Heritage Wealth Advisors’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 | $34.4M | Buy |
93,760
+905
| +1% | +$332K | 1.63% | 23 |
|
|
2025
Q1 | $34M | Buy |
92,855
+2,937
| +3% | +$1.08M | 1.72% | 24 |
|
|
2024
Q4 | $35M | Sell |
89,918
-3,936
| -4% | -$1.53M | 1.73% | 23 |
|
|
2024
Q3 | $38M | Buy |
93,854
+2,056
| +2% | +$833K | 1.78% | 23 |
|
|
2024
Q2 | $31.6M | Buy |
91,798
+4,324
| +5% | +$1.49M | 1.43% | 26 |
|
|
2024
Q1 | $33.6M | Buy |
87,474
+3,541
| +4% | +$1.36M | 1.53% | 26 |
|
|
2023
Q4 | $29.1M | Sell |
83,933
-3,859
| -4% | -$1.34M | 1.45% | 26 |
|
|
2023
Q3 | $26.5M | Buy |
87,792
+804
| +0.9% | +$243K | 1.45% | 26 |
|
|
2023
Q2 | $27M | Buy |
86,988
+2,471
| +3% | +$768K | 1.43% | 26 |
|
|
2023
Q1 | $24.9M | Buy |
84,517
+4,404
| +5% | +$1.3M | 1.39% | 26 |
|
|
2022
Q4 | $25.3M | Buy |
80,113
+2,795
| +4% | +$883K | 1.47% | 23 |
|
|
2022
Q3 | $21.3M | Buy |
77,318
+4,800
| +7% | +$1.32M | 1.55% | 26 |
|
|
2022
Q2 | $19.9M | Buy |
72,518
+17,349
| +31% | +$4.76M | 1.38% | 26 |
|
|
2022
Q1 | $16.5M | Buy |
55,169
+4,775
| +9% | +$1.43M | 0.91% | 30 |
|
|
2021
Q4 | $20.9M | Sell |
50,394
-8,669
| -15% | -$3.6M | 1.15% | 20 |
|
|
2021
Q3 | $19.4M | Buy |
59,063
+3,053
| +5% | +$1M | 1.19% | 16 |
|
|
2021
Q2 | $17.9M | Buy |
56,010
+6,736
| +14% | +$2.15M | 1.1% | 21 |
|
|
2021
Q1 | $15M | Buy |
49,274
+10,217
| +26% | +$3.12M | 0.91% | 20 |
|
|
2020
Q4 | $10.4M | Buy |
39,057
+6,200
| +19% | +$1.65M | 0.65% | 28 |
|
|
2020
Q3 | $9.12M | Buy |
32,857
+119
| +0.4% | +$33K | 1.18% | 24 |
|
|
2020
Q2 | $8.2M | Buy |
32,738
+10,000
| +44% | +$2.51M | 1.15% | 25 |
|
|
2020
Q1 | $4.25M | Buy |
22,738
+16,054
| +240% | +$3M | 0.76% | 26 |
|
|
2019
Q4 | $1.46M | Buy |
6,684
+596
| +10% | +$130K | 0.19% | 50 |
|
|
2019
Q3 | $1.41M | Buy |
6,088
+1,575
| +35% | +$365K | 0.21% | 48 |
|
|
2019
Q2 | $939K | Buy |
4,513
+1,779
| +65% | +$370K | 0.14% | 67 |
|
|
2019
Q1 | $525K | Buy |
2,734
+148
| +6% | +$28.4K | 0.09% | 77 |
|
|
2018
Q4 | $444K | Sell |
2,586
-19
| -0.7% | -$3.26K | 0.09% | 82 |
|
|
2018
Q3 | $539K | Buy |
2,605
+150
| +6% | +$31K | 0.11% | 76 |
|
|
2018
Q2 | $479K | Buy |
2,455
+200
| +9% | +$39K | 0.18% | 74 |
|
|
2018
Q1 | $401K | Sell |
2,255
-116
| -5% | -$20.6K | 0.17% | 80 |
|
|
2017
Q4 | $451K | Buy |
2,371
+24
| +1% | +$4.57K | 0.19% | 75 |
|
|
2017
Q3 | $383K | Buy |
2,347
+650
| +38% | +$106K | 0.19% | 77 |
|
|
2017
Q2 | $260K | Hold |
1,697
| – | – | 0.13% | 86 |
|
|
2017
Q1 | $248K | Hold |
1,697
| – | – | 0.13% | 86 |
|
|
2016
Q4 | $229K | Sell |
1,697
-167
| -9% | -$22.5K | 0.15% | 76 |
|
|
2016
Q3 | $240K | Buy |
1,864
+284
| +18% | +$36.6K | 0.17% | 77 |
|
|
2016
Q2 | $202K | Buy |
+1,580
| New | +$202K | 0.14% | 94 |
|