Lee Financial’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
Q1 | $1.84M | Sell |
5,590
-398
| -7% | -$145K | 0.26% | 41 |
|
|
2025
Q4 | $2.06M | Sell |
5,988
-702
| -10% | -$257K | 0.28% | 35 |
|
|
2025
Q3 | $2.71M | Buy |
6,690
+246
| +4% | +$96.7K | 0.34% | 29 |
|
|
2025
Q2 | $2.36M | Buy |
6,444
+601
| +10% | +$217K | 0.34% | 28 |
|
|
2025
Q1 | $2.14M | Sell |
5,843
-520
| -8% | -$203K | 0.33% | 29 |
|
|
2024
Q4 | $2.48M | Sell |
6,363
-27
| -0.4% | -$11K | 0.35% | 28 |
|
|
2024
Q3 | $2.59M | Buy |
6,390
+341
| +6% | +$124K | 0.37% | 27 |
|
|
2024
Q2 | $2.08M | Buy |
6,049
+269
| +5% | +$91.8K | 0.34% | 27 |
|
|
2024
Q1 | $2.22M | Sell |
5,780
-74
| -1% | -$27K | 0.37% | 27 |
|
|
2023
Q4 | $2.03M | Sell |
5,854
-17
| -0.3% | -$5.26K | 0.36% | 27 |
|
|
2023
Q3 | $1.77M | Sell |
5,871
-204
| -3% | -$65.6K | 0.33% | 31 |
|
|
2023
Q2 | $1.89M | Sell |
6,075
-89
| -1% | -$26.3K | 0.33% | 31 |
|
|
2023
Q1 | $1.82M | Buy |
6,164
+3,968
| +181% | +$1.22M | 0.31% | 37 |
|
|
2022
Q4 | $694K | Hold |
2,196
| – | – | 0.12% | 82 |
|
|
2022
Q3 | $606K | Buy |
2,196
+250
| +13% | +$73.8K | 0.11% | 86 |
|
|
2022
Q2 | $534K | Sell |
1,946
-14
| -0.7% | -$4.13K | 0.1% | 90 |
|
|
2022
Q1 | $587K | Sell |
1,960
-467
| -19% | -$162K | 0.11% | 89 |
|
|
2021
Q4 | $1.01M | Buy |
2,427
+375
| +18% | +$143K | 0.19% | 62 |
|
|
2021
Q3 | $674K | Sell |
2,052
-1
| -0% | -$328 | 0.14% | 79 |
|
|
2021
Q2 | $655K | Sell |
2,053
-9
| -0.4% | -$2.86K | 0.14% | 81 |
|
|
2021
Q1 | $630K | Buy |
2,062
+76
| +4% | +$20.9K | 0.15% | 76 |
|
|
2020
Q4 | $528K | Buy |
1,986
+8
| +0.4% | +$2.2K | 0.14% | 80 |
|
|
2020
Q3 | $549K | Hold |
1,978
| – | – | 0.15% | 76 |
|
|
2020
Q2 | $496K | Buy |
1,978
+1,000
| +102% | +$229K | 0.14% | 83 |
|
|
2020
Q1 | $183K | Sell |
978
-400
| -29% | -$87.8K | 0.06% | 107 |
|
|
2019
Q4 | $301K | Sell |
1,378
-195
| -12% | -$44.2K | 0.07% | 108 |
|
|
2019
Q3 | $365K | Hold |
1,573
| – | – | 0.08% | 96 |
|
|
2019
Q2 | $327K | Hold |
1,573
| – | – | 0.07% | 103 |
|
|
2019
Q1 | $302K | Buy |
1,573
+400
| +34% | +$73.4K | 0.07% | 100 |
|
|
2018
Q4 | $202K | Sell |
1,173
-69
| -6% | -$12.4K | 0.05% | 113 |
|
|
2018
Q3 | $257K | Sell |
1,242
-1,267
| -50% | -$255K | 0.06% | 112 |
|
|
2018
Q2 | $490K | Sell |
2,509
-25
| -1% | -$4.67K | 0.12% | 85 |
|
|
2018
Q1 | $452K | Buy |
2,534
+673
| +36% | +$126K | 0.11% | 89 |
|
|
2017
Q4 | $353K | Sell |
1,861
-332
| -15% | -$57.3K | 0.1% | 93 |
|
|
2017
Q3 | $359K | Buy |
2,193
+39
| +2% | +$5.98K | 0.12% | 87 |
|
|
2017
Q2 | $330K | Buy |
2,154
+15
| +0.7% | +$2.3K | 0.12% | 92 |
|
|
2017
Q1 | $314K | Sell |
2,139
-104
| -5% | -$14.8K | 0.13% | 94 |
|
|
2016
Q4 | $301K | Buy |
+2,243
| New | +$289K | 0.17% | 89 |
|
Other funds holding HD
VCM
VPM
