KMG Fiduciary Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.23M | Buy |
11,985
+5,678
| +90% | +$1.85M | 0.39% | 63 |
|
|
2026
Q1 | $2.07M | Buy |
6,307
+312
| +5% | +$114K | 0.15% | 130 |
|
|
2025
Q4 | $2.06M | Sell |
5,995
-8
| -0.1% | -$2.93K | 0.15% | 129 |
|
|
2025
Q3 | $2.43M | Buy |
6,003
+1,280
| +27% | +$503K | 0.16% | 127 |
|
|
2025
Q2 | $1.73M | Buy |
4,723
+17
| +0.4% | +$6.15K | 0.13% | 147 |
|
|
2025
Q1 | $1.72M | Buy |
4,706
+4
| +0.1% | +$1.56K | 0.14% | 145 |
|
|
2024
Q4 | $1.83M | Sell |
4,702
-145
| -3% | -$59.2K | 0.15% | 131 |
|
|
2024
Q3 | $1.96M | Buy |
4,847
+6
| +0.1% | +$2.19K | 0.17% | 126 |
|
|
2024
Q2 | $1.67M | Buy |
4,841
+24
| +0.5% | +$8.19K | 0.16% | 106 |
|
|
2024
Q1 | $1.85M | Sell |
4,817
-159
| -3% | -$58.1K | 0.19% | 103 |
|
|
2023
Q4 | $1.72M | Buy |
4,976
+23
| +0.5% | +$7.12K | 0.2% | 108 |
|
|
2023
Q3 | $1.5M | Sell |
4,953
-42
| -0.8% | -$13.5K | 0.2% | 115 |
|
|
2023
Q2 | $1.55M | Buy |
4,995
+344
| +7% | +$102K | 0.2% | 116 |
|
|
2023
Q1 | $1.37M | Sell |
4,651
-53
| -1% | -$16.2K | 0.2% | 124 |
|
|
2022
Q4 | $1.49M | Sell |
4,704
-1,586
| -25% | -$483K | 0.24% | 102 |
|
|
2022
Q3 | $1.74M | Sell |
6,290
-123
| -2% | -$36.3K | 0.33% | 79 |
|
|
2022
Q2 | $1.76M | Buy |
6,413
+172
| +3% | +$50.8K | 0.33% | 78 |
|
|
2022
Q1 | $1.87M | Sell |
6,241
-103
| -2% | -$35.7K | 0.3% | 83 |
|
|
2021
Q4 | $2.63M | Sell |
6,344
-273
| -4% | -$104K | 0.41% | 63 |
|
|
2021
Q3 | $2.17M | Sell |
6,617
-2,409
| -27% | -$791K | 0.37% | 62 |
|
|
2021
Q2 | $2.88M | Buy |
9,026
+95
| +1% | +$30.2K | 0.51% | 49 |
|
|
2021
Q1 | $2.73M | Buy |
8,931
+3,292
| +58% | +$907K | 0.53% | 47 |
|
|
2020
Q4 | $1.5M | Buy |
5,639
+101
| +2% | +$27.8K | 0.32% | 74 |
|
|
2020
Q3 | $1.54M | Sell |
5,538
-539
| -9% | -$146K | 0.38% | 59 |
|
|
2020
Q2 | $1.52M | Buy |
6,077
+101
| +2% | +$23.1K | 0.42% | 57 |
|
|
2020
Q1 | $1.12M | Buy |
5,976
+1,577
| +36% | +$346K | 0.36% | 62 |
|
|
2019
Q4 | $961K | Buy |
4,399
+3,527
| +404% | +$799K | 0.29% | 59 |
|
|
2019
Q3 | $202K | Buy |
+872
| New | +$191K | 0.07% | 111 |
|
Other funds holding HD
SP
HCM
CRM
CIM
CNB
DC