Levy Wealth Management Group’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $459K | Buy |
1,334
+257
| +24% | +$88.4K | 0.12% | 63 |
|
|
2024
Q1 | $373K | Hold |
1,077
| – | – | 0.1% | 69 |
|
|
2023
Q4 | $373K | Buy |
1,077
+6
| +0.6% | +$2.08K | 0.1% | 69 |
|
|
2023
Q3 | $324K | Buy |
1,071
+22
| +2% | +$6.65K | 0.1% | 75 |
|
|
2023
Q2 | $326K | Buy |
1,049
+6
| +0.6% | +$1.86K | 0.1% | 77 |
|
|
2023
Q1 | $308K | Buy |
1,043
+6
| +0.6% | +$1.77K | 0.09% | 79 |
|
|
2022
Q4 | $328K | Buy |
1,037
+6
| +0.6% | +$1.9K | 0.11% | 66 |
|
|
2022
Q3 | $285K | Buy |
1,031
+152
| +17% | +$42K | 0.12% | 63 |
|
|
2022
Q2 | $241K | Buy |
879
+9
| +1% | +$2.47K | 0.11% | 60 |
|
|
2022
Q1 | $260K | Sell |
870
-139
| -14% | -$41.5K | 0.11% | 60 |
|
|
2021
Q4 | $419K | Buy |
1,009
+3
| +0.3% | +$1.25K | 0.19% | 45 |
|
|
2021
Q3 | $330K | Buy |
1,006
+4
| +0.4% | +$1.31K | 0.18% | 49 |
|
|
2021
Q2 | $320K | Buy |
1,002
+262
| +35% | +$83.7K | 0.18% | 49 |
|
|
2021
Q1 | $226K | Buy |
+740
| New | +$226K | 0.15% | 58 |
|