Madison Wealth Partners’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 | $356K | Sell |
971
-185
| -16% | -$67.8K | 0.08% | 111 |
|
2025
Q1 | $424K | Buy |
1,156
+16
| +1% | +$5.86K | 0.1% | 86 |
|
2024
Q4 | $443K | Sell |
1,140
-136
| -11% | -$52.9K | 0.12% | 85 |
|
2024
Q3 | $517K | Buy |
1,276
+21
| +2% | +$8.51K | 0.15% | 76 |
|
2024
Q2 | $432K | Hold |
1,255
| – | – | 0.15% | 72 |
|
2024
Q1 | $481K | Hold |
1,255
| – | – | 0.17% | 67 |
|
2023
Q4 | $435K | Buy |
1,255
+138
| +12% | +$47.8K | 0.17% | 67 |
|
2023
Q3 | $337K | Buy |
1,117
+7
| +0.6% | +$2.11K | 0.17% | 60 |
|
2023
Q2 | $345K | Hold |
1,110
| – | – | 0.16% | 59 |
|
2023
Q1 | $327K | Buy |
1,110
+29
| +3% | +$8.56K | 0.17% | 60 |
|
2022
Q4 | $341K | Buy |
1,081
+195
| +22% | +$61.6K | 0.2% | 58 |
|
2022
Q3 | $244K | Buy |
886
+24
| +3% | +$6.61K | 0.16% | 64 |
|
2022
Q2 | $236K | Buy |
862
+46
| +6% | +$12.6K | 0.15% | 65 |
|
2022
Q1 | $244K | Buy |
816
+85
| +12% | +$25.4K | 0.14% | 62 |
|
2021
Q4 | $303K | Hold |
731
| – | – | 0.15% | 52 |
|
2021
Q3 | $240K | Hold |
731
| – | – | 0.14% | 58 |
|
2021
Q2 | $233K | Buy |
+731
| New | +$233K | 0.13% | 56 |
|