GGM 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
Q1 | – | Sell |
-527
| Closed | -$205K | – | 140 |
|
2024
Q4 | $205K | Buy |
+527
| New | +$205K | 0.11% | 132 |
|
2024
Q2 | – | Sell |
-1,125
| Closed | -$407K | – | 138 |
|
2024
Q1 | $407K | Sell |
1,125
-406
| -27% | -$147K | 0.19% | 84 |
|
2023
Q4 | $544K | Buy |
1,531
+489
| +47% | +$174K | 0.23% | 79 |
|
2023
Q3 | $315K | Hold |
1,042
| – | – | 0.14% | 102 |
|
2023
Q2 | $327K | Buy |
+1,042
| New | +$327K | 0.13% | 103 |
|
2023
Q1 | – | Sell |
-1,042
| Closed | -$331K | – | 90 |
|
2022
Q4 | $331K | Sell |
1,042
-834
| -44% | -$265K | 0.17% | 92 |
|
2022
Q3 | $544K | Hold |
1,876
| – | – | 0.29% | 67 |
|
2022
Q2 | $534K | Hold |
1,876
| – | – | 0.3% | 67 |
|
2022
Q1 | $577K | Buy |
1,876
+800
| +74% | +$246K | 0.29% | 69 |
|
2021
Q4 | $416K | Hold |
1,076
| – | – | 0.33% | 62 |
|
2021
Q3 | $399K | Buy |
1,076
+138
| +15% | +$51.2K | 0.32% | 58 |
|
2021
Q2 | $301K | Hold |
938
| – | – | 0.26% | 68 |
|
2021
Q1 | $303K | Sell |
938
-35
| -4% | -$11.3K | 0.24% | 68 |
|
2020
Q4 | $266K | Buy |
+973
| New | +$266K | 0.26% | 58 |
|