J.W. Cole Advisors’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 | $25.3M | Buy |
69,131
+26,369
| +62% | +$9.67M | 0.54% | 27 |
|
|
2025
Q1 | $15.7M | Buy |
42,762
+14,684
| +52% | +$5.38M | 0.49% | 30 |
|
|
2024
Q4 | $10.9M | Buy |
28,078
+1,356
| +5% | +$527K | 0.44% | 36 |
|
|
2024
Q3 | $10.8M | Buy |
26,722
+3,273
| +14% | +$1.33M | 0.45% | 35 |
|
|
2024
Q2 | $8.07M | Buy |
23,449
+4,455
| +23% | +$1.53M | 0.38% | 48 |
|
|
2024
Q1 | $7.25M | Buy |
18,994
+1,631
| +9% | +$623K | 0.37% | 51 |
|
|
2023
Q4 | $6.02M | Sell |
17,363
-669
| -4% | -$232K | 0.35% | 61 |
|
|
2023
Q3 | $5.45M | Buy |
18,032
+2,605
| +17% | +$787K | 0.4% | 49 |
|
|
2023
Q2 | $4.79M | Sell |
15,427
-1,514
| -9% | -$470K | 0.34% | 66 |
|
|
2023
Q1 | $5M | Sell |
16,941
-256
| -1% | -$75.6K | 0.36% | 61 |
|
|
2022
Q4 | $5.43M | Sell |
17,197
-56
| -0.3% | -$17.7K | 0.42% | 54 |
|
|
2022
Q3 | $4.76M | Buy |
17,253
+307
| +2% | +$84.7K | 0.4% | 53 |
|
|
2022
Q2 | $4.65M | Buy |
16,946
+125
| +0.7% | +$34.3K | 0.37% | 56 |
|
|
2022
Q1 | $5.04M | Buy |
16,821
+71
| +0.4% | +$21.3K | 0.34% | 61 |
|
|
2021
Q4 | $6.95M | Sell |
16,750
-1,460
| -8% | -$606K | 0.45% | 40 |
|
|
2021
Q3 | $5.98M | Buy |
18,210
+3,261
| +22% | +$1.07M | 0.43% | 41 |
|
|
2021
Q2 | $4.77M | Buy |
14,949
+40
| +0.3% | +$12.8K | 0.38% | 57 |
|
|
2021
Q1 | $4.55M | Sell |
14,909
-33
| -0.2% | -$10.1K | 0.44% | 48 |
|
|
2020
Q4 | $3.97M | Sell |
14,942
-22,042
| -60% | -$5.85M | 0.41% | 50 |
|
|
2020
Q3 | $10.3M | Buy |
36,984
+23,748
| +179% | +$6.6M | 0.79% | 15 |
|
|
2020
Q2 | $3.32M | Buy |
13,236
+12,163
| +1,134% | +$3.05M | 0.5% | 52 |
|
|
2020
Q1 | $200K | Sell |
1,073
-12,631
| -92% | -$2.35M | 0.39% | 87 |
|
|
2019
Q4 | $2.99M | Buy |
+13,704
| New | +$2.99M | 0.38% | 64 |
|