Kelleher 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 | $265K | Sell |
721
-24
| -3% | -$8.81K | 0.09% | 116 |
|
2025
Q1 | $273K | Sell |
745
-23
| -3% | -$8.44K | 0.11% | 103 |
|
2024
Q4 | $299K | Sell |
768
-43
| -5% | -$16.7K | 0.11% | 94 |
|
2024
Q3 | $329K | Hold |
811
| – | – | 0.13% | 91 |
|
2024
Q2 | $279K | Hold |
811
| – | – | 0.11% | 95 |
|
2024
Q1 | $311K | Hold |
811
| – | – | 0.13% | 95 |
|
2023
Q4 | $281K | Hold |
811
| – | – | 0.13% | 85 |
|
2023
Q3 | $245K | Buy |
811
+130
| +19% | +$39.3K | 0.13% | 89 |
|
2023
Q2 | $212K | Hold |
681
| – | – | 0.12% | 99 |
|
2023
Q1 | $201K | Hold |
681
| – | – | 0.13% | 98 |
|
2022
Q4 | $215K | Buy |
+681
| New | +$215K | 0.16% | 83 |
|
2022
Q3 | – | Sell |
-1,431
| Closed | -$392K | – | 131 |
|
2022
Q2 | $392K | Buy |
1,431
+750
| +110% | +$205K | 0.18% | 88 |
|
2022
Q1 | $203K | Buy |
681
+22
| +3% | +$6.56K | 0.11% | 109 |
|
2021
Q4 | $273K | Sell |
659
-800
| -55% | -$331K | 0.15% | 103 |
|
2021
Q3 | $478K | Buy |
1,459
+800
| +121% | +$262K | 0.21% | 100 |
|
2021
Q2 | $210K | Sell |
659
-120
| -15% | -$38.2K | 0.12% | 117 |
|
2021
Q1 | $237K | Buy |
+779
| New | +$237K | 0.15% | 98 |
|
2016
Q2 | – | Sell |
-685
| Closed | -$91K | – | 163 |
|
2016
Q1 | $91K | Buy |
+685
| New | +$91K | 0.05% | 156 |
|