FVWA
Foster Victor Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
42,016
+3,338
| +9% | +$1.24M | 1.06% | 38 |
|
|
2025
Q1 | $13.7M | Buy |
38,678
+4,697
| +14% | +$1.66M | 1.1% | 34 |
|
|
2024
Q4 | $13.9M | Buy |
33,981
+15,167
| +81% | +$6.21M | 1.07% | 37 |
|
|
2024
Q3 | $7.83M | Buy |
18,814
+430
| +2% | +$179K | 0.63% | 70 |
|
|
2024
Q2 | $6.79M | Buy |
18,384
+15,858
| +628% | +$5.85M | 0.57% | 70 |
|
|
2024
Q1 | $878K | Sell |
2,526
-2
| -0.1% | -$695 | 0.08% | 100 |
|
|
2023
Q4 | $879K | Buy |
2,528
+7
| +0.3% | +$2.44K | 0.09% | 101 |
|
|
2023
Q3 | $738K | Sell |
2,521
-176
| -7% | -$51.5K | 0.09% | 98 |
|
|
2023
Q2 | $838K | Buy |
2,697
+161
| +6% | +$50K | 0.09% | 99 |
|
|
2023
Q1 | $748K | Sell |
2,536
-54
| -2% | -$15.9K | 0.09% | 101 |
|
|
2022
Q4 | $822K | Sell |
2,590
-52
| -2% | -$16.5K | 0.1% | 94 |
|
|
2022
Q3 | $767K | Sell |
2,642
-316
| -11% | -$91.7K | 0.11% | 89 |
|
|
2022
Q2 | $839K | Buy |
2,958
+243
| +9% | +$68.9K | 0.12% | 88 |
|
|
2022
Q1 | $811K | Sell |
2,715
-784
| -22% | -$234K | 0.11% | 90 |
|
|
2021
Q4 | $1.36M | Sell |
3,499
-60
| -2% | -$23.4K | 0.19% | 87 |
|
|
2021
Q3 | $1.17M | Buy |
3,559
+1,555
| +78% | +$510K | 0.19% | 87 |
|
|
2021
Q2 | $639K | Buy |
2,004
+494
| +33% | +$158K | 0.11% | 97 |
|
|
2021
Q1 | $484K | Buy |
1,510
+270
| +22% | +$86.5K | 0.09% | 101 |
|
|
2020
Q4 | $329K | Sell |
1,240
-1,457
| -54% | -$387K | 0.08% | 107 |
|
|
2020
Q3 | $749K | Buy |
2,697
+28
| +1% | +$7.78K | 0.2% | 80 |
|
|
2020
Q2 | $669K | Buy |
2,669
+146
| +6% | +$36.6K | 0.22% | 68 |
|
|
2020
Q1 | $506K | Buy |
2,523
+977
| +63% | +$196K | 0.22% | 68 |
|
|
2019
Q4 | $343K | Sell |
1,546
-33
| -2% | -$7.32K | 0.15% | 76 |
|
|
2019
Q3 | $358K | Buy |
1,579
+508
| +47% | +$115K | 0.2% | 68 |
|
|
2019
Q2 | $228K | Buy |
+1,071
| New | +$228K | 0.17% | 84 |
|