Geneos Wealth Management’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 | $15.7M | Sell |
42,702
-23,717
| -36% | -$8.7M | 0.38% | 59 |
|
|
2025
Q1 | $24.3M | Buy |
66,419
+44,429
| +202% | +$16.3M | 0.35% | 68 |
|
|
2024
Q4 | $8.55M | Buy |
21,990
+164
| +0.8% | +$63.8K | 0.3% | 72 |
|
|
2024
Q3 | $8.84M | Buy |
21,826
+4,357
| +25% | +$1.77M | 0.34% | 66 |
|
|
2024
Q2 | $6.01M | Buy |
17,469
+532
| +3% | +$183K | 0.27% | 83 |
|
|
2024
Q1 | $6.5M | Buy |
16,937
+266
| +2% | +$102K | 0.3% | 76 |
|
|
2023
Q4 | $5.78M | Sell |
16,671
-620
| -4% | -$215K | 0.29% | 84 |
|
|
2023
Q3 | $5.22M | Buy |
17,291
+167
| +1% | +$50.5K | 0.27% | 96 |
|
|
2023
Q2 | $5.32M | Buy |
17,124
+1,002
| +6% | +$311K | 0.28% | 88 |
|
|
2023
Q1 | $4.76M | Sell |
16,122
-2,488
| -13% | -$734K | 0.29% | 85 |
|
|
2022
Q4 | $5.88M | Buy |
18,610
+1,180
| +7% | +$373K | 0.36% | 69 |
|
|
2022
Q3 | $4.81M | Sell |
17,430
-7,317
| -30% | -$2.02M | 0.33% | 73 |
|
|
2022
Q2 | $6.91M | Sell |
24,747
-2,375
| -9% | -$663K | 0.34% | 60 |
|
|
2022
Q1 | $8.12M | Sell |
27,122
-5,484
| -17% | -$1.64M | 0.35% | 56 |
|
|
2021
Q4 | $13.5M | Sell |
32,606
-1,023
| -3% | -$425K | 0.52% | 39 |
|
|
2021
Q3 | $11.1M | Buy |
33,629
+855
| +3% | +$282K | 0.43% | 46 |
|
|
2021
Q2 | $10.6M | Sell |
32,774
-5,448
| -14% | -$1.76M | 0.41% | 47 |
|
|
2021
Q1 | $12.4M | Sell |
38,222
-1,077
| -3% | -$349K | 0.35% | 70 |
|
|
2020
Q4 | $10.3M | Buy |
39,299
+9,326
| +31% | +$2.45M | 0.41% | 51 |
|
|
2020
Q3 | $8.05M | Buy |
29,973
+359
| +1% | +$96.5K | 0.42% | 50 |
|
|
2020
Q2 | $7.14M | Buy |
29,614
+2,123
| +8% | +$512K | 0.4% | 54 |
|
|
2020
Q1 | $5.24M | Buy |
27,491
+527
| +2% | +$100K | 0.35% | 64 |
|
|
2019
Q4 | $5.93M | Buy |
26,964
+1,033
| +4% | +$227K | 0.32% | 86 |
|
|
2019
Q3 | $5.96M | Buy |
25,931
+5,118
| +25% | +$1.18M | 0.36% | 69 |
|
|
2019
Q2 | $4.62M | Sell |
20,813
-224
| -1% | -$49.7K | 0.29% | 94 |
|
|
2019
Q1 | $4.04M | Buy |
21,037
+178
| +0.9% | +$34.2K | 0.27% | 99 |
|
|
2018
Q4 | $3.55M | Sell |
20,859
-1,074
| -5% | -$183K | 0.26% | 103 |
|
|
2018
Q3 | $4.54M | Sell |
21,933
-1,389
| -6% | -$288K | 0.3% | 89 |
|
|
2018
Q2 | $4.55M | Sell |
23,322
-1,672
| -7% | -$326K | 0.35% | 78 |
|
|
2018
Q1 | $4.45M | Sell |
24,994
-1,881
| -7% | -$335K | 0.39% | 70 |
|
|
2017
Q4 | $5.09M | Buy |
26,875
+440
| +2% | +$83.4K | 0.46% | 56 |
|
|
2017
Q3 | $4.32M | Buy |
26,435
+1,169
| +5% | +$191K | 0.43% | 61 |
|
|
2017
Q2 | $3.88M | Buy |
25,266
+108
| +0.4% | +$16.6K | 0.4% | 71 |
|
|
2017
Q1 | $3.69M | Sell |
25,158
-1,305
| -5% | -$192K | 0.38% | 65 |
|
|
2016
Q4 | $3.55M | Buy |
26,463
+75
| +0.3% | +$10.1K | 0.47% | 49 |
|
|
2016
Q3 | $3.4M | Sell |
26,388
-1,844
| -7% | -$237K | 0.46% | 52 |
|
|
2016
Q2 | $3.66M | Sell |
28,232
-32
| -0.1% | -$4.15K | 0.53% | 39 |
|
|
2016
Q1 | $3.81M | Buy |
+28,264
| New | +$3.81M | 0.58% | 34 |
|