LA
Legacy Advisors’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,393
| Closed | -$4.18M | – | 184 |
|
2025
Q1 | $4.18M | Sell |
11,393
-986
| -8% | -$361K | 0.43% | 46 |
|
2024
Q4 | $4.82M | Buy |
12,379
+55
| +0.4% | +$21.4K | 0.47% | 39 |
|
2024
Q3 | $4.99M | Buy |
12,324
+756
| +7% | +$306K | 0.54% | 35 |
|
2024
Q2 | $3.98M | Sell |
11,568
-1,144
| -9% | -$394K | 0.48% | 35 |
|
2024
Q1 | $4.88M | Sell |
12,712
-472
| -4% | -$181K | 0.62% | 29 |
|
2023
Q4 | $4.57M | Buy |
13,184
+1,911
| +17% | +$662K | 0.59% | 28 |
|
2023
Q3 | $3.41M | Buy |
11,273
+1,042
| +10% | +$315K | 0.55% | 39 |
|
2023
Q2 | $3.18M | Buy |
10,231
+2,782
| +37% | +$864K | 0.47% | 49 |
|
2023
Q1 | $2.2M | Buy |
7,449
+485
| +7% | +$143K | 0.41% | 60 |
|
2022
Q4 | $2.2M | Buy |
6,964
+1,334
| +24% | +$421K | 0.4% | 53 |
|
2022
Q3 | $1.55M | Sell |
5,630
-241
| -4% | -$66.5K | 0.34% | 58 |
|
2022
Q2 | $1.61M | Buy |
5,871
+2,220
| +61% | +$609K | 0.34% | 53 |
|
2022
Q1 | $1.09M | Buy |
3,651
+3,036
| +494% | +$909K | 0.21% | 70 |
|
2021
Q4 | $255K | Sell |
615
-13
| -2% | -$5.39K | 0.09% | 109 |
|
2021
Q3 | $206K | Buy |
+628
| New | +$206K | 0.08% | 123 |
|
2019
Q3 | – | Sell |
-892
| Closed | -$186K | – | 199 |
|
2019
Q2 | $186K | Buy |
892
+295
| +49% | +$61.5K | 0.13% | 116 |
|
2019
Q1 | $115K | Buy |
+597
| New | +$115K | 0.04% | 144 |
|
2018
Q4 | – | Sell |
-847
| Closed | -$175K | – | 226 |
|
2018
Q3 | $175K | Buy |
847
+250
| +42% | +$51.7K | 0.09% | 145 |
|
2018
Q2 | $116K | Hold |
597
| – | – | 0.09% | 125 |
|
2018
Q1 | $103K | Buy |
597
+437
| +273% | +$75.4K | 0.08% | 115 |
|
2017
Q4 | $30K | Sell |
160
-31
| -16% | -$5.81K | 0.03% | 156 |
|
2017
Q3 | $31K | Buy |
+191
| New | +$31K | 0.03% | 133 |
|