Lipe & Dalton’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 | $374K | Hold |
1,020
| – | – | 0.2% | 61 |
|
|
2025
Q1 | $374K | Buy |
1,020
+100
| +11% | +$36.7K | 0.21% | 63 |
|
|
2024
Q4 | $358K | Sell |
920
-50
| -5% | -$19.5K | 0.19% | 65 |
|
|
2024
Q3 | $393K | Hold |
970
| – | – | 0.2% | 68 |
|
|
2024
Q2 | $334K | Hold |
970
| – | – | 0.18% | 71 |
|
|
2024
Q1 | $372K | Hold |
970
| – | – | 0.19% | 68 |
|
|
2023
Q4 | $336K | Sell |
970
-36
| -4% | -$12.5K | 0.18% | 69 |
|
|
2023
Q3 | $304K | Hold |
1,006
| – | – | 0.18% | 71 |
|
|
2023
Q2 | $313K | Hold |
1,006
| – | – | 0.18% | 70 |
|
|
2023
Q1 | $297K | Hold |
1,006
| – | – | 0.17% | 69 |
|
|
2022
Q4 | $318K | Sell |
1,006
-30
| -3% | -$9.48K | 0.18% | 66 |
|
|
2022
Q3 | $286K | Hold |
1,036
| – | – | 0.18% | 66 |
|
|
2022
Q2 | $284K | Hold |
1,036
| – | – | 0.17% | 69 |
|
|
2022
Q1 | $310K | Sell |
1,036
-90
| -8% | -$26.9K | 0.15% | 69 |
|
|
2021
Q4 | $467K | Hold |
1,126
| – | – | 0.22% | 62 |
|
|
2021
Q3 | $370K | Hold |
1,126
| – | – | 0.19% | 64 |
|
|
2021
Q2 | $359K | Sell |
1,126
-90
| -7% | -$28.7K | 0.19% | 64 |
|
|
2021
Q1 | $371K | Hold |
1,216
| – | – | 0.21% | 60 |
|
|
2020
Q4 | $323K | Hold |
1,216
| – | – | 0.2% | 60 |
|
|
2020
Q3 | $338K | Hold |
1,216
| – | – | 0.23% | 59 |
|
|
2020
Q2 | $305K | Buy |
1,216
+180
| +17% | +$45.1K | 0.22% | 62 |
|
|
2020
Q1 | $193K | Hold |
1,036
| – | – | 0.16% | 66 |
|
|
2019
Q4 | $226K | Hold |
1,036
| – | – | 0.15% | 69 |
|
|
2019
Q3 | $240K | Sell |
1,036
-29
| -3% | -$6.72K | 0.18% | 70 |
|
|
2019
Q2 | $221K | Hold |
1,065
| – | – | 0.16% | 64 |
|
|
2019
Q1 | $204K | Buy |
+1,065
| New | +$204K | 0.15% | 65 |
|
|
2018
Q4 | – | Sell |
-1,065
| Closed | -$221K | – | 70 |
|
|
2018
Q3 | $221K | Sell |
1,065
-190
| -15% | -$39.4K | 0.15% | 59 |
|
|
2018
Q2 | $245K | Buy |
1,255
+42
| +3% | +$8.2K | 0.18% | 57 |
|
|
2018
Q1 | $216K | Sell |
1,213
-388
| -24% | -$69.1K | 0.15% | 62 |
|
|
2017
Q4 | $303K | Buy |
1,601
+75
| +5% | +$14.2K | 0.21% | 52 |
|
|
2017
Q3 | $250K | Buy |
+1,526
| New | +$250K | 0.18% | 53 |
|