Great Point Wealth 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
Q1 | $387K | Sell |
1,055
-65
| -6% | -$23.8K | 0.08% | 46 |
|
|
2024
Q4 | $436K | Hold |
1,120
| – | – | 0.1% | 46 |
|
|
2024
Q3 | $454K | Buy |
1,120
+65
| +6% | +$26.3K | 0.1% | 46 |
|
|
2024
Q2 | $363K | Hold |
1,055
| – | – | 0.08% | 47 |
|
|
2024
Q1 | $405K | Sell |
1,055
-42
| -4% | -$16.1K | 0.09% | 45 |
|
|
2023
Q4 | $380K | Sell |
1,097
-2,896
| -73% | -$1M | 0.1% | 52 |
|
|
2023
Q3 | $1.21M | Sell |
3,993
-4
| -0.1% | -$1.21K | 0.36% | 42 |
|
|
2023
Q2 | $1.24M | Buy |
3,997
+34
| +0.9% | +$10.6K | 0.37% | 41 |
|
|
2023
Q1 | $1.17M | Sell |
3,963
-427
| -10% | -$126K | 0.37% | 41 |
|
|
2022
Q4 | $1.39M | Buy |
4,390
+8
| +0.2% | +$2.53K | 0.47% | 39 |
|
|
2022
Q3 | $1.21M | Hold |
4,382
| – | – | 0.45% | 39 |
|
|
2022
Q2 | $1.2M | Hold |
4,382
| – | – | 0.43% | 38 |
|
|
2022
Q1 | $1.31M | Buy |
4,382
+3,100
| +242% | +$928K | 0.41% | 29 |
|
|
2021
Q4 | $532K | Hold |
1,282
| – | – | 0.16% | 35 |
|
|
2021
Q3 | $421K | Hold |
1,282
| – | – | 0.14% | 37 |
|
|
2021
Q2 | $409K | Hold |
1,282
| – | – | 0.14% | 39 |
|
|
2021
Q1 | $391K | Sell |
1,282
-337
| -21% | -$103K | 0.15% | 38 |
|
|
2020
Q4 | $430K | Buy |
1,619
+97
| +6% | +$25.8K | 0.18% | 36 |
|
|
2020
Q3 | $381K | Hold |
1,522
| – | – | 0.2% | 34 |
|
|
2020
Q2 | $381K | Sell |
1,522
-27
| -2% | -$6.76K | 0.2% | 34 |
|
|
2020
Q1 | $289K | Buy |
1,549
+27
| +2% | +$5.04K | 0.24% | 34 |
|
|
2019
Q4 | $332K | Sell |
1,522
-237
| -13% | -$51.7K | 0.21% | 35 |
|
|
2019
Q3 | $408K | Sell |
1,759
-175
| -9% | -$40.6K | 0.28% | 31 |
|
|
2019
Q2 | $402K | Buy |
1,934
+125
| +7% | +$26K | 0.32% | 32 |
|
|
2019
Q1 | $347K | Hold |
1,809
| – | – | 0.29% | 32 |
|
|
2018
Q4 | $310K | Buy |
+1,809
| New | +$310K | 0.29% | 33 |
|