Heritage Wealth Management (Ohio)’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	$1.39M	Sell	3,784 -130	-3%	-$47.7K	0.45%	59
2025 Q1	$1.43M	Buy	3,914 +88	+2%	+$32.3K	0.49%	52
2024 Q4	$1.49M	Sell	3,826 -50	-1%	-$19.5K	0.49%	49
2024 Q3	$1.57M	Sell	3,876 -95	-2%	-$38.5K	0.51%	45
2024 Q2	$1.33M	Buy	+3,971	New	+$1.33M	0.45%	61