LWA
Lineweaver Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
10,895
+191
| +2% | +$70K | 0.63% | 35 |
|
|
2025
Q1 | $3.92M | Buy |
10,704
+1,154
| +12% | +$423K | 0.67% | 32 |
|
|
2024
Q4 | $3.72M | Buy |
9,550
+981
| +11% | +$382K | 0.69% | 32 |
|
|
2024
Q3 | $3.48M | Buy |
8,569
+348
| +4% | +$141K | 0.66% | 32 |
|
|
2024
Q2 | $2.83M | Buy |
8,221
+371
| +5% | +$128K | 0.59% | 36 |
|
|
2024
Q1 | $3.01M | Buy |
7,850
+287
| +4% | +$110K | 0.72% | 32 |
|
|
2023
Q4 | $2.63M | Buy |
7,563
+1,365
| +22% | +$474K | 0.68% | 32 |
|
|
2023
Q3 | $1.88M | Buy |
6,198
+332
| +6% | +$101K | 0.55% | 38 |
|
|
2023
Q2 | $1.83M | Buy |
5,866
+302
| +5% | +$94K | 0.52% | 41 |
|
|
2023
Q1 | $1.64M | Buy |
5,564
+618
| +12% | +$183K | 0.51% | 46 |
|
|
2022
Q4 | $1.56M | Sell |
4,946
-140
| -3% | -$44.3K | 0.47% | 44 |
|
|
2022
Q3 | $1.41M | Buy |
5,086
+829
| +19% | +$229K | 0.46% | 48 |
|
|
2022
Q2 | $1.17M | Buy |
4,257
+379
| +10% | +$104K | 0.39% | 52 |
|
|
2022
Q1 | $1.16M | Buy |
3,878
+1,377
| +55% | +$412K | 0.33% | 55 |
|
|
2021
Q4 | $1.04M | Buy |
2,501
+62
| +3% | +$25.7K | 0.3% | 54 |
|
|
2021
Q3 | $800K | Buy |
2,439
+251
| +11% | +$82.3K | 0.24% | 61 |
|
|
2021
Q2 | $697K | Buy |
2,188
+74
| +4% | +$23.6K | 0.23% | 58 |
|
|
2021
Q1 | $645K | Buy |
2,114
+218
| +11% | +$66.5K | 0.23% | 56 |
|
|
2020
Q4 | $503K | Buy |
1,896
+219
| +13% | +$58.1K | 0.2% | 54 |
|
|
2020
Q3 | $465K | Buy |
1,677
+148
| +10% | +$41K | 0.21% | 55 |
|
|
2020
Q2 | $383K | Buy |
1,529
+22
| +1% | +$5.51K | 0.19% | 52 |
|
|
2020
Q1 | $261K | Buy |
+1,507
| New | +$261K | 0.16% | 64 |
|