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