MWM
Marietta Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
31,075
+1,009
| +3% | +$370K | 1.49% | 19 |
|
|
2025
Q1 | $11M | Buy |
30,066
+2,452
| +9% | +$899K | 1.62% | 18 |
|
|
2024
Q4 | $10.7M | Sell |
27,614
-64
| -0.2% | -$24.9K | 1.54% | 17 |
|
|
2024
Q3 | $11.2M | Buy |
27,678
+84
| +0.3% | +$34K | 1.63% | 17 |
|
|
2024
Q2 | $9.5M | Buy |
27,594
+2,324
| +9% | +$800K | 1.48% | 18 |
|
|
2024
Q1 | $9.69M | Sell |
25,270
-246
| -1% | -$94.4K | 1.6% | 17 |
|
|
2023
Q4 | $8.84M | Buy |
25,516
+303
| +1% | +$105K | 1.58% | 14 |
|
|
2023
Q3 | $7.62M | Sell |
25,213
-507
| -2% | -$153K | 1.51% | 16 |
|
|
2023
Q2 | $7.99M | Buy |
25,720
+506
| +2% | +$157K | 1.51% | 16 |
|
|
2023
Q1 | $7.44M | Sell |
25,214
-346
| -1% | -$102K | 1.58% | 15 |
|
|
2022
Q4 | $8.07M | Buy |
25,560
+452
| +2% | +$143K | 1.83% | 7 |
|
|
2022
Q3 | $6.93M | Buy |
25,108
+1
| +0% | +$276 | 1.73% | 15 |
|
|
2022
Q2 | $6.89M | Buy |
25,107
+939
| +4% | +$258K | 1.66% | 14 |
|
|
2022
Q1 | $7.23M | Buy |
24,168
+773
| +3% | +$231K | 1.51% | 20 |
|
|
2021
Q4 | $9.71M | Sell |
23,395
-1,008
| -4% | -$418K | 1.95% | 11 |
|
|
2021
Q3 | $8.01M | Buy |
24,403
+401
| +2% | +$132K | 1.75% | 13 |
|
|
2021
Q2 | $7.65M | Buy |
24,002
+860
| +4% | +$274K | 1.73% | 14 |
|
|
2021
Q1 | $7.06M | Buy |
23,142
+1,121
| +5% | +$342K | 1.76% | 14 |
|
|
2020
Q4 | $5.85M | Sell |
22,021
-790
| -3% | -$210K | 1.61% | 18 |
|
|
2020
Q3 | $6.34M | Sell |
22,811
-1,172
| -5% | -$325K | 1.98% | 10 |
|
|
2020
Q2 | $6.01M | Buy |
23,983
+87
| +0.4% | +$21.8K | 2.05% | 11 |
|
|
2020
Q1 | $4.46M | Buy |
23,896
+966
| +4% | +$180K | 1.74% | 12 |
|
|
2019
Q4 | $5.01M | Buy |
22,930
+316
| +1% | +$69K | 1.65% | 12 |
|
|
2019
Q3 | $5.25M | Buy |
22,614
+1,006
| +5% | +$233K | 1.91% | 10 |
|
|
2019
Q2 | $4.49M | Buy |
21,608
+246
| +1% | +$51.2K | 1.75% | 13 |
|
|
2019
Q1 | $4.1M | Buy |
21,362
+1,412
| +7% | +$271K | 1.68% | 12 |
|
|
2018
Q4 | $3.43M | Buy |
19,950
+1,605
| +9% | +$276K | 1.64% | 15 |
|
|
2018
Q3 | $3.8M | Sell |
18,345
-68
| -0.4% | -$14.1K | 1.68% | 13 |
|
|
2018
Q2 | $3.59M | Buy |
18,413
+565
| +3% | +$110K | 1.75% | 12 |
|
|
2018
Q1 | $3.18M | Buy |
17,848
+837
| +5% | +$149K | 1.67% | 15 |
|
|
2017
Q4 | $3.22M | Sell |
17,011
-2,371
| -12% | -$449K | 1.75% | 13 |
|
|
2017
Q3 | $3.17M | Buy |
19,382
+3,556
| +22% | +$582K | 1.77% | 12 |
|
|
2017
Q2 | $2.43M | Buy |
15,826
+1,084
| +7% | +$166K | 1.48% | 20 |
|
|
2017
Q1 | $2.17M | Buy |
14,742
+4,317
| +41% | +$634K | 1.44% | 20 |
|
|
2016
Q4 | $1.4M | Buy |
+10,425
| New | +$1.4M | 1.12% | 34 |
|