IAG 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
Q2 | $365K | Hold |
995
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $365K | Sell |
995
-5
| -0.5% | -$1.83K | 0.06% | 83 |
|
|
2024
Q4 | $389K | Buy |
1,000
+8
| +0.8% | +$3.11K | 0.07% | 78 |
|
|
2024
Q3 | $402K | Buy |
992
+377
| +61% | +$153K | 0.07% | 76 |
|
|
2024
Q2 | $212K | Sell |
615
-49
| -7% | -$16.9K | 0.04% | 91 |
|
|
2024
Q1 | $255K | Buy |
664
+42
| +7% | +$16.1K | 0.05% | 82 |
|
|
2023
Q4 | $216K | Sell |
622
-21
| -3% | -$7.28K | 0.05% | 80 |
|
|
2023
Q3 | $194K | Hold |
643
| – | – | 0.05% | 76 |
|
|
2023
Q2 | $200K | Sell |
643
-94
| -13% | -$29.2K | 0.05% | 85 |
|
|
2023
Q1 | $218K | Buy |
737
+50
| +7% | +$14.8K | 0.06% | 74 |
|
|
2022
Q4 | $217K | Buy |
687
+58
| +9% | +$18.3K | 0.06% | 67 |
|
|
2022
Q3 | $174K | Buy |
629
+315
| +100% | +$87.1K | 0.06% | 65 |
|
|
2022
Q2 | $86K | Sell |
314
-2
| -0.6% | -$548 | 0.03% | 96 |
|
|
2022
Q1 | $95K | Buy |
316
+28
| +10% | +$8.42K | 0.03% | 93 |
|
|
2021
Q4 | $120K | Buy |
288
+200
| +227% | +$83.3K | 0.04% | 77 |
|
|
2021
Q3 | $29K | Hold |
88
| – | – | 0.01% | 170 |
|
|
2021
Q2 | $29K | Hold |
88
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $27K | Sell |
88
-39
| -31% | -$12K | 0.01% | 158 |
|
|
2020
Q4 | $34K | Sell |
127
-9
| -7% | -$2.41K | 0.01% | 131 |
|
|
2020
Q3 | $38K | Sell |
136
-15
| -10% | -$4.19K | 0.02% | 118 |
|
|
2020
Q2 | $38K | Hold |
151
| – | – | 0.02% | 117 |
|
|
2020
Q1 | $29K | Buy |
151
+36
| +31% | +$6.91K | 0.02% | 124 |
|
|
2019
Q4 | $26K | Buy |
+115
| New | +$26K | 0.02% | 156 |
|