HWA
Heartwood Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Buy |
2,696
+200
| +8% | +$73.3K | 0.1% | 81 |
|
|
2025
Q1 | $915K | Sell |
2,496
-61
| -2% | -$22.4K | 0.1% | 76 |
|
|
2024
Q4 | $995K | Buy |
2,557
+20
| +0.8% | +$7.78K | 0.11% | 68 |
|
|
2024
Q3 | $1.03M | Sell |
2,537
-15
| -0.6% | -$6.08K | 0.11% | 66 |
|
|
2024
Q2 | $879K | Sell |
2,552
-16
| -0.6% | -$5.51K | 0.11% | 73 |
|
|
2024
Q1 | $985K | Hold |
2,568
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $890K | Hold |
2,568
| – | – | 0.12% | 55 |
|
|
2023
Q3 | $776K | Buy |
2,568
+500
| +24% | +$151K | 0.11% | 60 |
|
|
2023
Q2 | $642K | Buy |
2,068
+437
| +27% | +$136K | 0.09% | 73 |
|
|
2023
Q1 | $481K | Buy |
1,631
+61
| +4% | +$18K | 0.07% | 82 |
|
|
2022
Q4 | $496K | Sell |
1,570
-12
| -0.8% | -$3.79K | 0.08% | 80 |
|
|
2022
Q3 | $437K | Buy |
1,582
+63
| +4% | +$17.4K | 0.08% | 74 |
|
|
2022
Q2 | $417K | Sell |
1,519
-54
| -3% | -$14.8K | 0.07% | 77 |
|
|
2022
Q1 | $471K | Buy |
+1,573
| New | +$471K | 0.07% | 76 |
|