Jeppson Wealth 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 | $1.13M | Sell |
3,072
-5
| -0.2% | -$1.83K | 0.39% | 67 |
|
|
2025
Q1 | $1.13M | Sell |
3,077
-5
| -0.2% | -$1.83K | 0.41% | 65 |
|
|
2024
Q4 | $1.2M | Hold |
3,082
| – | – | 0.43% | 61 |
|
|
2024
Q3 | $1.25M | Hold |
3,082
| – | – | 0.45% | 61 |
|
|
2024
Q2 | $1.06M | Sell |
3,082
-10
| -0.3% | -$3.44K | 0.4% | 66 |
|
|
2024
Q1 | $1.19M | Buy |
3,092
+27
| +0.9% | +$10.4K | 0.46% | 62 |
|
|
2023
Q4 | $1.06M | Hold |
3,065
| – | – | 0.44% | 65 |
|
|
2023
Q3 | $926K | Buy |
3,065
+46
| +2% | +$13.9K | 0.42% | 63 |
|
|
2023
Q2 | $938K | Hold |
3,019
| – | – | 0.41% | 64 |
|
|
2023
Q1 | $891K | Hold |
3,019
| – | – | 0.39% | 65 |
|
|
2022
Q4 | $954K | Sell |
3,019
-25
| -0.8% | -$7.9K | 0.4% | 58 |
|
|
2022
Q3 | $840K | Hold |
3,044
| – | – | 0.38% | 64 |
|
|
2022
Q2 | $835K | Sell |
3,044
-30
| -1% | -$8.23K | 0.36% | 64 |
|
|
2022
Q1 | $920K | Buy |
3,074
+24
| +0.8% | +$7.18K | 0.43% | 60 |
|
|
2021
Q4 | $1.27M | Sell |
3,050
-50
| -2% | -$20.8K | 0.61% | 39 |
|
|
2021
Q3 | $1.02M | Sell |
3,100
-25
| -0.8% | -$8.2K | 0.53% | 52 |
|
|
2021
Q2 | $996K | Sell |
3,125
-250
| -7% | -$79.7K | 0.54% | 50 |
|
|
2021
Q1 | $1.03M | Sell |
3,375
-295
| -8% | -$90K | 0.61% | 44 |
|
|
2020
Q4 | $975K | Sell |
3,670
-7
| -0.2% | -$1.86K | 0.65% | 39 |
|
|
2020
Q3 | $1.02M | Buy |
+3,677
| New | +$1.02M | 0.8% | 29 |
|