IWA
IVC Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
964
+11
| +1% | +$4.03K | 0.17% | 109 |
|
|
2025
Q1 | $349K | Sell |
953
-178
| -16% | -$65.3K | 0.19% | 107 |
|
|
2024
Q4 | $440K | Sell |
1,131
-278
| -20% | -$108K | 0.25% | 82 |
|
|
2024
Q3 | $571K | Sell |
1,409
-45
| -3% | -$18.2K | 0.31% | 70 |
|
|
2024
Q2 | $501K | Buy |
1,454
+14
| +1% | +$4.82K | 0.28% | 82 |
|
|
2024
Q1 | $552K | Sell |
1,440
-21
| -1% | -$8.06K | 0.32% | 76 |
|
|
2023
Q4 | $506K | Sell |
1,461
-83
| -5% | -$28.8K | 0.31% | 75 |
|
|
2023
Q3 | $467K | Buy |
1,544
+8
| +0.5% | +$2.42K | 0.31% | 81 |
|
|
2023
Q2 | $477K | Buy |
1,536
+90
| +6% | +$28K | 0.3% | 82 |
|
|
2023
Q1 | $427K | Buy |
1,446
+15
| +1% | +$4.43K | 0.3% | 82 |
|
|
2022
Q4 | $452K | Buy |
1,431
+141
| +11% | +$44.5K | 0.33% | 74 |
|
|
2022
Q3 | $356K | Buy |
1,290
+56
| +5% | +$15.5K | 0.29% | 85 |
|
|
2022
Q2 | $339K | Sell |
1,234
-144
| -10% | -$39.6K | 0.26% | 95 |
|
|
2022
Q1 | $412K | Sell |
1,378
-267
| -16% | -$79.8K | 0.27% | 93 |
|
|
2021
Q4 | $683K | Sell |
1,645
-9
| -0.5% | -$3.74K | 0.44% | 59 |
|
|
2021
Q3 | $543K | Buy |
1,654
+53
| +3% | +$17.4K | 0.37% | 72 |
|
|
2021
Q2 | $510K | Buy |
1,601
+65
| +4% | +$20.7K | 0.36% | 74 |
|
|
2021
Q1 | $469K | Buy |
1,536
+300
| +24% | +$91.6K | 0.37% | 74 |
|
|
2020
Q4 | $328K | Buy |
+1,236
| New | +$328K | 0.31% | 84 |
|