Kapstone Financial 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 | $636K | Sell |
1,734
-5
| -0.3% | -$1.83K | 0.32% | 47 |
|
|
2025
Q1 | $637K | Sell |
1,739
-2
| -0.1% | -$733 | 0.36% | 43 |
|
|
2024
Q4 | $720K | Hold |
1,741
| – | – | 0.38% | 41 |
|
|
2024
Q3 | $696K | Hold |
1,741
| – | – | 0.42% | 43 |
|
|
2024
Q2 | $599K | Hold |
1,741
| – | – | 0.39% | 49 |
|
|
2024
Q1 | $668K | Sell |
1,741
-25
| -1% | -$9.59K | 0.45% | 41 |
|
|
2023
Q4 | $620K | Sell |
1,766
-16
| -0.9% | -$5.62K | 0.49% | 39 |
|
|
2023
Q3 | $538K | Hold |
1,782
| – | – | 0.49% | 43 |
|
|
2023
Q2 | $592K | Sell |
1,782
-24
| -1% | -$7.97K | 0.49% | 45 |
|
|
2023
Q1 | $528K | Hold |
1,806
| – | – | 0.48% | 47 |
|
|
2022
Q4 | $614K | Buy |
+1,806
| New | +$614K | 0.56% | 39 |
|