Heritage Financial Services’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 | $708K | Buy |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $512K | Buy |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $457K | Buy |
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