LifePlan Investment 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
$323K Sell
881
-19
-2% -$6.97K 0.16% 88
2025
Q1
$330K Sell
900
-5
-0.6% -$1.83K 0.19% 79
2024
Q4
$352K Buy
905
+59
+7% +$23K 0.22% 76
2024
Q3
$343K Sell
846
-30
-3% -$12.2K 0.22% 71
2024
Q2
$302K Buy
876
+39
+5% +$13.4K 0.22% 71
2024
Q1
$321K Buy
837
+12
+1% +$4.6K 0.26% 64
2023
Q4
$286K Buy
825
+68
+9% +$23.6K 0.26% 53
2023
Q3
$229K Buy
+757
New +$229K 0.24% 58