Iams Wealth Management’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 | $2.09M | Sell |
5,695
-434
| -7% | -$159K | 0.96% | 29 |
|
|
2025
Q1 | $2.25M | Buy |
6,129
+856
| +16% | +$314K | 1.03% | 29 |
|
|
2024
Q4 | $2.05M | Buy |
5,273
+147
| +3% | +$57.2K | 0.94% | 31 |
|
|
2024
Q3 | $2.08M | Buy |
5,126
+31
| +0.6% | +$12.6K | 1.02% | 26 |
|
|
2024
Q2 | $1.75M | Buy |
5,095
+715
| +16% | +$246K | 0.96% | 33 |
|
|
2024
Q1 | $1.65M | Sell |
4,380
-513
| -10% | -$194K | 1.01% | 28 |
|
|
2023
Q4 | $1.7M | Sell |
4,893
-687
| -12% | -$238K | 1.1% | 23 |
|
|
2023
Q3 | $1.69M | Buy |
+5,580
| New | +$1.69M | 1.17% | 27 |
|
|
2023
Q2 | – | Sell |
-4,852
| Closed | -$1.38M | – | 69 |
|
|
2023
Q1 | $1.38M | Buy |
4,852
+992
| +26% | +$283K | 1.15% | 21 |
|
|
2022
Q4 | $1.22M | Buy |
+3,860
| New | +$1.22M | 1.24% | 18 |
|