FRG Family 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 | $397K | Hold |
1,083
| – | – | 0.07% | 113 |
|
|
2025
Q1 | $397K | Hold |
1,083
| – | – | 0.08% | 110 |
|
|
2024
Q4 | $421K | Hold |
1,083
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $439K | Hold |
1,083
| – | – | 0.08% | 111 |
|
|
2024
Q2 | $383K | Hold |
1,083
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $362K | Sell |
1,083
-25
| -2% | -$8.36K | 0.07% | 112 |
|
|
2023
Q4 | $384K | Sell |
1,108
-1,275
| -54% | -$442K | 0.08% | 111 |
|
|
2023
Q3 | $720K | Sell |
2,383
-81
| -3% | -$24.5K | 0.16% | 85 |
|
|
2023
Q2 | $765K | Sell |
2,464
-309
| -11% | -$96K | 0.17% | 88 |
|
|
2023
Q1 | $818K | Hold |
2,773
| – | – | 0.19% | 84 |
|
|
2022
Q4 | $876K | Hold |
2,773
| – | – | 0.21% | 86 |
|
|
2022
Q3 | $765K | Sell |
2,773
-47
| -2% | -$13K | 0.19% | 84 |
|
|
2022
Q2 | $773K | Sell |
2,820
-70
| -2% | -$19.2K | 0.18% | 86 |
|
|
2022
Q1 | $865K | Hold |
2,890
| – | – | 0.17% | 81 |
|
|
2021
Q4 | $1.2M | Hold |
2,890
| – | – | 0.22% | 64 |
|
|
2021
Q3 | $949K | Hold |
2,890
| – | – | 0.19% | 76 |
|
|
2021
Q2 | $922K | Buy |
2,890
+170
| +6% | +$54.2K | 0.18% | 81 |
|
|
2021
Q1 | $830K | Buy |
2,720
+1,325
| +95% | +$404K | 0.17% | 81 |
|
|
2020
Q4 | $371K | Buy |
1,395
+558
| +67% | +$148K | 0.08% | 104 |
|
|
2020
Q3 | $232K | Hold |
837
| – | – | 0.06% | 118 |
|
|
2020
Q2 | $210K | Buy |
+837
| New | +$210K | 0.06% | 115 |
|
|
2020
Q1 | – | Sell |
-1,337
| Closed | -$292K | – | 117 |
|
|
2019
Q4 | $292K | Hold |
1,337
| – | – | 0.07% | 105 |
|
|
2019
Q3 | $310K | Hold |
1,337
| – | – | 0.08% | 103 |
|
|
2019
Q2 | $278K | Hold |
1,337
| – | – | 0.07% | 114 |
|
|
2019
Q1 | $257K | Hold |
1,337
| – | – | 0.07% | 116 |
|
|
2018
Q4 | $230K | Sell |
1,337
-135
| -9% | -$23.2K | 0.08% | 118 |
|
|
2018
Q3 | $305K | Sell |
1,472
-21
| -1% | -$4.35K | 0.08% | 126 |
|
|
2018
Q2 | $291K | Buy |
1,493
+21
| +1% | +$4.09K | 0.09% | 130 |
|
|
2018
Q1 | $262K | Hold |
1,472
| – | – | 0.09% | 132 |
|
|
2017
Q4 | $279K | Sell |
1,472
-25
| -2% | -$4.74K | 0.09% | 130 |
|
|
2017
Q3 | $245K | Buy |
1,497
+160
| +12% | +$26.2K | 0.08% | 131 |
|
|
2017
Q2 | $205K | Buy |
+1,337
| New | +$205K | 0.08% | 135 |
|