Heritage Wealth Management (Arizona)’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.75M | Sell |
5,097
-244
| -5% | -$84K | 0.97% | 23 |
|
|
2024
Q1 | $2.05M | Buy |
5,341
+2,314
| +76% | +$888K | 1.04% | 20 |
|
|
2023
Q4 | $1.05M | Buy |
+3,027
| New | +$1.05M | 0.57% | 39 |
|
|
2022
Q4 | $3.51M | Buy |
11,114
+5,933
| +115% | +$1.87M | 0.5% | 39 |
|
|
2022
Q3 | $1.43M | Buy |
5,181
+211
| +4% | +$58.2K | 0.46% | 44 |
|
|
2022
Q2 | $1.36M | Sell |
4,970
-88
| -2% | -$24.1K | 0.45% | 45 |
|
|
2022
Q1 | $1.51M | Buy |
+5,058
| New | +$1.51M | 0.41% | 49 |
|
|
2021
Q3 | $1.28M | Buy |
3,895
+481
| +14% | +$158K | 0.45% | 44 |
|
|
2021
Q2 | $1.09M | Sell |
3,414
-45
| -1% | -$14.4K | 0.41% | 53 |
|
|
2021
Q1 | $1.06M | Buy |
+3,459
| New | +$1.06M | 0.59% | 41 |
|