GoalVest Advisory’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 | $235K | Buy |
640
+210
| +49% | +$77K | 0.06% | 116 |
|
|
2025
Q1 | $158K | Buy |
430
+136
| +46% | +$49.8K | 0.04% | 130 |
|
|
2024
Q4 | $114K | Sell |
294
-31
| -10% | -$12.1K | 0.03% | 143 |
|
|
2024
Q3 | $132K | Buy |
325
+95
| +41% | +$38.5K | 0.04% | 128 |
|
|
2024
Q2 | $79.2K | Sell |
230
-210
| -48% | -$72.3K | 0.03% | 148 |
|
|
2024
Q1 | $169K | Buy |
440
+52
| +13% | +$19.9K | 0.06% | 116 |
|
|
2023
Q4 | $134K | Buy |
388
+77
| +25% | +$26.7K | 0.06% | 84 |
|
|
2023
Q3 | $94K | Buy |
311
+73
| +31% | +$22.1K | 0.05% | 107 |
|
|
2023
Q2 | $73.9K | Sell |
238
-100
| -30% | -$31.1K | 0.04% | 117 |
|
|
2023
Q1 | $99.8K | Sell |
338
-59
| -15% | -$17.4K | 0.06% | 84 |
|
|
2022
Q4 | $125K | Buy |
397
+18
| +5% | +$5.69K | 0.08% | 84 |
|
|
2022
Q3 | $105K | Sell |
379
-1,243
| -77% | -$344K | 0.07% | 87 |
|
|
2022
Q2 | $460K | Buy |
1,622
+454
| +39% | +$129K | 0.29% | 96 |
|
|
2022
Q1 | $350K | Buy |
+1,168
| New | +$350K | 0.2% | 98 |
|
|
2021
Q2 | $362K | Buy |
1,134
+53
| +5% | +$16.9K | 0.22% | 99 |
|
|
2021
Q1 | $330K | Sell |
1,081
-771
| -42% | -$235K | 0.25% | 97 |
|
|
2020
Q4 | $492K | Buy |
+1,852
| New | +$492K | 0.41% | 73 |
|