HWA
HCR Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
8,653
-256
| -3% | -$93.9K | 0.37% | 46 |
|
|
2025
Q1 | $3.27M | Sell |
8,909
-210
| -2% | -$77K | 0.43% | 41 |
|
|
2024
Q4 | $3.55M | Buy |
9,119
+93
| +1% | +$36.2K | 0.44% | 36 |
|
|
2024
Q3 | $3.66M | Buy |
9,026
+536
| +6% | +$217K | 0.48% | 37 |
|
|
2024
Q2 | $2.92M | Buy |
8,490
+175
| +2% | +$60.2K | 0.42% | 39 |
|
|
2024
Q1 | $3.19M | Buy |
8,315
+670
| +9% | +$257K | 0.48% | 36 |
|
|
2023
Q4 | $2.65M | Buy |
7,645
+791
| +12% | +$274K | 0.42% | 41 |
|
|
2023
Q3 | $2.07M | Buy |
6,854
+68
| +1% | +$20.5K | 0.45% | 39 |
|
|
2023
Q2 | $2.11M | Buy |
6,786
+3
| +0% | +$932 | 0.39% | 48 |
|
|
2023
Q1 | $2M | Sell |
6,783
-34
| -0.5% | -$10K | 0.4% | 54 |
|
|
2022
Q4 | $2.15M | Buy |
6,817
+160
| +2% | +$50.5K | 0.45% | 46 |
|
|
2022
Q3 | $1.84M | Sell |
6,657
-117
| -2% | -$32.3K | 0.39% | 55 |
|
|
2022
Q2 | $1.86M | Sell |
6,774
-78
| -1% | -$21.4K | 0.37% | 60 |
|
|
2022
Q1 | $2.05M | Buy |
6,852
+134
| +2% | +$40.1K | 0.34% | 63 |
|
|
2021
Q4 | $2.79M | Buy |
6,718
+2
| +0% | +$830 | 0.43% | 52 |
|
|
2021
Q3 | $2.21M | Sell |
6,716
-6
| -0.1% | -$1.97K | 0.37% | 65 |
|
|
2021
Q2 | $2.14M | Buy |
6,722
+71
| +1% | +$22.6K | 0.37% | 60 |
|
|
2021
Q1 | $2.03M | Sell |
6,651
-2,101
| -24% | -$641K | 0.4% | 55 |
|
|
2020
Q4 | $2.33M | Buy |
8,752
+10
| +0.1% | +$2.66K | 0.49% | 37 |
|
|
2020
Q3 | $2.43M | Buy |
8,742
+69
| +0.8% | +$19.2K | 0.55% | 32 |
|
|
2020
Q2 | $2.15M | Buy |
8,673
+75
| +0.9% | +$18.6K | 0.51% | 29 |
|
|
2020
Q1 | $1.61M | Buy |
8,598
+144
| +2% | +$26.9K | 0.46% | 39 |
|
|
2019
Q4 | $1.85M | Buy |
8,454
+1,264
| +18% | +$276K | 0.45% | 41 |
|
|
2019
Q3 | $1.67M | Sell |
7,190
-563
| -7% | -$131K | 0.55% | 41 |
|
|
2019
Q2 | $1.61M | Sell |
7,753
-1,500
| -16% | -$312K | 0.46% | 42 |
|
|
2019
Q1 | $1.49M | Buy |
9,253
+959
| +12% | +$154K | 0.43% | 47 |
|
|
2018
Q4 | $1.43M | Sell |
8,294
-374
| -4% | -$64.3K | 0.46% | 48 |
|
|
2018
Q3 | $1.56M | Buy |
8,668
+1,001
| +13% | +$180K | 0.51% | 49 |
|
|
2018
Q2 | $1.5M | Buy |
7,667
+61
| +0.8% | +$11.9K | 0.49% | 48 |
|
|
2018
Q1 | $1.36M | Buy |
7,606
+30
| +0.4% | +$5.35K | 0.47% | 51 |
|
|
2017
Q4 | $1.44M | Buy |
7,576
+1
| +0% | +$190 | 0.5% | 46 |
|
|
2017
Q3 | $1.24M | Sell |
7,575
-99
| -1% | -$16.2K | 0.52% | 47 |
|
|
2017
Q2 | $1.18M | Buy |
7,674
+81
| +1% | +$12.4K | 0.58% | 41 |
|
|
2017
Q1 | $1.12M | Buy |
7,593
+20
| +0.3% | +$2.94K | 0.57% | 40 |
|
|
2016
Q4 | $1.02M | Buy |
+7,573
| New | +$1.02M | 0.54% | 41 |
|