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 |
|