Heritage Investment Group’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
$654K Hold
1,783
0.11% 55
2025
Q1
$653K Buy
1,783
+50
+3% +$18.3K 0.12% 51
2024
Q4
$674K Sell
1,733
-286
-14% -$111K 0.13% 48
2024
Q3
$818K Hold
2,019
0.16% 43
2024
Q2
$695K Hold
2,019
0.14% 42
2024
Q1
$775K Hold
2,019
0.16% 41
2023
Q4
$700K Hold
2,019
0.16% 38
2023
Q3
$610K Sell
2,019
-199
-9% -$60.1K 0.17% 42
2023
Q2
$689K Buy
2,218
+200
+10% +$62.1K 0.19% 38
2023
Q1
$596K Sell
2,018
-4
-0.2% -$1.18K 0.18% 34
2022
Q4
$639K Sell
2,022
-98
-5% -$31K 0.2% 33
2022
Q3
$585K Hold
2,120
0.36% 32
2022
Q2
$581K Hold
2,120
0.33% 35
2022
Q1
$635K Buy
2,120
+5
+0.2% +$1.5K 0.46% 30
2021
Q4
$878K Buy
+2,115
New +$878K 0.69% 23