Level Financial Advisors’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 | $220K | Buy |
600
+2
| +0.3% | +$733 | 0.07% | 88 |
|
|
2025
Q1 | $219K | Sell |
598
-49
| -8% | -$18K | 0.07% | 83 |
|
|
2024
Q4 | $252K | Buy |
647
+37
| +6% | +$14.4K | 0.09% | 74 |
|
|
2024
Q3 | $247K | Buy |
+610
| New | +$247K | 0.09% | 71 |
|
|
2024
Q1 | – | Sell |
-476
| Closed | -$165K | – | 146 |
|
|
2023
Q4 | $165K | Sell |
476
-21
| -4% | -$7.28K | 0.08% | 69 |
|
|
2023
Q3 | $150K | Hold |
497
| – | – | 0.08% | 65 |
|
|
2023
Q2 | $154K | Buy |
497
+21
| +4% | +$6.53K | 0.09% | 65 |
|
|
2023
Q1 | $140K | Sell |
476
-4
| -0.8% | -$1.18K | 0.08% | 61 |
|
|
2022
Q4 | $152K | Buy |
480
+4
| +0.8% | +$1.27K | 0.1% | 56 |
|
|
2022
Q3 | $131K | Sell |
476
-129
| -21% | -$35.5K | 0.1% | 62 |
|
|
2022
Q2 | $166K | Sell |
605
-78
| -11% | -$21.4K | 0.12% | 51 |
|
|
2022
Q1 | $204K | Sell |
683
-38
| -5% | -$11.4K | 0.16% | 43 |
|
|
2021
Q4 | $299K | Buy |
+721
| New | +$299K | 0.23% | 34 |
|