IWS
Insight Wealth Strategies’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
12,482
+874
| +8% | +$326K | 0.59% | 46 |
|
|
2025
Q1 | $4.25M | Buy |
11,608
+118
| +1% | +$43.2K | 0.57% | 49 |
|
|
2024
Q4 | $4.47M | Sell |
11,490
-104
| -0.9% | -$40.5K | 0.6% | 45 |
|
|
2024
Q3 | $4.7M | Buy |
11,594
+247
| +2% | +$100K | 0.62% | 41 |
|
|
2024
Q2 | $3.91M | Buy |
11,347
+956
| +9% | +$329K | 0.56% | 42 |
|
|
2024
Q1 | $3.99M | Buy |
10,391
+4,362
| +72% | +$1.67M | 0.59% | 36 |
|
|
2023
Q4 | $2.09M | Buy |
6,029
+255
| +4% | +$88.4K | 0.34% | 61 |
|
|
2023
Q3 | $1.74M | Buy |
5,774
+441
| +8% | +$133K | 0.34% | 60 |
|
|
2023
Q2 | $1.66M | Buy |
5,333
+72
| +1% | +$22.4K | 0.32% | 56 |
|
|
2023
Q1 | $1.55M | Sell |
5,261
-533
| -9% | -$157K | 0.3% | 55 |
|
|
2022
Q4 | $1.83M | Buy |
5,794
+32
| +0.6% | +$10.1K | 0.35% | 48 |
|
|
2022
Q3 | $1.58M | Hold |
5,762
| – | – | 0.29% | 50 |
|
|
2022
Q2 | $1.58M | Buy |
5,762
+843
| +17% | +$231K | 0.29% | 50 |
|
|
2022
Q1 | $1.47M | Buy |
4,919
+686
| +16% | +$205K | 0.22% | 76 |
|
|
2021
Q4 | $1.76M | Buy |
4,233
+358
| +9% | +$149K | 0.25% | 60 |
|
|
2021
Q3 | $1.27M | Buy |
3,875
+148
| +4% | +$48.6K | 0.18% | 81 |
|
|
2021
Q2 | $1.19M | Sell |
3,727
-1,709
| -31% | -$545K | 0.17% | 77 |
|
|
2021
Q1 | $1.66M | Buy |
5,436
+2,166
| +66% | +$661K | 0.22% | 67 |
|
|
2020
Q4 | $869K | Buy |
3,270
+33
| +1% | +$8.77K | 0.15% | 81 |
|
|
2020
Q3 | $899K | Buy |
3,237
+53
| +2% | +$14.7K | 0.17% | 63 |
|
|
2020
Q2 | $798K | Buy |
3,184
+34
| +1% | +$8.52K | 0.18% | 58 |
|
|
2020
Q1 | $588K | Sell |
3,150
-416
| -12% | -$77.7K | 0.16% | 63 |
|
|
2019
Q4 | $779K | Sell |
3,566
-12
| -0.3% | -$2.62K | 0.16% | 95 |
|
|
2019
Q3 | $830K | Buy |
3,578
+157
| +5% | +$36.4K | 0.19% | 81 |
|
|
2019
Q2 | $712K | Sell |
3,421
-6,428
| -65% | -$1.34M | 0.17% | 82 |
|
|
2019
Q1 | $1.89M | Buy |
9,849
+2,465
| +33% | +$473K | 0.53% | 37 |
|
|
2018
Q4 | $1.27M | Buy |
+7,384
| New | +$1.27M | 0.39% | 40 |
|