FWA
FSM Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
5,135
+899
| +21% | +$330K | 0.31% | 55 |
|
|
2025
Q1 | $1.55M | Sell |
4,236
-30
| -0.7% | -$11K | 0.35% | 44 |
|
|
2024
Q4 | $1.75M | Buy |
4,266
+166
| +4% | +$67.9K | 0.43% | 41 |
|
|
2024
Q3 | $1.66M | Buy |
4,100
+24
| +0.6% | +$9.73K | 0.44% | 37 |
|
|
2024
Q2 | $1.4M | Buy |
4,076
+30
| +0.7% | +$10.3K | 0.47% | 40 |
|
|
2024
Q1 | $1.55M | Sell |
4,046
-268
| -6% | -$103K | 0.55% | 36 |
|
|
2023
Q4 | $1.5M | Buy |
4,314
+315
| +8% | +$109K | 0.64% | 35 |
|
|
2023
Q3 | $1.21M | Sell |
3,999
-749
| -16% | -$226K | 0.61% | 39 |
|
|
2023
Q2 | $1.49M | Sell |
4,748
-39
| -0.8% | -$12.2K | 0.75% | 33 |
|
|
2023
Q1 | $1.41M | Buy |
4,787
+85
| +2% | +$25.1K | 0.82% | 33 |
|
|
2022
Q4 | $1.49M | Sell |
4,702
-107
| -2% | -$33.8K | 1.06% | 27 |
|
|
2022
Q3 | $1.33M | Buy |
4,809
+823
| +21% | +$227K | 1.1% | 27 |
|
|
2022
Q2 | $1.24M | Buy |
+3,986
| New | +$1.24M | 1.23% | 29 |
|