Marcum 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
Q1 | $2.31M | Sell |
6,316
-496
| -7% | -$182K | 0.2% | 54 |
|
|
2024
Q4 | $2.65M | Buy |
6,812
+419
| +7% | +$163K | 0.23% | 50 |
|
|
2024
Q3 | $2.59M | Sell |
6,393
-18
| -0.3% | -$7.29K | 0.24% | 48 |
|
|
2024
Q2 | $2.21M | Sell |
6,411
-89
| -1% | -$30.6K | 0.22% | 51 |
|
|
2024
Q1 | $2.49M | Buy |
6,500
+180
| +3% | +$69.1K | 0.25% | 42 |
|
|
2023
Q4 | $2.19M | Buy |
6,320
+43
| +0.7% | +$14.9K | 0.23% | 45 |
|
|
2023
Q3 | $1.9M | Sell |
6,277
-23
| -0.4% | -$6.95K | 0.23% | 44 |
|
|
2023
Q2 | $1.96M | Sell |
6,300
-816
| -11% | -$253K | 0.23% | 44 |
|
|
2023
Q1 | $2.1M | Buy |
7,116
+116
| +2% | +$34.2K | 0.26% | 40 |
|
|
2022
Q4 | $2.21M | Sell |
7,000
-16
| -0.2% | -$5.05K | 0.29% | 36 |
|
|
2022
Q3 | $1.94M | Buy |
7,016
+679
| +11% | +$187K | 0.29% | 37 |
|
|
2022
Q2 | $1.74M | Buy |
6,337
+272
| +4% | +$74.6K | 0.26% | 46 |
|
|
2022
Q1 | $1.82M | Sell |
6,065
-733
| -11% | -$219K | 0.25% | 51 |
|
|
2021
Q4 | $2.82M | Sell |
6,798
-198
| -3% | -$82.2K | 0.39% | 30 |
|
|
2021
Q3 | $2.3M | Buy |
6,996
+867
| +14% | +$285K | 0.36% | 30 |
|
|
2021
Q2 | $1.96M | Sell |
6,129
-562
| -8% | -$179K | 0.32% | 35 |
|
|
2021
Q1 | $2.04M | Buy |
6,691
+5,124
| +327% | +$1.56M | 0.34% | 34 |
|
|
2020
Q4 | $416K | Buy |
1,567
+366
| +30% | +$97.2K | 0.1% | 76 |
|
|
2020
Q3 | $333K | Sell |
1,201
-147
| -11% | -$40.8K | 0.1% | 74 |
|
|
2020
Q2 | $338K | Buy |
1,348
+59
| +5% | +$14.8K | 0.1% | 80 |
|
|
2020
Q1 | $241K | Buy |
1,289
+260
| +25% | +$48.6K | 0.09% | 75 |
|
|
2019
Q4 | $225K | Buy |
+1,029
| New | +$225K | 0.08% | 91 |
|