JFS Wealth 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 | $2.25M | Buy |
6,140
+40
| +0.7% | +$14.7K | 0.14% | 94 |
|
|
2025
Q1 | $2.24M | Sell |
6,100
-125
| -2% | -$45.8K | 0.15% | 86 |
|
|
2024
Q4 | $2.42M | Sell |
6,225
-49
| -0.8% | -$19.1K | 0.17% | 78 |
|
|
2024
Q3 | $2.54M | Buy |
6,274
+714
| +13% | +$289K | 0.17% | 84 |
|
|
2024
Q2 | $1.91M | Sell |
5,560
-20
| -0.4% | -$6.89K | 0.15% | 79 |
|
|
2024
Q1 | $2.14M | Buy |
5,580
+1
| +0% | +$384 | 0.17% | 77 |
|
|
2023
Q4 | $1.93M | Buy |
5,579
+464
| +9% | +$161K | 0.16% | 80 |
|
|
2023
Q3 | $1.55M | Buy |
5,115
+112
| +2% | +$33.8K | 0.15% | 91 |
|
|
2023
Q2 | $1.55M | Sell |
5,003
-101
| -2% | -$31.4K | 0.14% | 93 |
|
|
2023
Q1 | $1.51M | Sell |
5,104
-85
| -2% | -$25.1K | 0.14% | 92 |
|
|
2022
Q4 | $1.64M | Sell |
5,189
-93
| -2% | -$29.4K | 0.16% | 92 |
|
|
2022
Q3 | $1.46M | Sell |
5,282
-53
| -1% | -$14.6K | 0.16% | 91 |
|
|
2022
Q2 | $1.46M | Buy |
5,335
+265
| +5% | +$72.7K | 0.15% | 87 |
|
|
2022
Q1 | $1.52M | Buy |
5,070
+23
| +0.5% | +$6.88K | 0.14% | 94 |
|
|
2021
Q4 | $2.1M | Buy |
5,047
+21
| +0.4% | +$8.72K | 0.2% | 82 |
|
|
2021
Q3 | $1.65M | Buy |
5,026
+907
| +22% | +$298K | 0.17% | 89 |
|
|
2021
Q2 | $1.31M | Buy |
4,119
+315
| +8% | +$100K | 0.2% | 77 |
|
|
2021
Q1 | $1.16M | Sell |
3,804
-210
| -5% | -$64.1K | 0.24% | 71 |
|
|
2020
Q4 | $1.07M | Hold |
4,014
| – | – | 0.22% | 74 |
|
|
2020
Q3 | $1.12M | Hold |
4,014
| – | – | 0.27% | 70 |
|
|
2020
Q2 | $1.01M | Hold |
4,014
| – | – | 0.26% | 70 |
|
|
2020
Q1 | $749K | Buy |
4,014
+100
| +3% | +$18.7K | 0.22% | 76 |
|
|
2019
Q4 | $855K | Sell |
3,914
-101
| -3% | -$22.1K | 0.21% | 76 |
|
|
2019
Q3 | $932K | Hold |
4,015
| – | – | 0.24% | 75 |
|
|
2019
Q2 | $835K | Hold |
4,015
| – | – | 0.21% | 78 |
|
|
2019
Q1 | $770K | Sell |
4,015
-75
| -2% | -$14.4K | 0.2% | 78 |
|
|
2018
Q4 | $703K | Sell |
4,090
-271
| -6% | -$46.6K | 0.19% | 78 |
|
|
2018
Q3 | $903K | Buy |
4,361
+20
| +0.5% | +$4.14K | 0.23% | 67 |
|
|
2018
Q2 | $847K | Sell |
4,341
-4
| -0.1% | -$780 | 0.22% | 67 |
|
|
2018
Q1 | $775K | Sell |
4,345
-195
| -4% | -$34.8K | 0.2% | 71 |
|
|
2017
Q4 | $860K | Buy |
4,540
+139
| +3% | +$26.3K | 0.21% | 69 |
|
|
2017
Q3 | $720K | Hold |
4,401
| – | – | 0.19% | 72 |
|
|
2017
Q2 | $675K | Sell |
4,401
-243
| -5% | -$37.3K | 0.19% | 69 |
|
|
2017
Q1 | $623K | Hold |
4,644
| – | – | 0.17% | 83 |
|
|
2016
Q4 | $623K | Buy |
4,644
+134
| +3% | +$18K | 0.17% | 83 |
|
|
2016
Q3 | $580K | Buy |
4,510
+265
| +6% | +$34.1K | 0.17% | 81 |
|
|
2016
Q2 | $542K | Sell |
4,245
-553
| -12% | -$70.6K | 0.15% | 87 |
|
|
2016
Q1 | $640K | Buy |
4,798
+13
| +0.3% | +$1.73K | 0.19% | 76 |
|
|
2015
Q4 | $633K | Buy |
4,785
+545
| +13% | +$72.1K | 0.18% | 78 |
|
|
2015
Q3 | $490K | Buy |
4,240
+135
| +3% | +$15.6K | 0.22% | 64 |
|
|
2015
Q2 | $456K | Sell |
4,105
-1
| -0% | -$111 | 0.23% | 57 |
|
|
2015
Q1 | $466K | Sell |
4,106
-151
| -4% | -$17.1K | 0.22% | 57 |
|
|
2014
Q4 | $447K | Buy |
4,257
+92
| +2% | +$9.66K | 0.07% | 58 |
|
|
2014
Q3 | $382K | Sell |
4,165
-15
| -0.4% | -$1.38K | 0.07% | 52 |
|
|
2014
Q2 | $338K | Buy |
4,180
+144
| +4% | +$11.6K | 0.06% | 55 |
|
|
2014
Q1 | $319K | Buy |
4,036
+633
| +19% | +$50.1K | 0.18% | 79 |
|
|
2013
Q4 | $280K | Sell |
3,403
-108
| -3% | -$8.89K | 0.12% | 95 |
|
|
2013
Q3 | $266K | Buy |
3,511
+73
| +2% | +$5.53K | 0.12% | 96 |
|
|
2013
Q2 | $266K | Buy |
+3,438
| New | +$266K | 0.13% | 92 |
|