KWM
Kingsview Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
63,677
-1,968
| -3% | -$722K | 0.4% | 47 |
|
|
2025
Q1 | $24.1M | Sell |
65,645
-14,274
| -18% | -$5.23M | 0.45% | 37 |
|
|
2024
Q4 | $31.1M | Buy |
79,919
+15,940
| +25% | +$6.2M | 0.61% | 31 |
|
|
2024
Q3 | $25.9M | Sell |
63,979
-520
| -0.8% | -$211K | 0.55% | 38 |
|
|
2024
Q2 | $22.2M | Sell |
64,499
-3,540
| -5% | -$1.22M | 0.52% | 33 |
|
|
2024
Q1 | $26.1M | Buy |
68,039
+6,328
| +10% | +$2.43M | 0.65% | 31 |
|
|
2023
Q4 | $21.4M | Sell |
61,711
-757
| -1% | -$262K | 0.64% | 30 |
|
|
2023
Q3 | $18.9M | Buy |
62,468
+633
| +1% | +$191K | 0.68% | 24 |
|
|
2023
Q2 | $19.2M | Sell |
61,835
-4,534
| -7% | -$1.41M | 0.75% | 22 |
|
|
2023
Q1 | $19.6M | Buy |
66,369
+57
| +0.1% | +$16.8K | 0.82% | 19 |
|
|
2022
Q4 | $20.9M | Buy |
66,312
+609
| +0.9% | +$192K | 0.91% | 18 |
|
|
2022
Q3 | $18.1M | Sell |
65,703
-1,102
| -2% | -$304K | 0.86% | 15 |
|
|
2022
Q2 | $18.3M | Buy |
66,805
+4,005
| +6% | +$1.1M | 0.88% | 11 |
|
|
2022
Q1 | $18.8M | Sell |
62,800
-26,185
| -29% | -$7.84M | 0.83% | 15 |
|
|
2021
Q4 | $36.9M | Buy |
88,985
+28,687
| +48% | +$11.9M | 1.54% | 8 |
|
|
2021
Q3 | $19.8M | Buy |
60,298
+925
| +2% | +$304K | 0.94% | 13 |
|
|
2021
Q2 | $19.1M | Buy |
59,373
+2,559
| +5% | +$823K | 0.94% | 14 |
|
|
2021
Q1 | $17.5M | Sell |
56,814
-4,524
| -7% | -$1.39M | 0.99% | 10 |
|
|
2020
Q4 | $16.3M | Buy |
61,338
+2,539
| +4% | +$674K | 1.18% | 7 |
|
|
2020
Q3 | $16.3M | Buy |
58,799
+3,281
| +6% | +$911K | 1.46% | 6 |
|
|
2020
Q2 | $13.9M | Buy |
55,518
+1,418
| +3% | +$355K | 1.39% | 8 |
|
|
2020
Q1 | $10.1M | Sell |
54,100
-19,282
| -26% | -$3.6M | 1.36% | 7 |
|
|
2019
Q4 | $16M | Buy |
73,382
+6,341
| +9% | +$1.38M | 2.01% | 4 |
|
|
2019
Q3 | $15.6M | Buy |
67,041
+2,351
| +4% | +$545K | 2.44% | 2 |
|
|
2019
Q2 | $13.5M | Sell |
64,690
-605
| -0.9% | -$126K | 2.26% | 4 |
|
|
2019
Q1 | $12.5M | Buy |
65,295
+2,775
| +4% | +$532K | 1.91% | 6 |
|
|
2018
Q4 | $10.7M | Buy |
62,520
+2,319
| +4% | +$398K | 2.34% | 2 |
|
|
2018
Q3 | $12.5M | Buy |
60,201
+1,019
| +2% | +$211K | 2.53% | 2 |
|
|
2018
Q2 | $11.5M | Buy |
59,182
+1,747
| +3% | +$341K | 2.76% | 2 |
|
|
2018
Q1 | $10.2M | Buy |
57,435
+52,693
| +1,111% | +$9.39M | 2.54% | 2 |
|
|
2017
Q4 | $899K | Buy |
4,742
+370
| +8% | +$70.1K | 0.32% | 94 |
|
|
2017
Q3 | $715K | Buy |
4,372
+537
| +14% | +$87.8K | 0.31% | 95 |
|
|
2017
Q2 | $588K | Sell |
3,835
-494
| -11% | -$75.7K | 0.3% | 107 |
|
|
2017
Q1 | $636K | Buy |
+4,329
| New | +$636K | 0.38% | 95 |
|