Heritage Wealth Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $267K | Buy |
728
+3
| +0.4% | +$1.1K | 0.41% | 49 |
|
|
2024
Q4 | $282K | Buy |
725
+29
| +4% | +$11.3K | 0.35% | 50 |
|
|
2024
Q3 | $282K | Sell |
696
-284
| -29% | -$115K | 0.33% | 51 |
|
|
2024
Q2 | $337K | Buy |
980
+399
| +69% | +$137K | 0.49% | 41 |
|
|
2024
Q1 | $201K | Hold |
581
| – | – | 0.41% | 43 |
|
|
2023
Q4 | $201K | Buy |
+581
| New | +$201K | 0.41% | 43 |
|