GA
Geller Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.79M | Buy |
9,742
+20
| +0.2% | +$7.78K | 0.25% | 27 |
|
|
2024
Q3 | $3.94M | Sell |
9,722
-38
| -0.4% | -$15.4K | 0.27% | 26 |
|
|
2024
Q2 | $3.36M | Sell |
9,760
-17
| -0.2% | -$5.85K | 0.25% | 28 |
|
|
2024
Q1 | $3.75M | Buy |
9,777
+346
| +4% | +$133K | 0.3% | 23 |
|
|
2023
Q4 | $3.27M | Buy |
9,431
+4,969
| +111% | +$1.72M | 0.32% | 22 |
|
|
2023
Q3 | $1.35M | Sell |
4,462
-239
| -5% | -$72.2K | 0.16% | 34 |
|
|
2023
Q2 | $1.46M | Buy |
4,701
+1,427
| +44% | +$443K | 0.18% | 33 |
|
|
2023
Q1 | $966K | Buy |
3,274
+600
| +22% | +$177K | 0.14% | 31 |
|
|
2022
Q4 | $845K | Buy |
2,674
+118
| +5% | +$37.3K | 0.14% | 33 |
|
|
2022
Q3 | $705K | Sell |
2,556
-1,431
| -36% | -$395K | 0.15% | 32 |
|
|
2022
Q2 | $1.09M | Buy |
3,987
+649
| +19% | +$178K | 0.23% | 22 |
|
|
2022
Q1 | $999K | Buy |
3,338
+1,998
| +149% | +$598K | 0.19% | 31 |
|
|
2021
Q4 | $556K | Sell |
1,340
-11
| -0.8% | -$4.56K | 0.11% | 56 |
|
|
2021
Q3 | $443K | Buy |
1,351
+1
| +0.1% | +$328 | 0.1% | 62 |
|
|
2021
Q2 | $431K | Sell |
1,350
-4
| -0.3% | -$1.28K | 0.09% | 59 |
|
|
2021
Q1 | $413K | Buy |
1,354
+196
| +17% | +$59.8K | 0.1% | 58 |
|
|
2020
Q4 | $350K | Hold |
1,158
| – | – | 0.09% | 63 |
|
|
2020
Q3 | $322K | Buy |
1,158
+55
| +5% | +$15.3K | 0.09% | 53 |
|
|
2020
Q2 | $276K | Buy |
+1,103
| New | +$276K | 0.08% | 62 |
|
|
2019
Q4 | – | Sell |
-896
| Closed | -$208K | – | 68 |
|
|
2019
Q3 | $208K | Buy |
+896
| New | +$208K | 0.08% | 65 |
|
|
2016
Q1 | – | Sell |
-2,993
| Closed | -$396K | – | 28 |
|
|
2015
Q4 | $396K | Buy |
+2,993
| New | +$396K | 0.24% | 20 |
|