Heron Financial Group’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $840K | Buy |
2,705
+40
| +2% | +$12.4K | 0.45% | 48 |
|
2023
Q1 | $786K | Buy |
2,665
+12
| +0.5% | +$3.54K | 0.43% | 52 |
|
2022
Q4 | $837K | Buy |
2,653
+35
| +1% | +$11K | 0.56% | 40 |
|
2022
Q3 | $722K | Sell |
2,618
-44
| -2% | -$12.1K | 0.45% | 49 |
|
2022
Q2 | $730K | Sell |
2,662
-1,462
| -35% | -$401K | 0.44% | 50 |
|
2022
Q1 | $1.23M | Sell |
4,124
-80
| -2% | -$23.9K | 0.64% | 35 |
|
2021
Q4 | $1.55M | Sell |
4,204
-3
| -0.1% | -$1.11K | 0.83% | 27 |
|
2021
Q3 | $1.38M | Buy |
4,207
+132
| +3% | +$43.3K | 0.77% | 30 |
|
2021
Q2 | $1.3M | Buy |
4,075
+364
| +10% | +$116K | 0.74% | 31 |
|
2021
Q1 | $1.14M | Buy |
3,711
+170
| +5% | +$52.3K | 0.69% | 33 |
|
2020
Q4 | $943K | Buy |
3,541
+103
| +3% | +$27.4K | 0.65% | 36 |
|
2020
Q3 | $970K | Buy |
3,438
+331
| +11% | +$93.4K | 0.78% | 32 |
|
2020
Q2 | $777K | Sell |
3,107
-223
| -7% | -$55.8K | 0.7% | 36 |
|
2020
Q1 | $690K | Buy |
3,330
+31
| +0.9% | +$6.42K | 0.71% | 37 |
|
2019
Q4 | $797K | Buy |
+3,299
| New | +$797K | 0.66% | 39 |
|