Heritage Wealth Management (California)’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 | $1.03M | Sell |
2,812
-60
| -2% | -$22K | 0.69% | 37 |
|
|
2025
Q1 | $1.05M | Buy |
2,872
+11
| +0.4% | +$4.03K | 0.79% | 33 |
|
|
2024
Q4 | $1.11M | Sell |
2,861
-148
| -5% | -$57.6K | 0.8% | 33 |
|
|
2024
Q3 | $1.22M | Sell |
3,009
-60
| -2% | -$24.3K | 0.86% | 21 |
|
|
2024
Q2 | $1.06M | Sell |
3,069
-13
| -0.4% | -$4.48K | 0.78% | 26 |
|
|
2024
Q1 | $1.18M | Buy |
3,082
+12
| +0.4% | +$4.6K | 0.89% | 21 |
|
|
2023
Q4 | $1.06M | Buy |
+3,070
| New | +$1.06M | 0.85% | 22 |
|