Holistic Financial 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
Q2 | $415K | Buy |
1,131
+121
| +12% | +$44.4K | 0.18% | 65 |
|
|
2025
Q1 | $370K | Sell |
1,010
-317
| -24% | -$116K | 0.18% | 70 |
|
|
2024
Q4 | $516K | Buy |
1,327
+53
| +4% | +$20.6K | 0.26% | 51 |
|
|
2024
Q3 | $516K | Buy |
1,274
+125
| +11% | +$50.6K | 0.25% | 50 |
|
|
2024
Q2 | $395K | Sell |
1,149
-84
| -7% | -$28.9K | 0.2% | 60 |
|
|
2024
Q1 | $473K | Buy |
1,233
+46
| +4% | +$17.7K | 0.24% | 50 |
|
|
2023
Q4 | $411K | Buy |
1,187
+113
| +11% | +$39.2K | 0.25% | 53 |
|
|
2023
Q3 | $325K | Buy |
1,074
+71
| +7% | +$21.5K | 0.22% | 63 |
|
|
2023
Q2 | $312K | Sell |
1,003
-398
| -28% | -$124K | 0.22% | 66 |
|
|
2023
Q1 | $413K | Buy |
1,401
+205
| +17% | +$60.5K | 0.32% | 48 |
|
|
2022
Q4 | $378K | Sell |
1,196
-4
| -0.3% | -$1.26K | 0.34% | 47 |
|
|
2022
Q3 | $331K | Buy |
1,200
+54
| +5% | +$14.9K | 0.33% | 47 |
|
|
2022
Q2 | $314K | Sell |
1,146
-138
| -11% | -$37.8K | 0.3% | 53 |
|
|
2022
Q1 | $384K | Buy |
1,284
+87
| +7% | +$26K | 0.24% | 53 |
|
|
2021
Q4 | $497K | Sell |
1,197
-143
| -11% | -$59.4K | 0.29% | 48 |
|
|
2021
Q3 | $440K | Sell |
1,340
-101
| -7% | -$33.2K | 0.27% | 51 |
|
|
2021
Q2 | $460K | Sell |
1,441
-1
| -0.1% | -$319 | 0.27% | 50 |
|
|
2021
Q1 | $440K | Buy |
1,442
+60
| +4% | +$18.3K | 0.29% | 47 |
|
|
2020
Q4 | $367K | Buy |
1,382
+13
| +0.9% | +$3.45K | 0.25% | 57 |
|
|
2020
Q3 | $380K | Sell |
1,369
-58
| -4% | -$16.1K | 0.3% | 43 |
|
|
2020
Q2 | $357K | Sell |
1,427
-154
| -10% | -$38.5K | 0.31% | 36 |
|
|
2020
Q1 | $295K | Buy |
1,581
+108
| +7% | +$20.2K | 0.31% | 42 |
|
|
2019
Q4 | $322K | Buy |
1,473
+146
| +11% | +$31.9K | 0.19% | 69 |
|
|
2019
Q3 | $308K | Sell |
1,327
-883
| -40% | -$205K | 0.27% | 50 |
|
|
2019
Q2 | $460K | Buy |
2,210
+15
| +0.7% | +$3.12K | 0.46% | 30 |
|
|
2019
Q1 | $421K | Buy |
+2,195
| New | +$421K | 0.18% | 57 |
|
|
2018
Q2 | – | Sell |
-902
| Closed | -$161K | – | 179 |
|
|
2018
Q1 | $161K | Sell |
902
-37
| -4% | -$6.6K | 0.13% | 84 |
|
|
2017
Q4 | $178K | Buy |
+939
| New | +$178K | 0.15% | 79 |
|