JWM
Jackson Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
3,681
+4
| +0.1% | +$1.47K | 0.15% | 82 |
|
|
2025
Q1 | $1.35M | Buy |
3,677
+4
| +0.1% | +$1.47K | 0.16% | 82 |
|
|
2024
Q4 | $1.43M | Sell |
3,673
-2
| -0.1% | -$778 | 0.16% | 81 |
|
|
2024
Q3 | $1.49M | Buy |
3,675
+896
| +32% | +$363K | 0.18% | 82 |
|
|
2024
Q2 | $957K | Sell |
2,779
-1,029
| -27% | -$354K | 0.21% | 76 |
|
|
2024
Q1 | $1.46M | Buy |
3,808
+252
| +7% | +$96.7K | 0.18% | 81 |
|
|
2023
Q4 | $1.23M | Buy |
3,556
+3
| +0.1% | +$1.04K | 0.16% | 81 |
|
|
2023
Q3 | $1.07M | Hold |
3,553
| – | – | 0.15% | 82 |
|
|
2023
Q2 | $1.1M | Hold |
3,553
| – | – | 0.16% | 77 |
|
|
2023
Q1 | $1.05M | Sell |
3,553
-136
| -4% | -$40.1K | 0.79% | 48 |
|
|
2022
Q4 | $1.17M | Sell |
3,689
-43
| -1% | -$13.6K | 0.43% | 60 |
|
|
2022
Q3 | $1.03M | Buy |
3,732
+2,540
| +213% | +$701K | 0.2% | 75 |
|
|
2022
Q2 | $327K | Sell |
1,192
-2,678
| -69% | -$735K | 0.15% | 83 |
|
|
2022
Q1 | $1.16M | Sell |
3,870
-17,497
| -82% | -$5.24M | 0.16% | 91 |
|
|
2021
Q4 | $8.87M | Buy |
21,367
+338
| +2% | +$140K | 1.12% | 27 |
|
|
2021
Q3 | $96K | Buy |
21,029
+25
| +0.1% | +$114 | 1.16% | 21 |
|
|
2021
Q2 | $6.7M | Buy |
21,004
+965
| +5% | +$308K | 0.85% | 36 |
|
|
2021
Q1 | $6.12M | Buy |
20,039
+1,686
| +9% | +$515K | 0.92% | 32 |
|
|
2020
Q4 | $4.88M | Buy |
18,353
+1,164
| +7% | +$309K | 0.66% | 41 |
|
|
2020
Q3 | $4.77M | Buy |
17,189
+1,614
| +10% | +$448K | 0.72% | 33 |
|
|
2020
Q2 | $3.9M | Buy |
15,575
+633
| +4% | +$159K | 0.69% | 35 |
|
|
2020
Q1 | $3.53M | Sell |
14,942
-2,331
| -13% | -$551K | 0.74% | 31 |
|
|
2019
Q4 | $4.01M | Buy |
17,273
+146
| +0.9% | +$33.9K | 0.67% | 44 |
|
|
2019
Q3 | $3.97M | Buy |
17,127
+2,995
| +21% | +$694K | 0.83% | 33 |
|
|
2019
Q2 | $2.99M | Buy |
14,132
+765
| +6% | +$162K | 0.65% | 39 |
|
|
2019
Q1 | $2.57M | Buy |
13,367
+91
| +0.7% | +$17.5K | 0.63% | 43 |
|
|
2018
Q4 | $2.24M | Sell |
13,276
-175
| -1% | -$29.5K | 0.67% | 39 |
|
|
2018
Q3 | $2.79M | Buy |
13,451
+497
| +4% | +$103K | 0.59% | 38 |
|
|
2018
Q2 | $2.6M | Sell |
12,954
-2,199
| -15% | -$442K | 0.61% | 40 |
|
|
2018
Q1 | $2.69M | Buy |
15,153
+482
| +3% | +$85.5K | 0.75% | 33 |
|
|
2017
Q4 | $2.83M | Buy |
14,671
+110
| +0.8% | +$21.2K | 0.72% | 37 |
|
|
2017
Q3 | $2.41M | Buy |
14,561
+790
| +6% | +$130K | 0.65% | 37 |
|
|
2017
Q2 | $2.06M | Buy |
13,771
+1,371
| +11% | +$205K | 0.65% | 36 |
|
|
2017
Q1 | $1.82M | Sell |
12,400
-22
| -0.2% | -$3.24K | 0.66% | 37 |
|
|
2016
Q4 | $1.69M | Sell |
12,422
-905
| -7% | -$123K | 0.66% | 40 |
|
|
2016
Q3 | $1.68M | Sell |
13,327
-143
| -1% | -$18K | 0.63% | 35 |
|
|
2016
Q2 | $1.72M | Buy |
+13,470
| New | +$1.72M | 0.64% | 36 |
|
|
2015
Q3 | – | Sell |
-3,634
| Closed | -$402K | – | 128 |
|
|
2015
Q2 | $402K | Sell |
3,634
-446
| -11% | -$49.3K | 0.14% | 88 |
|
|
2015
Q1 | $464K | Buy |
+4,080
| New | +$464K | 0.15% | 90 |
|