Holistic Planning’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 | $385K | Buy |
1,049
+227
| +28% | +$83.3K | 0.11% | 147 |
|
|
2025
Q1 | $301K | Buy |
822
+34
| +4% | +$12.5K | 0.1% | 140 |
|
|
2024
Q4 | $307K | Buy |
788
+54
| +7% | +$21K | 0.11% | 129 |
|
|
2024
Q3 | $297K | Buy |
734
+179
| +32% | +$72.5K | 0.13% | 114 |
|
|
2024
Q2 | $213K | Hold |
555
| – | – | 0.16% | 108 |
|
|
2024
Q1 | $213K | Buy |
+555
| New | +$213K | 0.16% | 109 |
|