Jacobsen Capital Management’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 | $992K | Buy |
2,706
+357
| +15% | +$131K | 0.37% | 26 |
|
|
2025
Q1 | $861K | Buy |
2,349
+22
| +0.9% | +$8.06K | 0.37% | 26 |
|
|
2024
Q4 | $905K | Sell |
2,327
-3
| -0.1% | -$1.17K | 0.39% | 26 |
|
|
2024
Q3 | $944K | Sell |
2,330
-92
| -4% | -$37.3K | 0.4% | 25 |
|
|
2024
Q2 | $834K | Sell |
2,422
-62
| -2% | -$21.3K | 0.37% | 27 |
|
|
2024
Q1 | $953K | Buy |
2,484
+46
| +2% | +$17.6K | 0.44% | 22 |
|
|
2023
Q4 | $845K | Sell |
2,438
-65
| -3% | -$22.5K | 0.43% | 23 |
|
|
2023
Q3 | $756K | Sell |
2,503
-304
| -11% | -$91.9K | 0.41% | 28 |
|
|
2023
Q2 | $872K | Sell |
2,807
-773
| -22% | -$240K | 0.45% | 23 |
|
|
2023
Q1 | $1.06M | Sell |
3,580
-3,198
| -47% | -$944K | 0.57% | 19 |
|
|
2022
Q4 | $2.14M | Sell |
6,778
-732
| -10% | -$231K | 1.14% | 16 |
|
|
2022
Q3 | $2.07M | Sell |
7,510
-81
| -1% | -$22.3K | 1.19% | 14 |
|
|
2022
Q2 | $2.08M | Sell |
7,591
-520
| -6% | -$143K | 1.11% | 16 |
|
|
2022
Q1 | $2.43M | Buy |
8,111
+654
| +9% | +$196K | 1.11% | 19 |
|
|
2021
Q4 | $3.1M | Sell |
7,457
-245
| -3% | -$102K | 1.46% | 12 |
|
|
2021
Q3 | $2.53M | Buy |
7,702
+204
| +3% | +$67K | 1.28% | 12 |
|
|
2021
Q2 | $2.39M | Buy |
7,498
+131
| +2% | +$41.8K | 1.22% | 12 |
|
|
2021
Q1 | $2.25M | Buy |
7,367
+214
| +3% | +$65.3K | 1.24% | 14 |
|
|
2020
Q4 | $1.9M | Hold |
7,153
| – | – | 1.13% | 18 |
|
|
2020
Q3 | $1.99M | Sell |
7,153
-255
| -3% | -$70.8K | 1.39% | 12 |
|
|
2020
Q2 | $1.86M | Buy |
+7,408
| New | +$1.86M | 1.42% | 14 |
|
|
2019
Q4 | $1.54M | Sell |
7,049
-50
| -0.7% | -$10.9K | 1.54% | 13 |
|
|
2019
Q3 | $1.65M | Sell |
7,099
-19
| -0.3% | -$4.41K | 1.58% | 13 |
|
|
2019
Q2 | $1.48M | Buy |
+7,118
| New | +$1.48M | 1.47% | 14 |
|