JPWM
Jamison Private Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
34,353
-42
| -0.1% | -$15.4K | 1.81% | 14 |
|
|
2025
Q1 | $12.6M | Buy |
34,395
+37
| +0.1% | +$13.6K | 1.92% | 12 |
|
|
2024
Q4 | $13.4M | Buy |
34,358
+473
| +1% | +$184K | 1.97% | 10 |
|
|
2024
Q3 | $13.7M | Buy |
33,885
+836
| +3% | +$339K | 2.09% | 9 |
|
|
2024
Q2 | $11.4M | Buy |
33,049
+148
| +0.4% | +$50.9K | 1.89% | 9 |
|
|
2024
Q1 | $12.6M | Buy |
32,901
+628
| +2% | +$241K | 2.13% | 8 |
|
|
2023
Q4 | $11.2M | Sell |
32,273
-128
| -0.4% | -$44.4K | 2.09% | 8 |
|
|
2023
Q3 | $9.79M | Buy |
+32,401
| New | +$9.79M | 2.02% | 8 |
|