Inspirion Wealth Advisors’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 | $348K | Hold |
949
| – | – | 0.05% | 118 |
|
|
2025
Q1 | $348K | Hold |
949
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $365K | Sell |
949
-80
| -8% | -$30.7K | 0.05% | 113 |
|
|
2024
Q3 | $417K | Buy |
1,029
+100
| +11% | +$40.5K | 0.06% | 106 |
|
|
2024
Q2 | $320K | Sell |
929
-193
| -17% | -$66.4K | 0.05% | 118 |
|
|
2024
Q1 | $430K | Sell |
1,122
-6
| -0.5% | -$2.3K | 0.07% | 96 |
|
|
2023
Q4 | $389K | Buy |
1,128
+119
| +12% | +$41.1K | 0.07% | 98 |
|
|
2023
Q3 | $305K | Hold |
1,009
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $313K | Buy |
1,009
+43
| +4% | +$13.4K | 0.06% | 106 |
|
|
2023
Q1 | $285K | Buy |
966
+115
| +14% | +$33.9K | 0.06% | 109 |
|
|
2022
Q4 | $269K | Hold |
851
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $235K | Sell |
851
-75
| -8% | -$20.7K | 0.05% | 106 |
|
|
2022
Q2 | $254K | Sell |
926
-85
| -8% | -$23.3K | 0.06% | 105 |
|
|
2022
Q1 | $303K | Sell |
1,011
-10
| -1% | -$3K | 0.06% | 88 |
|
|
2021
Q4 | $423K | Sell |
1,021
-111
| -10% | -$46K | 0.09% | 73 |
|
|
2021
Q3 | $372K | Hold |
1,132
| – | – | 0.09% | 68 |
|
|
2021
Q2 | $361K | Sell |
1,132
-108
| -9% | -$34.4K | 0.09% | 67 |
|
|
2021
Q1 | $379K | Buy |
1,240
+108
| +10% | +$33K | 0.1% | 66 |
|
|
2020
Q4 | $300K | Sell |
1,132
-47
| -4% | -$12.5K | 0.08% | 68 |
|
|
2020
Q3 | $327K | Sell |
1,179
-15
| -1% | -$4.16K | 0.11% | 57 |
|
|
2020
Q2 | $299K | Buy |
1,194
+7
| +0.6% | +$1.75K | 0.12% | 58 |
|
|
2020
Q1 | $222K | Sell |
1,187
-145
| -11% | -$27.1K | 0.11% | 63 |
|
|
2019
Q4 | $291K | Hold |
1,332
| – | – | 0.1% | 63 |
|
|
2019
Q3 | $309K | Sell |
1,332
-153
| -10% | -$35.5K | 0.14% | 58 |
|
|
2019
Q2 | $309K | Buy |
1,485
+10
| +0.7% | +$2.08K | 0.13% | 55 |
|
|
2019
Q1 | $283K | Hold |
1,475
| – | – | 0.13% | 60 |
|
|
2018
Q4 | $253K | Hold |
1,475
| – | – | 0.13% | 59 |
|
|
2018
Q3 | $306K | Hold |
1,475
| – | – | 0.13% | 56 |
|
|
2018
Q2 | $288K | Hold |
1,475
| – | – | 0.14% | 56 |
|
|
2018
Q1 | $263K | Sell |
1,475
-34
| -2% | -$6.06K | 0.13% | 58 |
|
|
2017
Q4 | $286K | Sell |
1,509
-474
| -24% | -$89.8K | 0.14% | 54 |
|
|
2017
Q3 | $324K | Sell |
1,983
-22
| -1% | -$3.6K | 0.16% | 47 |
|
|
2017
Q2 | $308K | Hold |
2,005
| – | – | 0.17% | 51 |
|
|
2017
Q1 | $294K | Buy |
2,005
+100
| +5% | +$14.7K | 0.17% | 51 |
|
|
2016
Q4 | $255K | Buy |
1,905
+248
| +15% | +$33.2K | 0.16% | 51 |
|
|
2016
Q3 | $213K | Buy |
+1,657
| New | +$213K | 0.14% | 57 |
|
|
2016
Q2 | – | Sell |
-1,557
| Closed | -$208K | – | 62 |
|
|
2016
Q1 | $208K | Hold |
1,557
| – | – | 0.15% | 55 |
|
|
2015
Q4 | $206K | Sell |
1,557
-808
| -34% | -$107K | 0.15% | 51 |
|
|
2015
Q3 | $273K | Sell |
2,365
-67
| -3% | -$7.73K | 0.22% | 44 |
|
|
2015
Q2 | $270K | Hold |
2,432
| – | – | 0.2% | 45 |
|
|
2015
Q1 | $276K | Sell |
2,432
-100
| -4% | -$11.3K | 0.22% | 43 |
|
|
2014
Q4 | $266K | Buy |
+2,532
| New | +$266K | 0.25% | 48 |
|