IWC
Integrated Wealth Concepts’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
71,248
+1,808
| +3% | +$663K | 0.26% | 85 |
|
|
2025
Q1 | $25.4M | Buy |
69,440
+1,415
| +2% | +$519K | 0.3% | 74 |
|
|
2024
Q4 | $26.5M | Buy |
68,025
+18,363
| +37% | +$7.14M | 0.31% | 68 |
|
|
2024
Q3 | $20.1M | Buy |
49,662
+80
| +0.2% | +$32.4K | 0.25% | 94 |
|
|
2024
Q2 | $17.1M | Sell |
49,582
-1,208
| -2% | -$416K | 0.23% | 95 |
|
|
2024
Q1 | $19.5M | Buy |
50,790
+8
| +0% | +$3.07K | 0.28% | 80 |
|
|
2023
Q4 | $17.6M | Sell |
50,782
-2,042
| -4% | -$708K | 0.29% | 80 |
|
|
2023
Q3 | $16M | Sell |
52,824
-1,699
| -3% | -$513K | 0.28% | 88 |
|
|
2023
Q2 | $16.9M | Buy |
54,523
+3,821
| +8% | +$1.19M | 0.29% | 82 |
|
|
2023
Q1 | $15M | Buy |
50,702
+18,795
| +59% | +$5.55M | 0.31% | 76 |
|
|
2022
Q4 | $10.1M | Sell |
31,907
-3
| -0% | -$948 | 0.27% | 75 |
|
|
2022
Q3 | $8.81M | Buy |
31,910
+801
| +3% | +$221K | 0.28% | 74 |
|
|
2022
Q2 | $8.53M | Sell |
31,109
-84
| -0.3% | -$23K | 0.27% | 83 |
|
|
2022
Q1 | $9.34M | Sell |
31,193
-3,150
| -9% | -$943K | 0.29% | 78 |
|
|
2021
Q4 | $14.3M | Buy |
34,343
+1,946
| +6% | +$808K | 0.42% | 55 |
|
|
2021
Q3 | $10.6M | Buy |
32,397
+1,116
| +4% | +$366K | 0.35% | 64 |
|
|
2021
Q2 | $9.98M | Buy |
31,281
+1,939
| +7% | +$618K | 0.35% | 60 |
|
|
2021
Q1 | $8.96M | Buy |
29,342
+10,287
| +54% | +$3.14M | 0.37% | 59 |
|
|
2020
Q4 | $5.06M | Buy |
19,055
+1,475
| +8% | +$392K | 0.24% | 82 |
|
|
2020
Q3 | $4.88M | Buy |
17,580
+2,021
| +13% | +$561K | 0.3% | 71 |
|
|
2020
Q2 | $3.9M | Buy |
15,559
+578
| +4% | +$145K | 0.28% | 70 |
|
|
2020
Q1 | $2.8M | Buy |
14,981
+2,450
| +20% | +$457K | 0.26% | 72 |
|
|
2019
Q4 | $2.74M | Buy |
12,531
+464
| +4% | +$101K | 0.23% | 80 |
|
|
2019
Q3 | $2.8M | Buy |
12,067
+724
| +6% | +$168K | 0.31% | 67 |
|
|
2019
Q2 | $2.36M | Buy |
11,343
+403
| +4% | +$83.8K | 0.31% | 70 |
|
|
2019
Q1 | $2.1M | Buy |
10,940
+3,871
| +55% | +$743K | 0.36% | 64 |
|
|
2018
Q4 | $1.22M | Buy |
7,069
+1,557
| +28% | +$268K | 0.33% | 73 |
|
|
2018
Q3 | $1.14M | Buy |
5,512
+292
| +6% | +$60.6K | 0.35% | 69 |
|
|
2018
Q2 | $1.01M | Buy |
5,220
+1,081
| +26% | +$210K | 0.35% | 74 |
|
|
2018
Q1 | $716K | Buy |
4,139
+500
| +14% | +$86.5K | 0.29% | 78 |
|
|
2017
Q4 | $699K | Buy |
+3,639
| New | +$699K | 0.3% | 69 |
|