Insight 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 | $746K | Sell |
2,035
-101
| -5% | -$37K | 0.29% | 52 |
|
|
2025
Q1 | $783K | Buy |
2,136
+279
| +15% | +$102K | 0.13% | 50 |
|
|
2024
Q4 | $722K | Buy |
1,857
+26
| +1% | +$10.1K | 0.1% | 50 |
|
|
2024
Q3 | $742K | Buy |
1,831
+4
| +0.2% | +$1.62K | 0.15% | 50 |
|
|
2024
Q2 | $629K | Buy |
1,827
+431
| +31% | +$148K | 0.11% | 52 |
|
|
2024
Q1 | $536K | Buy |
1,396
+321
| +30% | +$123K | 0.09% | 53 |
|
|
2023
Q4 | $373K | Buy |
+1,075
| New | +$373K | 0.06% | 54 |
|
|
2022
Q2 | – | Sell |
-1,532
| Closed | -$459K | – | 65 |
|
|
2022
Q1 | $459K | Sell |
1,532
-305
| -17% | -$91.4K | 0.25% | 42 |
|
|
2021
Q4 | $762K | Buy |
+1,837
| New | +$762K | 0.14% | 33 |
|