Legacy Wealth Management (Mississippi)’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
873
-56
| -6% | -$20.5K | 0.1% | 72 |
|
|
2025
Q1 | $340K | Sell |
929
-387
| -29% | -$142K | 0.11% | 74 |
|
|
2024
Q4 | $512K | Buy |
1,316
+28
| +2% | +$10.9K | 0.2% | 67 |
|
|
2024
Q3 | $522K | Buy |
1,288
+387
| +43% | +$157K | 0.19% | 71 |
|
|
2024
Q2 | $310K | Hold |
901
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $346K | Hold |
901
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $312K | Sell |
901
-35
| -4% | -$12.1K | 0.15% | 67 |
|
|
2023
Q3 | $283K | Sell |
936
-140
| -13% | -$42.3K | 0.15% | 69 |
|
|
2023
Q2 | $334K | Sell |
1,076
-18
| -2% | -$5.59K | 0.17% | 67 |
|
|
2023
Q1 | $323K | Hold |
1,094
| – | – | 0.18% | 68 |
|
|
2022
Q4 | $346K | Hold |
1,094
| – | – | 0.2% | 66 |
|
|
2022
Q3 | $302K | Hold |
1,094
| – | – | 0.2% | 71 |
|
|
2022
Q2 | $300K | Hold |
1,094
| – | – | 0.18% | 75 |
|
|
2022
Q1 | $327K | Hold |
1,094
| – | – | 0.17% | 84 |
|
|
2021
Q4 | $454K | Sell |
1,094
-163
| -13% | -$67.6K | 0.23% | 77 |
|
|
2021
Q3 | $413K | Hold |
1,257
| – | – | 0.22% | 82 |
|
|
2021
Q2 | $401K | Buy |
1,257
+100
| +9% | +$31.9K | 0.22% | 79 |
|
|
2021
Q1 | $353K | Buy |
1,157
+170
| +17% | +$51.9K | 0.21% | 79 |
|
|
2020
Q4 | $262K | Sell |
987
-200
| -17% | -$53.1K | 0.17% | 85 |
|
|
2020
Q3 | $330K | Buy |
1,187
+33
| +3% | +$9.16K | 0.23% | 82 |
|
|
2020
Q2 | $289K | Buy |
+1,154
| New | +$289K | 0.22% | 83 |
|