Heartwood Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Hold |
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|
2025
Q2 | $988K | Buy |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $985K | Hold |
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|
2023
Q4 | $890K | Hold |
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|
2023
Q3 | $776K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $471K | Buy |
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