LWAC
Laurel Wealth Advisors (California)’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.88M | Buy |
24,959
+91
| +0.4% | +$28.7K | 0.78% | 27 |
|
|
2022
Q3 | $6.86M | Sell |
24,868
-1,152
| -4% | -$318K | 0.73% | 26 |
|
|
2022
Q2 | $7.14M | Sell |
26,020
-4,297
| -14% | -$1.18M | 0.73% | 26 |
|
|
2022
Q1 | $9.08M | Sell |
30,317
-984
| -3% | -$295K | 0.75% | 25 |
|
|
2021
Q4 | $13M | Buy |
31,301
+5,150
| +20% | +$2.14M | 1% | 11 |
|
|
2021
Q3 | $8.58M | Buy |
26,151
+599
| +2% | +$197K | 1.58% | 7 |
|
|
2021
Q2 | $8.15M | Buy |
25,552
+321
| +1% | +$102K | 1.06% | 14 |
|
|
2021
Q1 | $7.7M | Sell |
25,231
-1,952
| -7% | -$596K | 1.17% | 13 |
|
|
2020
Q4 | $7.22M | Sell |
27,183
-1,552
| -5% | -$412K | 1.06% | 15 |
|
|
2020
Q3 | $7.98M | Sell |
28,735
-590
| -2% | -$164K | 1.32% | 13 |
|
|
2020
Q2 | $7.35M | Sell |
29,325
-406
| -1% | -$102K | 1.34% | 10 |
|
|
2020
Q1 | $5.55M | Buy |
29,731
+4,696
| +19% | +$877K | 1.28% | 11 |
|
|
2019
Q4 | $5.47M | Sell |
25,035
-2,410
| -9% | -$526K | 0.92% | 19 |
|
|
2019
Q3 | $6.37M | Buy |
27,445
+3,047
| +12% | +$707K | 1.09% | 11 |
|
|
2019
Q2 | $5.07M | Buy |
24,398
+414
| +2% | +$86.1K | 1.11% | 17 |
|
|
2019
Q1 | $4.6M | Buy |
23,984
+1,257
| +6% | +$241K | 1.13% | 15 |
|
|
2018
Q4 | $3.91M | Buy |
22,727
+763
| +3% | +$131K | 1.15% | 16 |
|
|
2018
Q3 | $4.55M | Buy |
21,964
+1,866
| +9% | +$386K | 1.12% | 15 |
|
|
2018
Q2 | $3.92M | Buy |
20,098
+4,217
| +27% | +$823K | 1.05% | 19 |
|
|
2018
Q1 | $2.83M | Sell |
15,881
-930
| -6% | -$166K | 0.88% | 22 |
|
|
2017
Q4 | $3.19M | Buy |
16,811
+8,279
| +97% | +$1.57M | 0.92% | 21 |
|
|
2017
Q3 | $1.4M | Buy |
8,532
+1,400
| +20% | +$229K | 0.47% | 63 |
|
|
2017
Q2 | $1.09M | Sell |
7,132
-380
| -5% | -$58.3K | 0.39% | 77 |
|
|
2017
Q1 | $1.1M | Buy |
7,512
+1,001
| +15% | +$147K | 0.43% | 72 |
|
|
2016
Q4 | $872K | Buy |
6,511
+345
| +6% | +$46.2K | 0.39% | 73 |
|
|
2016
Q3 | $793K | Sell |
6,166
-224
| -4% | -$28.8K | 0.38% | 73 |
|
|
2016
Q2 | $816K | Buy |
6,390
+251
| +4% | +$32.1K | 0.39% | 68 |
|
|
2016
Q1 | $819K | Sell |
6,139
-102
| -2% | -$13.6K | 0.41% | 67 |
|
|
2015
Q4 | $825K | Buy |
+6,241
| New | +$825K | 0.43% | 66 |
|