KWA
Kingswood Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
9,152
-84
| -0.9% | -$30.8K | 0.27% | 87 |
|
|
2025
Q1 | $3.38M | Sell |
9,236
-860
| -9% | -$315K | 0.31% | 74 |
|
|
2024
Q4 | $3.93M | Sell |
10,096
-7,311
| -42% | -$2.84M | 0.29% | 67 |
|
|
2024
Q3 | $7.05M | Buy |
17,407
+2,756
| +19% | +$1.12M | 0.5% | 33 |
|
|
2024
Q2 | $5.04M | Buy |
14,651
+3,696
| +34% | +$1.27M | 0.45% | 37 |
|
|
2024
Q1 | $4.2M | Sell |
10,955
-1,809
| -14% | -$694K | 0.48% | 34 |
|
|
2023
Q4 | $4.42M | Buy |
12,764
+9,469
| +287% | +$3.28M | 0.5% | 36 |
|
|
2023
Q3 | $3.11M | Sell |
3,295
-586
| -15% | -$552K | 0.53% | 44 |
|
|
2023
Q2 | $1.21M | Buy |
+3,881
| New | +$1.21M | 0.38% | 64 |
|