KMWM
Keudell/Morrison Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
9,238
-57
| -0.6% | -$20.9K | 0.75% | 26 |
|
|
2025
Q1 | $3.41M | Sell |
9,295
-10
| -0.1% | -$3.67K | 0.8% | 23 |
|
|
2024
Q4 | $3.62M | Sell |
9,305
-1
| -0% | -$389 | 0.94% | 23 |
|
|
2024
Q3 | $3.77M | Sell |
9,306
-4
| -0% | -$1.62K | 1.02% | 20 |
|
|
2024
Q2 | $3.2M | Hold |
9,310
| – | – | 0.94% | 21 |
|
|
2024
Q1 | $3.57M | Sell |
9,310
-18
| -0.2% | -$6.91K | 1.08% | 20 |
|
|
2023
Q4 | $3.23M | Buy |
9,328
+1
| +0% | +$347 | 1.07% | 19 |
|
|
2023
Q3 | $2.82M | Sell |
9,327
-32
| -0.3% | -$9.67K | 0.86% | 20 |
|
|
2023
Q2 | $2.91M | Hold |
9,359
| – | – | 0.84% | 21 |
|
|
2023
Q1 | $2.76M | Sell |
9,359
-240
| -3% | -$70.8K | 0.81% | 21 |
|
|
2022
Q4 | $3.03M | Buy |
9,599
+18
| +0.2% | +$5.69K | 0.97% | 17 |
|
|
2022
Q3 | $2.64M | Buy |
9,581
+956
| +11% | +$264K | 0.99% | 17 |
|
|
2022
Q2 | $2.37M | Sell |
8,625
-34
| -0.4% | -$9.33K | 0.86% | 21 |
|
|
2022
Q1 | $2.59M | Sell |
8,659
-663
| -7% | -$198K | 1.08% | 16 |
|
|
2021
Q4 | $3.87M | Sell |
9,322
-145
| -2% | -$60.2K | 1.53% | 11 |
|
|
2021
Q3 | $3.11M | Buy |
9,467
+46
| +0.5% | +$15.1K | 1.33% | 12 |
|
|
2021
Q2 | $3M | Sell |
9,421
-75
| -0.8% | -$23.9K | 1.64% | 11 |
|
|
2021
Q1 | $2.9M | Buy |
9,496
+390
| +4% | +$119K | 1.68% | 12 |
|
|
2020
Q4 | $2.42M | Buy |
9,106
+525
| +6% | +$139K | 1.54% | 15 |
|
|
2020
Q3 | $2.38M | Buy |
8,581
+67
| +0.8% | +$18.6K | 1.53% | 13 |
|
|
2020
Q2 | $2.13M | Buy |
8,514
+128
| +2% | +$32.1K | 1.76% | 11 |
|
|
2020
Q1 | $1.57M | Buy |
8,386
+220
| +3% | +$41.1K | 1.53% | 15 |
|
|
2019
Q4 | $1.78M | Sell |
8,166
-91
| -1% | -$19.9K | 1.23% | 19 |
|
|
2019
Q3 | $1.92M | Hold |
8,257
| – | – | 1.58% | 14 |
|
|
2019
Q2 | $1.72M | Buy |
8,257
+19
| +0.2% | +$3.95K | 1.5% | 16 |
|
|
2019
Q1 | $1.58M | Buy |
+8,238
| New | +$1.58M | 1.39% | 19 |
|