Goodwin Investment 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 | $217K | Hold |
591
| – | – | 0.25% | 26 |
|
|
2025
Q1 | $217K | Sell |
591
-373
| -39% | -$137K | 0.34% | 24 |
|
|
2024
Q4 | $375K | Sell |
964
-72
| -7% | -$28K | 0.2% | 29 |
|
|
2024
Q3 | $420K | Sell |
1,036
-134
| -11% | -$54.3K | 0.18% | 24 |
|
|
2024
Q2 | $403K | Sell |
1,170
-9
| -0.8% | -$3.1K | 0.18% | 23 |
|
|
2024
Q1 | $452K | Sell |
1,179
-1
| -0.1% | -$384 | 0.21% | 22 |
|
|
2023
Q4 | $409K | Sell |
1,180
-33
| -3% | -$11.4K | 0.21% | 26 |
|
|
2023
Q3 | $366K | Sell |
1,213
-66
| -5% | -$19.9K | 0.22% | 31 |
|
|
2023
Q2 | $397K | Buy |
+1,279
| New | +$397K | 0.23% | 31 |
|
|
2023
Q1 | – | Sell |
-737
| Closed | -$233K | – | 146 |
|
|
2022
Q4 | $233K | Hold |
737
| – | – | 0.17% | 42 |
|
|
2022
Q3 | $203K | Hold |
737
| – | – | 0.15% | 48 |
|
|
2022
Q2 | $202K | Sell |
737
-14
| -2% | -$3.84K | 0.16% | 40 |
|
|
2022
Q1 | $224K | Buy |
751
+22
| +3% | +$6.56K | 0.15% | 41 |
|
|
2021
Q4 | $302K | Buy |
729
+6
| +0.8% | +$2.49K | 0.23% | 34 |
|
|
2021
Q3 | $237K | Buy |
+723
| New | +$237K | 0.23% | 29 |
|
|
2021
Q2 | – | Sell |
-723
| Closed | -$221K | – | 135 |
|
|
2021
Q1 | $221K | Hold |
723
| – | – | 0.26% | 23 |
|
|
2020
Q4 | $192K | Buy |
+723
| New | +$192K | 0.23% | 27 |
|