KWB Wealth’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 | $810K | Buy |
2,210
+8
| +0.4% | +$2.93K | 0.1% | 82 |
|
|
2025
Q1 | $857K | Buy |
2,202
+111
| +5% | +$43.2K | 0.1% | 80 |
|
|
2024
Q4 | $847K | Buy |
2,091
+7
| +0.3% | +$2.84K | 0.11% | 69 |
|
|
2024
Q3 | $718K | Buy |
2,084
+53
| +3% | +$18.2K | 0.09% | 68 |
|
|
2024
Q2 | $779K | Hold |
2,031
| – | – | 0.11% | 70 |
|
|
2024
Q1 | $779K | Buy |
2,031
+7
| +0.3% | +$2.69K | 0.1% | 70 |
|
|
2023
Q4 | $702K | Buy |
2,024
+12
| +0.6% | +$4.16K | 0.1% | 69 |
|
|
2023
Q3 | $625K | Hold |
2,012
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $625K | Buy |
2,012
+380
| +23% | +$118K | 0.1% | 65 |
|
|
2023
Q1 | $515K | Buy |
+1,632
| New | +$515K | 0.1% | 72 |
|
|
2022
Q4 | – | Sell |
-1,625
| Closed | -$449K | – | 115 |
|
|
2022
Q3 | $449K | Buy |
1,625
+7
| +0.4% | +$1.93K | 0.09% | 63 |
|
|
2022
Q2 | $444K | Buy |
1,618
+14
| +0.9% | +$3.84K | 0.09% | 64 |
|
|
2022
Q1 | $665K | Hold |
1,604
| – | – | 0.11% | 46 |
|
|
2021
Q4 | $665K | Buy |
1,604
+3
| +0.2% | +$1.24K | 0.11% | 47 |
|
|
2021
Q3 | $526K | Buy |
1,601
+117
| +8% | +$38.4K | 0.09% | 52 |
|
|
2021
Q2 | $453K | Hold |
1,484
| – | – | 0.09% | 54 |
|
|
2021
Q1 | $453K | Sell |
1,484
-14
| -0.9% | -$4.27K | 0.09% | 54 |
|
|
2020
Q4 | $398K | Buy |
+1,498
| New | +$398K | 0.08% | 53 |
|