Heritage Financial Services’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 | $569K | Buy |
1,553
+116
| +8% | +$42.5K | 0.05% | 63 |
|
|
2025
Q1 | $526K | Sell |
1,437
-129
| -8% | -$47.3K | 0.05% | 63 |
|
|
2024
Q4 | $609K | Buy |
1,566
+115
| +8% | +$44.7K | 0.08% | 58 |
|
|
2024
Q3 | $588K | Sell |
1,451
-87
| -6% | -$35.3K | 0.08% | 55 |
|
|
2024
Q2 | $529K | Sell |
1,538
-27
| -2% | -$9.29K | 0.08% | 56 |
|
|
2024
Q1 | $600K | Buy |
1,565
+88
| +6% | +$33.8K | 0.09% | 53 |
|
|
2023
Q4 | $512K | Buy |
1,477
+50
| +4% | +$17.3K | 0.09% | 58 |
|
|
2023
Q3 | $431K | Buy |
1,427
+45
| +3% | +$13.6K | 0.08% | 53 |
|
|
2023
Q2 | $429K | Sell |
1,382
-159
| -10% | -$49.4K | 0.09% | 53 |
|
|
2023
Q1 | $455K | Buy |
1,541
+306
| +25% | +$90.3K | 0.1% | 47 |
|
|
2022
Q4 | $390K | Buy |
1,235
+165
| +15% | +$52.1K | 0.1% | 54 |
|
|
2022
Q3 | $295K | Buy |
1,070
+21
| +2% | +$5.79K | 0.18% | 48 |
|
|
2022
Q2 | $287K | Sell |
1,049
-32
| -3% | -$8.76K | 0.16% | 51 |
|
|
2022
Q1 | $323K | Sell |
1,081
-22
| -2% | -$6.57K | 0.21% | 57 |
|
|
2021
Q4 | $457K | Buy |
+1,103
| New | +$457K | 0.36% | 38 |
|