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Gratus Wealth Advisors’s Home Depot HD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$830K Sell
2,264
-68
-3% -$24.9K 0.13% 66
2025
Q1
$855K Sell
2,332
-80
-3% -$29.3K 0.14% 66
2024
Q4
$938K Hold
2,412
0.15% 65
2024
Q3
$984K Sell
2,412
-20
-0.8% -$8.16K 0.16% 60
2024
Q2
$884K Sell
2,432
-141
-5% -$51.2K 0.15% 65
2024
Q1
$857K Hold
2,573
0.16% 65
2023
Q4
$892K Buy
+2,573
New +$892K 0.18% 58