Invenio 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
$772K Buy
2,105
+361
+21% +$132K 0.31% 42
2025
Q1
$639K Buy
1,744
+47
+3% +$17.2K 0.27% 44
2024
Q4
$660K Buy
1,697
+30
+2% +$11.7K 0.28% 47
2024
Q3
$675K Sell
1,667
-15
-0.9% -$6.08K 0.29% 45
2024
Q2
$579K Buy
1,682
+24
+1% +$8.26K 0.29% 47
2024
Q1
$636K Sell
1,658
-21
-1% -$8.06K 0.34% 44
2023
Q4
$582K Buy
1,679
+166
+11% +$57.5K 0.42% 44
2023
Q3
$457K Buy
1,513
+88
+6% +$26.6K 0.42% 47
2023
Q2
$443K Buy
+1,425
New +$443K 0.5% 40