Klingman & Associates’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 | $2.49M | Sell |
6,781
-308
| -4% | -$113K | 0.14% | 66 |
|
|
2025
Q1 | $2.6M | Sell |
7,089
-660
| -9% | -$242K | 0.16% | 62 |
|
|
2024
Q4 | $3.01M | Sell |
7,749
-503
| -6% | -$196K | 0.19% | 53 |
|
|
2024
Q3 | $3.34M | Buy |
8,252
+2,308
| +39% | +$935K | 0.21% | 54 |
|
|
2024
Q2 | $2.05M | Buy |
5,944
+222
| +4% | +$76.4K | 0.14% | 66 |
|
|
2024
Q1 | $2.19M | Buy |
5,722
+26
| +0.5% | +$9.97K | 0.15% | 62 |
|
|
2023
Q4 | $1.97M | Sell |
5,696
-5
| -0.1% | -$1.73K | 0.14% | 63 |
|
|
2023
Q3 | $1.72M | Sell |
5,701
-57
| -1% | -$17.2K | 0.14% | 65 |
|
|
2023
Q2 | $1.79M | Buy |
5,758
+48
| +0.8% | +$14.9K | 0.14% | 63 |
|
|
2023
Q1 | $1.69M | Buy |
5,710
+31
| +0.5% | +$9.15K | 0.15% | 62 |
|
|
2022
Q4 | $1.79M | Sell |
5,679
-1,651
| -23% | -$521K | 0.16% | 58 |
|
|
2022
Q3 | $2.02M | Buy |
7,330
+17
| +0.2% | +$4.69K | 0.2% | 51 |
|
|
2022
Q2 | $2.01M | Sell |
7,313
-1,833
| -20% | -$503K | 0.2% | 51 |
|
|
2022
Q1 | $2.74M | Buy |
9,146
+4,506
| +97% | +$1.35M | 0.23% | 44 |
|
|
2021
Q4 | $1.93M | Buy |
4,640
+29
| +0.6% | +$12K | 0.17% | 50 |
|
|
2021
Q3 | $1.51M | Sell |
4,611
-68
| -1% | -$22.3K | 0.14% | 58 |
|
|
2021
Q2 | $1.49M | Sell |
4,679
-176
| -4% | -$56.1K | 0.14% | 55 |
|
|
2021
Q1 | $1.48M | Buy |
4,855
+498
| +11% | +$152K | 0.15% | 52 |
|
|
2020
Q4 | $1.16M | Buy |
4,357
+118
| +3% | +$31.3K | 0.13% | 54 |
|
|
2020
Q3 | $1.18M | Buy |
4,239
+532
| +14% | +$148K | 0.16% | 50 |
|
|
2020
Q2 | $929K | Sell |
3,707
-116
| -3% | -$29.1K | 0.14% | 54 |
|
|
2020
Q1 | $714K | Sell |
3,823
-905
| -19% | -$169K | 0.15% | 60 |
|
|
2019
Q4 | $1.03M | Buy |
4,728
+675
| +17% | +$147K | 0.17% | 53 |
|
|
2019
Q3 | $940K | Hold |
4,053
| – | – | 0.17% | 52 |
|
|
2019
Q2 | $843K | Buy |
4,053
+41
| +1% | +$8.53K | 0.16% | 54 |
|
|
2019
Q1 | $770K | Buy |
4,012
+346
| +9% | +$66.4K | 0.15% | 57 |
|
|
2018
Q4 | $630K | Sell |
3,666
-35
| -0.9% | -$6.02K | 0.14% | 55 |
|
|
2018
Q3 | $767K | Buy |
3,701
+415
| +13% | +$86K | 0.16% | 54 |
|
|
2018
Q2 | $641K | Sell |
3,286
-76
| -2% | -$14.8K | 0.14% | 57 |
|
|
2018
Q1 | $599K | Buy |
3,362
+58
| +2% | +$10.3K | 0.13% | 59 |
|
|
2017
Q4 | $626K | Buy |
+3,304
| New | +$626K | 0.14% | 61 |
|
|
2017
Q1 | – | Sell |
-1,789
| Closed | -$240K | – | 97 |
|
|
2016
Q4 | $240K | Sell |
1,789
-578
| -24% | -$77.5K | 0.07% | 82 |
|
|
2016
Q3 | $305K | Hold |
2,367
| – | – | 0.09% | 76 |
|
|
2016
Q2 | $302K | Hold |
2,367
| – | – | 0.1% | 74 |
|
|
2016
Q1 | $316K | Hold |
2,367
| – | – | 0.11% | 74 |
|
|
2015
Q4 | $313K | Hold |
2,367
| – | – | 0.12% | 81 |
|
|
2015
Q3 | $273K | Hold |
2,367
| – | – | 0.11% | 87 |
|
|
2015
Q2 | $263K | Hold |
2,367
| – | – | 0.1% | 75 |
|
|
2015
Q1 | $269K | Hold |
2,367
| – | – | 0.11% | 74 |
|
|
2014
Q4 | $248K | Buy |
+2,367
| New | +$248K | 0.1% | 76 |
|