Heritage Family Offices’s Home Depot HD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$928K	Hold	2,591	–	–	0.47%	51
2025 Q1	$950K	Sell	2,591 -2,767	-52%	-$1.01M	0.49%	49
2024 Q4	$2.08M	Buy	5,358 +269	+5%	+$105K	1.04%	21
2024 Q3	$2.06M	Sell	5,089 -8	-0.2%	-$3.24K	1.06%	20
2024 Q2	$1.75M	Buy	+5,097	New	+$1.75M	0.97%	23