LWM
Liberty Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
2,264
-6
| -0.3% | -$2.2K | 0.13% | 93 |
|
|
2025
Q1 | $832K | Sell |
2,270
-99
| -4% | -$36.3K | 0.16% | 68 |
|
|
2024
Q4 | $922K | Buy |
2,369
+46
| +2% | +$17.9K | 0.15% | 82 |
|
|
2024
Q3 | $941K | Sell |
2,323
-13,840
| -86% | -$5.61M | 0.16% | 80 |
|
|
2024
Q2 | $719K | Buy |
16,163
+14,106
| +686% | +$627K | 0.13% | 90 |
|
|
2024
Q1 | $789K | Sell |
2,057
-39
| -2% | -$15K | 0.15% | 83 |
|
|
2023
Q4 | $727K | Sell |
2,096
-8
| -0.4% | -$2.78K | 0.16% | 75 |
|
|
2023
Q3 | $636K | Sell |
2,104
-6
| -0.3% | -$1.81K | 0.16% | 75 |
|
|
2023
Q2 | $949K | Buy |
2,110
+13
| +0.6% | +$5.85K | 0.23% | 56 |
|
|
2023
Q1 | $620K | Buy |
+2,097
| New | +$620K | 0.13% | 102 |
|
|
2022
Q3 | $571K | Buy |
2,071
+51
| +3% | +$14.1K | 0.15% | 78 |
|
|
2022
Q2 | $554K | Buy |
2,020
+91
| +5% | +$25K | 0.22% | 77 |
|
|
2022
Q1 | $577K | Sell |
1,929
-68
| -3% | -$20.3K | 0.21% | 70 |
|
|
2021
Q4 | $2.9K | Sell |
1,997
-290
| -13% | -$421 | 0.13% | 44 |
|
|
2021
Q3 | $763K | Buy |
2,287
+355
| +18% | +$118K | 0.27% | 55 |
|
|
2021
Q2 | $616K | Buy |
1,932
+39
| +2% | +$12.4K | 0.24% | 61 |
|
|
2021
Q1 | $511K | Hold |
1,893
| – | – | 0.25% | 63 |
|
|
2020
Q4 | $511K | Buy |
1,893
+107
| +6% | +$28.9K | 0.25% | 63 |
|
|
2020
Q3 | $496K | Sell |
1,786
-19
| -1% | -$5.28K | 0.29% | 54 |
|
|
2020
Q2 | $452K | Buy |
1,805
+141
| +8% | +$35.3K | 0.32% | 51 |
|
|
2020
Q1 | $311K | Sell |
1,664
-37
| -2% | -$6.92K | 0.27% | 60 |
|
|
2019
Q4 | $371K | Buy |
1,701
+141
| +9% | +$30.8K | 0.29% | 64 |
|
|
2019
Q3 | $362K | Buy |
1,560
+583
| +60% | +$135K | 0.34% | 56 |
|
|
2019
Q2 | $203K | Buy |
977
+369
| +61% | +$76.7K | 0.18% | 105 |
|
|
2019
Q1 | $116K | Buy |
608
+41
| +7% | +$7.82K | 0.09% | 126 |
|
|
2018
Q4 | $97K | Buy |
+567
| New | +$97K | 0.07% | 133 |
|