LWM
Lakeridge Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
1,348
-180
| -12% | -$66K | 0.23% | 82 |
|
|
2025
Q1 | $560K | Buy |
1,528
+49
| +3% | +$18K | 0.28% | 71 |
|
|
2024
Q4 | $575K | Buy |
1,479
+6
| +0.4% | +$2.34K | 0.3% | 72 |
|
|
2024
Q3 | $597K | Sell |
1,473
-29
| -2% | -$11.7K | 0.33% | 67 |
|
|
2024
Q2 | $517K | Buy |
1,502
+95
| +7% | +$32.7K | 0.31% | 67 |
|
|
2024
Q1 | $540K | Buy |
1,407
+4
| +0.3% | +$1.54K | 0.35% | 58 |
|
|
2023
Q4 | $486K | Buy |
+1,403
| New | +$486K | 0.35% | 59 |
|