IWP
Icon Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.18M | Sell |
10,510
-4,709
| -31% | -$1.42M | 0.36% | 58 |
|
|
2023
Q2 | $4.73M | Sell |
15,219
-2,624
| -15% | -$815K | 0.5% | 38 |
|
|
2023
Q1 | $5.27M | Buy |
+17,843
| New | +$5.27M | 0.57% | 36 |
|
|
2022
Q2 | $5.42M | Sell |
19,749
-203
| -1% | -$55.7K | 0.65% | 31 |
|
|
2022
Q1 | $5.97M | Buy |
19,952
+2,848
| +17% | +$852K | 0.59% | 42 |
|
|
2021
Q4 | $7.1M | Sell |
17,104
-4,219
| -20% | -$1.75M | 0.71% | 34 |
|
|
2021
Q3 | $7M | Sell |
21,323
-2,658
| -11% | -$872K | 0.74% | 31 |
|
|
2021
Q2 | $7.65M | Sell |
23,981
-911
| -4% | -$290K | 0.82% | 28 |
|
|
2021
Q1 | $7.6M | Buy |
24,892
+5,856
| +31% | +$1.79M | 0.95% | 24 |
|
|
2020
Q4 | $5.06M | Buy |
19,036
+2,182
| +13% | +$580K | 0.8% | 28 |
|
|
2020
Q3 | $4.68M | Buy |
16,854
+8,795
| +109% | +$2.44M | 0.9% | 21 |
|
|
2020
Q2 | $2.02M | Buy |
8,059
+6,688
| +488% | +$1.68M | 0.49% | 40 |
|
|
2020
Q1 | $256K | Buy |
1,371
+386
| +39% | +$72.1K | 0.1% | 122 |
|
|
2019
Q4 | $215K | Sell |
985
-2
| -0.2% | -$437 | 0.07% | 160 |
|
|
2019
Q3 | $229K | Sell |
987
-32
| -3% | -$7.43K | 0.08% | 137 |
|
|
2019
Q2 | $212K | Sell |
1,019
-4
| -0.4% | -$832 | 0.08% | 145 |
|
|
2019
Q1 | $196K | Buy |
1,023
+11
| +1% | +$2.11K | 0.07% | 150 |
|
|
2018
Q4 | $174K | Sell |
1,012
-155
| -13% | -$26.7K | 0.08% | 153 |
|
|
2018
Q3 | $242K | Sell |
1,167
-170
| -13% | -$35.3K | 0.1% | 153 |
|
|
2018
Q2 | $261K | Sell |
1,337
-347
| -21% | -$67.7K | 0.11% | 131 |
|
|
2018
Q1 | $300K | Sell |
1,684
-350
| -17% | -$62.4K | 0.16% | 129 |
|
|
2017
Q4 | $386K | Buy |
+2,034
| New | +$386K | 0.19% | 113 |
|