -4% | -$88.3K | 0.09% | 133 |
|
|
2022
Q2 | $2.19M | Buy |
7,986
+1,623
| +26% | +$445K | 0.09% | 120 |
|
|
2022
Q1 | $1.91M | Buy |
6,363
+335
| +6% | +$100K | 0.08% | 111 |
|
|
2021
Q4 | $2.5M | Buy |
6,028
+87
| +1% | +$36.1K | 0.11% | 88 |
|
|
2021
Q3 | $1.95M | Buy |
5,941
+867
| +17% | +$285K | 0.09% | 97 |
|
|
2021
Q2 | $1.62M | Sell |
5,074
-356
| -7% | -$114K | 0.08% | 112 |
|
|
2021
Q1 | $1.66M | Sell |
5,430
-4,576
| -46% | -$1.4M | 0.08% | 105 |
|
|
2020
Q4 | $2.66M | Buy |
10,006
+1,091
| +12% | +$290K | 0.13% | 83 |
|
|
2020
Q3 | $2.48M | Sell |
8,915
-341
| -4% | -$94.7K | 0.14% | 72 |
|
|
2020
Q2 | $2.32M | Buy |
9,256
+443
| +5% | +$111K | 0.15% | 73 |
|
|
2020
Q1 | $1.65M | Buy |
8,813
+253
| +3% | +$47.2K | 0.13% | 80 |
|
|
2019
Q4 | $1.87M | Buy |
8,560
+145
| +2% | +$31.7K | 0.13% | 91 |
|
|
2019
Q3 | $1.95M | Sell |
8,415
-216
| -3% | -$50.1K | 0.16% | 85 |
|
|
2019
Q2 | $1.8M | Sell |
8,631
-384
| -4% | -$79.9K | 0.15% | 88 |
|
|
2019
Q1 | $1.73M | Buy |
9,015
+392
| +5% | +$75.2K | 0.14% | 85 |
|
|
2018
Q4 | $1.48M | Buy |
8,623
+85
| +1% | +$14.6K | 0.15% | 75 |
|
|
2018
Q3 | $1.77M | Sell |
8,538
-481
| -5% | -$99.7K | 0.16% | 78 |
|
|
2018
Q2 | $1.76M | Buy |
9,019
+2
| +0% | +$390 | 0.17% | 79 |
|
|
2018
Q1 | $1.61M | Buy |
9,017
+691
| +8% | +$123K | 0.16% | 80 |
|
|
2017
Q4 | $1.58M | Buy |
8,326
+3,889
| +88% | +$737K | 0.16% | 76 |
|
|
2017
Q3 | $726K | Buy |
4,437
+71
| +2% | +$11.6K | 0.08% | 106 |
|
|
2017
Q2 | $670K | Buy |
4,366
+908
| +26% | +$139K | 0.08% | 113 |
|
|
2017
Q1 | $508K | Sell |
3,458
-210
| -6% | -$30.9K | 0.06% | 123 |
|
|
2016
Q4 | $492K | Buy |
3,668
+115
| +3% | +$15.4K | 0.06% | 121 |
|
|
2016
Q3 | $457K | Buy |
3,553
+34
| +1% | +$4.37K | 0.06% | 118 |
|
|
2016
Q2 | $449K | Sell |
3,519
-650
| -16% | -$82.9K | 0.07% | 112 |
|
|
2016
Q1 | $556K | Buy |
4,169
+604
| +17% | +$80.6K | 0.09% | 104 |
|
|
2015
Q4 | $471K | Buy |
3,565
+263
| +8% | +$34.7K | 0.07% | 113 |
|
|
2015
Q3 | $381K | Buy |
3,302
+175
| +6% | +$20.2K | 0.07% | 118 |
|
|
2015
Q2 | $348K | Sell |
3,127
-364
| -10% | -$40.5K | 0.05% | 127 |
|
|
2015
Q1 | $397K | Buy |
3,491
+691
| +25% | +$78.6K | 0.06% | 126 |
|
|
2014
Q4 | $294K | Buy |
2,800
+48
| +2% | +$5.04K | 0.05% | 127 |
|
|
2014
Q3 | $252K | Hold |
2,752
| – | – | 0.04% | 117 |
|
|
2014
Q2 | $223K | Sell |
2,752
-1,466
| -35% | -$119K | 0.04% | 133 |
|
|
2014
Q1 | $334K | Buy |
4,218
+67
| +2% | +$5.31K | 0.06% | 121 |
|
|
2013
Q4 | $342K | Buy |
4,151
+217
| +6% | +$17.9K | 0.06% | 119 |
|
|
2013
Q3 | $298K | Sell |
3,934
-206
| -5% | -$15.6K | 0.06% | 122 |
|
|
2013
Q2 | $321K | Buy |
+4,140
| New | +$321K | 0.25% | 75 |
|