GWS
Glassman Wealth Services’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,986
| Closed | -$2.42M | – | 888 |
|
|
2023
Q4 | $2.42M | Sell |
6,986
-38
| -0.5% | -$13.2K | 0.34% | 25 |
|
|
2023
Q3 | $2.12M | Sell |
7,024
-1
| -0% | -$302 | 0.34% | 28 |
|
|
2023
Q2 | $2.18M | Buy |
7,025
+2
| +0% | +$621 | 0.35% | 26 |
|
|
2023
Q1 | $2.07M | Sell |
7,023
-118
| -2% | -$34.8K | 0.36% | 23 |
|
|
2022
Q4 | $2.26M | Buy |
7,141
+144
| +2% | +$45.5K | 0.42% | 22 |
|
|
2022
Q3 | $1.93M | Sell |
6,997
-75
| -1% | -$20.7K | 0.41% | 23 |
|
|
2022
Q2 | $1.94M | Buy |
7,072
+435
| +7% | +$119K | 0.4% | 25 |
|
|
2022
Q1 | $1.99M | Buy |
6,637
+508
| +8% | +$152K | 0.36% | 26 |
|
|
2021
Q4 | $2.54M | Buy |
6,129
+2,695
| +78% | +$1.12M | 0.47% | 24 |
|
|
2021
Q3 | $1.13M | Buy |
3,434
+169
| +5% | +$55.5K | 0.24% | 38 |
|
|
2021
Q2 | $1.04M | Buy |
3,265
+200
| +7% | +$63.8K | 0.22% | 41 |
|
|
2021
Q1 | $935K | Sell |
3,065
-104
| -3% | -$31.7K | 0.2% | 48 |
|
|
2020
Q4 | $842K | Buy |
3,169
+138
| +5% | +$36.7K | 0.19% | 50 |
|
|
2020
Q3 | $842K | Sell |
3,031
-36
| -1% | -$10K | 0.23% | 43 |
|
|
2020
Q2 | $768K | Buy |
3,067
+96
| +3% | +$24K | 0.24% | 43 |
|
|
2020
Q1 | $555K | Buy |
2,971
+314
| +12% | +$58.7K | 0.21% | 50 |
|
|
2019
Q4 | $580K | Sell |
2,657
-168
| -6% | -$36.7K | 0.22% | 61 |
|
|
2019
Q3 | $656K | Sell |
2,825
-5
| -0.2% | -$1.16K | 0.26% | 47 |
|
|
2019
Q2 | $588K | Sell |
2,830
-157
| -5% | -$32.6K | 0.24% | 51 |
|
|
2019
Q1 | $573K | Buy |
2,987
+346
| +13% | +$66.4K | 0.25% | 47 |
|
|
2018
Q4 | $454K | Buy |
2,641
+1,371
| +108% | +$236K | 0.24% | 55 |
|
|
2018
Q3 | $263K | Sell |
1,270
-8
| -0.6% | -$1.66K | 0.12% | 88 |
|
|
2018
Q2 | $249K | Buy |
1,278
+1
| +0.1% | +$195 | 0.12% | 77 |
|
|
2018
Q1 | $228K | Buy |
1,277
+68
| +6% | +$12.1K | 0.14% | 72 |
|
|
2017
Q4 | $229K | Buy |
1,209
+60
| +5% | +$11.4K | 0.14% | 69 |
|
|
2017
Q3 | $188K | Buy |
1,149
+65
| +6% | +$10.6K | 0.12% | 78 |
|
|
2017
Q2 | $166K | Buy |
1,084
+300
| +38% | +$45.9K | 0.11% | 89 |
|
|
2017
Q1 | $115K | Sell |
784
-243
| -24% | -$35.6K | 0.08% | 106 |
|
|
2016
Q4 | $138K | Sell |
1,027
-92
| -8% | -$12.4K | 0.1% | 114 |
|
|
2016
Q3 | $144K | Buy |
1,119
+111
| +11% | +$14.3K | 0.12% | 83 |
|
|
2016
Q2 | $129K | Buy |
1,008
+75
| +8% | +$9.6K | 0.11% | 81 |
|
|
2016
Q1 | $124K | Buy |
933
+1
| +0.1% | +$133 | 0.11% | 95 |
|
|
2015
Q4 | $123K | Sell |
932
-200
| -18% | -$26.4K | 0.11% | 102 |
|
|
2015
Q3 | $131K | Buy |
1,132
+201
| +22% | +$23.3K | 0.12% | 93 |
|
|
2015
Q2 | $103K | Buy |
931
+150
| +19% | +$16.6K | 0.08% | 107 |
|
|
2015
Q1 | $89K | Buy |
781
+131
| +20% | +$14.9K | 0.07% | 114 |
|
|
2014
Q4 | $68K | Buy |
+650
| New | +$68K | 0.05% | 139 |
|