Ledge Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.8M | Buy |
8,083
+2,090
| +35% | +$724K | 1.09% | 22 |
|
|
2023
Q3 | $1.81M | Buy |
5,993
+571
| +11% | +$173K | 0.81% | 39 |
|
|
2023
Q2 | $1.68M | Sell |
5,422
-812
| -13% | -$252K | 0.8% | 37 |
|
|
2023
Q1 | $1.84M | Buy |
6,234
+342
| +6% | +$101K | 0.87% | 39 |
|
|
2022
Q4 | $1.86M | Buy |
5,892
+2,290
| +64% | +$723K | 0.85% | 37 |
|
|
2022
Q3 | $994K | Sell |
3,602
-814
| -18% | -$225K | 0.61% | 42 |
|
|
2022
Q2 | $1.21M | Buy |
4,416
+767
| +21% | +$210K | 0.74% | 42 |
|
|
2022
Q1 | $1.09M | Buy |
+3,649
| New | +$1.09M | 0.68% | 41 |
|