IFWM
Institute for Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
5,153
-213
| -4% | -$78.1K | 0.21% | 105 |
|
|
2025
Q1 | $1.97M | Sell |
5,366
-137
| -2% | -$50.2K | 0.25% | 91 |
|
|
2024
Q4 | $2.14M | Sell |
5,503
-162
| -3% | -$63K | 0.27% | 78 |
|
|
2024
Q3 | $2.3M | Sell |
5,665
-255
| -4% | -$103K | 0.29% | 77 |
|
|
2024
Q2 | $2.04M | Buy |
5,920
+399
| +7% | +$137K | 0.27% | 79 |
|
|
2024
Q1 | $2.12M | Sell |
5,521
-152
| -3% | -$58.3K | 0.27% | 76 |
|
|
2023
Q4 | $1.97M | Sell |
5,673
-141
| -2% | -$48.9K | 0.32% | 75 |
|
|
2023
Q3 | $1.76M | Sell |
5,814
-77
| -1% | -$23.3K | 0.32% | 76 |
|
|
2023
Q2 | $1.83M | Buy |
5,891
+1
| +0% | +$311 | 0.31% | 75 |
|
|
2023
Q1 | $1.74M | Sell |
5,890
-83
| -1% | -$24.5K | 0.33% | 71 |
|
|
2022
Q4 | $1.89M | Sell |
5,973
-290
| -5% | -$91.6K | 0.4% | 64 |
|
|
2022
Q3 | $1.73M | Sell |
6,263
-49
| -0.8% | -$13.5K | 0.39% | 60 |
|
|
2022
Q2 | $1.73M | Sell |
6,312
-43
| -0.7% | -$11.8K | 0.34% | 72 |
|
|
2022
Q1 | $1.9M | Buy |
6,355
+19
| +0.3% | +$5.69K | 0.31% | 78 |
|
|
2021
Q4 | $2.63M | Buy |
6,336
+4
| +0.1% | +$1.66K | 0.43% | 53 |
|
|
2021
Q3 | $2.08M | Buy |
6,332
+421
| +7% | +$138K | 0.36% | 65 |
|
|
2021
Q2 | $1.89M | Buy |
5,911
+170
| +3% | +$54.2K | 0.33% | 73 |
|
|
2021
Q1 | $1.75M | Buy |
5,741
+147
| +3% | +$44.9K | 0.33% | 76 |
|
|
2020
Q4 | $1.49M | Buy |
5,594
+174
| +3% | +$46.2K | 0.3% | 86 |
|
|
2020
Q3 | $1.51M | Sell |
5,420
-195
| -3% | -$54.1K | 0.34% | 73 |
|
|
2020
Q2 | $1.41M | Buy |
5,615
+145
| +3% | +$36.3K | 0.34% | 76 |
|
|
2020
Q1 | $1.02M | Sell |
5,470
-1,154
| -17% | -$215K | 0.31% | 83 |
|
|
2019
Q4 | $1.45M | Buy |
6,624
+2
| +0% | +$437 | 0.33% | 73 |
|
|
2019
Q3 | $1.54M | Sell |
6,622
-766
| -10% | -$178K | 0.39% | 58 |
|
|
2019
Q2 | $1.54M | Buy |
7,388
+206
| +3% | +$42.8K | 0.34% | 69 |
|
|
2019
Q1 | $1.38M | Buy |
+7,182
| New | +$1.38M | 0.3% | 83 |
|
|
2018
Q1 | – | Sell |
-7,111
| Closed | -$1.34M | – | 311 |
|
|
2017
Q4 | $1.34M | Buy |
+7,111
| New | +$1.34M | 0.31% | 99 |
|
|
2017
Q3 | – | Sell |
-7,392
| Closed | -$1.13M | – | 304 |
|
|
2017
Q2 | $1.13M | Buy |
+7,392
| New | +$1.13M | 0.31% | 95 |
|
|
2013
Q3 | – | Sell |
-1,500
| Closed | -$116K | – | 83 |
|
|
2013
Q2 | $116K | Buy |
+1,500
| New | +$116K | 0.09% | 40 |
|