Lyell Wealth Management’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 | $16.5M | Buy |
45,026
+630
| +1% | +$231K | 1.3% | 22 |
|
|
2025
Q1 | $16.3M | Buy |
44,396
+649
| +1% | +$238K | 1.52% | 16 |
|
|
2024
Q4 | $17M | Buy |
43,747
+369
| +0.9% | +$144K | 1.53% | 15 |
|
|
2024
Q3 | $17.6M | Buy |
43,378
+607
| +1% | +$246K | 1.6% | 15 |
|
|
2024
Q2 | $14.7M | Buy |
42,771
+1,167
| +3% | +$402K | 1.41% | 20 |
|
|
2024
Q1 | $16M | Sell |
41,604
-300
| -0.7% | -$115K | 1.62% | 17 |
|
|
2023
Q4 | $14.5M | Buy |
41,904
+1,665
| +4% | +$577K | 1.65% | 16 |
|
|
2023
Q3 | $12.2M | Sell |
40,239
-952
| -2% | -$288K | 1.64% | 16 |
|
|
2023
Q2 | $12.8M | Buy |
41,191
+723
| +2% | +$225K | 1.64% | 15 |
|
|
2023
Q1 | $11.9M | Sell |
40,468
-1,308
| -3% | -$386K | 1.67% | 12 |
|
|
2022
Q4 | $13.2M | Buy |
41,776
+309
| +0.7% | +$97.6K | 2.08% | 6 |
|
|
2022
Q3 | $11.4M | Buy |
41,467
+520
| +1% | +$143K | 1.95% | 10 |
|
|
2022
Q2 | $11.2M | Sell |
40,947
-584
| -1% | -$160K | 1.83% | 12 |
|
|
2022
Q1 | $12.4M | Sell |
41,531
-1,632
| -4% | -$488K | 1.6% | 16 |
|
|
2021
Q4 | $17.9M | Buy |
43,163
+404
| +0.9% | +$168K | 2.04% | 11 |
|
|
2021
Q3 | $14M | Buy |
42,759
+417
| +1% | +$137K | 1.71% | 16 |
|
|
2021
Q2 | $13.5M | Buy |
42,342
+2,865
| +7% | +$914K | 1.67% | 16 |
|
|
2021
Q1 | $12.1M | Buy |
39,477
+2,794
| +8% | +$853K | 1.76% | 14 |
|
|
2020
Q4 | $9.74M | Buy |
36,683
+4,381
| +14% | +$1.16M | 1.56% | 24 |
|
|
2020
Q3 | $8.97M | Buy |
32,302
+1,176
| +4% | +$327K | 1.68% | 20 |
|
|
2020
Q2 | $7.8M | Buy |
31,126
+1,036
| +3% | +$260K | 1.71% | 20 |
|
|
2020
Q1 | $5.62M | Buy |
30,090
+2,017
| +7% | +$377K | 1.68% | 23 |
|
|
2019
Q4 | $6.13M | Buy |
28,073
+977
| +4% | +$213K | 1.64% | 24 |
|
|
2019
Q3 | $6.29M | Buy |
27,096
+706
| +3% | +$164K | 1.89% | 15 |
|
|
2019
Q2 | $5.49M | Buy |
26,390
+1,257
| +5% | +$261K | 1.65% | 21 |
|
|
2019
Q1 | $4.82M | Buy |
25,133
+1,442
| +6% | +$277K | 1.61% | 24 |
|
|
2018
Q4 | $4.07M | Buy |
23,691
+55
| +0.2% | +$9.45K | 1.7% | 18 |
|
|
2018
Q3 | $4.9M | Buy |
23,636
+512
| +2% | +$106K | 1.65% | 19 |
|
|
2018
Q2 | $4.51M | Buy |
23,124
+873
| +4% | +$170K | 1.65% | 18 |
|
|
2018
Q1 | $3.97M | Buy |
22,251
+1,019
| +5% | +$182K | 1.47% | 29 |
|
|
2017
Q4 | $4.02M | Sell |
21,232
-90
| -0.4% | -$17.1K | 1.6% | 24 |
|
|
2017
Q3 | $3.49M | Buy |
21,322
+540
| +3% | +$88.3K | 1.51% | 26 |
|
|
2017
Q2 | $3.19M | Buy |
20,782
+1,005
| +5% | +$154K | 1.55% | 24 |
|
|
2017
Q1 | $2.9M | Sell |
19,777
-2,122
| -10% | -$312K | 1.57% | 22 |
|
|
2016
Q4 | $2.94M | Buy |
+21,899
| New | +$2.94M | 1.82% | 12 |
|