Live Oak Private Wealth’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 | $1.96M | Buy |
5,338
+397
| +8% | +$146K | 0.29% | 78 |
|
|
2025
Q1 | $1.81M | Buy |
4,941
+26
| +0.5% | +$9.53K | 0.29% | 76 |
|
|
2024
Q4 | $1.91M | Buy |
4,915
+25
| +0.5% | +$9.73K | 0.32% | 71 |
|
|
2024
Q3 | $1.98M | Buy |
4,890
+36
| +0.7% | +$14.6K | 0.32% | 70 |
|
|
2024
Q2 | $1.67M | Buy |
4,854
+24
| +0.5% | +$8.26K | 0.29% | 76 |
|
|
2024
Q1 | $1.85M | Sell |
4,830
-2
| -0% | -$767 | 0.32% | 71 |
|
|
2023
Q4 | $1.67M | Buy |
4,832
+100
| +2% | +$34.7K | 0.31% | 69 |
|
|
2023
Q3 | $1.43M | Hold |
4,732
| – | – | 0.3% | 65 |
|
|
2023
Q2 | $1.47M | Buy |
4,732
+29
| +0.6% | +$9.01K | 0.29% | 71 |
|
|
2023
Q1 | $1.39M | Buy |
4,703
+172
| +4% | +$50.8K | 0.29% | 71 |
|
|
2022
Q4 | $1.43M | Sell |
4,531
-20
| -0.4% | -$6.32K | 0.3% | 70 |
|
|
2022
Q3 | $1.26M | Sell |
4,551
-5
| -0.1% | -$1.38K | 0.28% | 74 |
|
|
2022
Q2 | $1.25M | Buy |
4,556
+57
| +1% | +$15.6K | 0.26% | 82 |
|
|
2022
Q1 | $1.35M | Sell |
4,499
-51
| -1% | -$15.3K | 0.26% | 77 |
|
|
2021
Q4 | $1.89M | Sell |
4,550
-10
| -0.2% | -$4.15K | 0.35% | 68 |
|
|
2021
Q3 | $1.5M | Buy |
4,560
+2,073
| +83% | +$681K | 0.3% | 74 |
|
|
2021
Q2 | $793K | Buy |
2,487
+18
| +0.7% | +$5.74K | 0.18% | 96 |
|
|
2021
Q1 | $754K | Sell |
2,469
-88
| -3% | -$26.9K | 0.19% | 92 |
|
|
2020
Q4 | $679K | Sell |
2,557
-39
| -2% | -$10.4K | 0.19% | 84 |
|
|
2020
Q3 | $721K | Buy |
2,596
+63
| +2% | +$17.5K | 0.25% | 74 |
|
|
2020
Q2 | $635K | Buy |
2,533
+672
| +36% | +$168K | 0.23% | 77 |
|
|
2020
Q1 | $347K | Buy |
1,861
+659
| +55% | +$123K | 0.36% | 50 |
|
|
2019
Q4 | $262K | Buy |
+1,202
| New | +$262K | 0.25% | 65 |
|