Glass Jacobson Investment 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 | $73.4K | Sell |
200
-241
| -55% | -$88.5K | 0.03% | 255 |
|
|
2025
Q1 | $172K | Hold |
441
| – | – | 0.06% | 248 |
|
|
2024
Q4 | $172K | Sell |
441
-154
| -26% | -$59.9K | 0.06% | 248 |
|
|
2024
Q3 | $241K | Hold |
595
| – | – | 0.08% | 210 |
|
|
2024
Q2 | $205K | Hold |
595
| – | – | 0.07% | 210 |
|
|
2024
Q1 | $228K | Buy |
595
+50
| +9% | +$19.2K | 0.09% | 201 |
|
|
2023
Q4 | $189K | Sell |
545
-523
| -49% | -$181K | 0.08% | 211 |
|
|
2023
Q3 | $323K | Sell |
1,068
-26
| -2% | -$7.86K | 0.15% | 155 |
|
|
2023
Q2 | $340K | Buy |
+1,094
| New | +$340K | 0.16% | 156 |
|
|
2022
Q4 | $469K | Buy |
+1,485
| New | +$469K | 0.23% | 121 |
|