LWAM
Legacy Wealth Asset Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
1,983
-2
| -0.1% | -$733 | 0.18% | 159 |
|
|
2025
Q1 | $727K | Sell |
1,985
-26
| -1% | -$9.53K | 0.2% | 150 |
|
|
2024
Q4 | $782K | Sell |
2,011
-35
| -2% | -$13.6K | 0.21% | 127 |
|
|
2024
Q3 | $829K | Sell |
2,046
-6
| -0.3% | -$2.43K | 0.22% | 118 |
|
|
2024
Q2 | $706K | Hold |
2,052
| – | – | 0.2% | 140 |
|
|
2024
Q1 | $787K | Sell |
2,052
-1
| -0% | -$384 | 0.22% | 130 |
|
|
2023
Q4 | $711K | Sell |
2,053
-15
| -0.7% | -$5.2K | 0.23% | 135 |
|
|
2023
Q3 | $625K | Hold |
2,068
| – | – | 0.23% | 141 |
|
|
2023
Q2 | $642K | Buy |
2,068
+4
| +0.2% | +$1.24K | 0.22% | 149 |
|
|
2023
Q1 | $609K | Sell |
2,064
-20
| -1% | -$5.9K | 0.22% | 153 |
|
|
2022
Q4 | $658K | Buy |
2,084
+3
| +0.1% | +$948 | 0.25% | 140 |
|
|
2022
Q3 | $574K | Sell |
2,081
-894
| -30% | -$247K | 0.25% | 139 |
|
|
2022
Q2 | $816K | Buy |
2,975
+53
| +2% | +$14.5K | 0.33% | 117 |
|
|
2022
Q1 | $875K | Buy |
2,922
+107
| +4% | +$32K | 0.31% | 127 |
|
|
2021
Q4 | $1.17M | Sell |
2,815
-12
| -0.4% | -$4.98K | 0.4% | 66 |
|
|
2021
Q3 | $928K | Buy |
2,827
+26
| +0.9% | +$8.54K | 0.42% | 76 |
|
|
2021
Q2 | $893K | Buy |
2,801
+42
| +2% | +$13.4K | 0.4% | 86 |
|
|
2021
Q1 | $842K | Buy |
2,759
+53
| +2% | +$16.2K | 0.39% | 88 |
|
|
2020
Q4 | $719K | Buy |
+2,706
| New | +$719K | 0.36% | 104 |
|