Kellett 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 | $281K | Buy |
766
+103
| +16% | +$37.8K | 0.18% | 55 |
|
|
2025
Q1 | $243K | Buy |
663
+40
| +6% | +$14.7K | 0.17% | 61 |
|
|
2024
Q4 | $242K | Sell |
623
-66
| -10% | -$25.7K | 0.17% | 57 |
|
|
2024
Q3 | $279K | Buy |
+689
| New | +$279K | 0.2% | 58 |
|
|
2024
Q2 | – | Sell |
-607
| Closed | -$233K | – | 74 |
|
|
2024
Q1 | $233K | Sell |
607
-4
| -0.7% | -$1.53K | 0.16% | 74 |
|
|
2023
Q4 | $212K | Buy |
+611
| New | +$212K | 0.16% | 74 |
|
|
2023
Q1 | – | Sell |
-721
| Closed | -$228K | – | 57 |
|
|
2022
Q4 | $228K | Hold |
721
| – | – | 0.22% | 48 |
|
|
2022
Q3 | $214K | Sell |
721
-20
| -3% | -$5.94K | 0.26% | 48 |
|
|
2022
Q2 | $203K | Hold |
741
| – | – | 0.26% | 56 |
|
|
2022
Q1 | $222K | Buy |
741
+29
| +4% | +$8.69K | 0.18% | 55 |
|
|
2021
Q4 | $296K | Buy |
+712
| New | +$296K | 0.23% | 47 |
|