Mark Sheptoff Financial Planning’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 | $1.28M | Hold |
3,484
| – | – | 0.68% | 30 |
|
|
2025
Q1 | $1.28M | Hold |
3,484
| – | – | 0.7% | 29 |
|
|
2024
Q4 | $1.36M | Sell |
3,484
-352
| -9% | -$137K | 0.73% | 31 |
|
|
2024
Q3 | $1.55M | Sell |
3,836
-106
| -3% | -$42.9K | 0.83% | 27 |
|
|
2024
Q2 | $1.36M | Hold |
3,942
| – | – | 0.76% | 28 |
|
|
2024
Q1 | $1.51M | Hold |
3,942
| – | – | 0.84% | 26 |
|
|
2023
Q4 | $1.37M | Buy |
3,942
+1
| +0% | +$347 | 0.82% | 23 |
|
|
2023
Q3 | $1.19M | Hold |
3,941
| – | – | 0.76% | 24 |
|
|
2023
Q2 | $1.22M | Buy |
3,941
+1
| +0% | +$311 | 0.7% | 30 |
|
|
2023
Q1 | $1.16M | Sell |
3,940
-411
| -9% | -$121K | 0.68% | 30 |
|
|
2022
Q4 | $1.37M | Sell |
4,351
-39
| -0.9% | -$12.3K | 0.81% | 26 |
|
|
2022
Q3 | $1.21M | Buy |
4,390
+1
| +0% | +$276 | 0.74% | 27 |
|
|
2022
Q2 | $1.2M | Buy |
4,389
+100
| +2% | +$27.4K | 0.69% | 31 |
|
|
2022
Q1 | $1.28M | Sell |
4,289
-501
| -10% | -$150K | 0.65% | 31 |
|
|
2021
Q4 | $1.99M | Buy |
4,790
+102
| +2% | +$42.3K | 0.95% | 22 |
|
|
2021
Q3 | $1.54M | Hold |
4,688
| – | – | 0.85% | 23 |
|
|
2021
Q2 | $1.5M | Sell |
4,688
-59
| -1% | -$18.8K | 0.8% | 26 |
|
|
2021
Q1 | $1.45M | Buy |
4,747
+150
| +3% | +$45.8K | 0.83% | 27 |
|
|
2020
Q4 | $1.22M | Sell |
4,597
-1,008
| -18% | -$268K | 0.69% | 32 |
|
|
2020
Q3 | $1.56M | Buy |
5,605
+411
| +8% | +$114K | 0.96% | 26 |
|
|
2020
Q2 | $1.3M | Buy |
5,194
+221
| +4% | +$55.4K | 0.84% | 30 |
|
|
2020
Q1 | $928K | Sell |
4,973
-554
| -10% | -$103K | 0.7% | 34 |
|
|
2019
Q4 | $1.21M | Buy |
5,527
+100
| +2% | +$21.8K | 0.76% | 34 |
|
|
2019
Q3 | $1.26M | Buy |
5,427
+105
| +2% | +$24.4K | 0.85% | 33 |
|
|
2019
Q2 | $1.11M | Hold |
5,322
| – | – | 0.76% | 32 |
|
|
2019
Q1 | $1.02M | Buy |
5,322
+122
| +2% | +$23.4K | 0.74% | 33 |
|
|
2018
Q4 | $893K | Sell |
5,200
-500
| -9% | -$85.9K | 0.74% | 33 |
|
|
2018
Q3 | $1.18M | Buy |
5,700
+800
| +16% | +$166K | 0.81% | 34 |
|
|
2018
Q2 | $956K | Buy |
4,900
+175
| +4% | +$34.1K | 0.71% | 38 |
|
|
2018
Q1 | $842K | Buy |
4,725
+374
| +9% | +$66.6K | 0.58% | 45 |
|
|
2017
Q4 | $825K | Hold |
4,351
| – | – | 0.54% | 51 |
|
|
2017
Q3 | $712K | Sell |
4,351
-100
| -2% | -$16.4K | 0.48% | 55 |
|
|
2017
Q2 | $683K | Buy |
4,451
+49
| +1% | +$7.52K | 0.47% | 56 |
|
|
2017
Q1 | $646K | Buy |
4,402
+1
| +0% | +$147 | 0.46% | 54 |
|
|
2016
Q4 | $590K | Hold |
4,401
| – | – | 0.44% | 58 |
|
|
2016
Q3 | $566K | Hold |
4,401
| – | – | 0.42% | 59 |
|
|
2016
Q2 | $562K | Buy |
4,401
+650
| +17% | +$83K | 0.42% | 57 |
|
|
2016
Q1 | $500K | Sell |
3,751
-500
| -12% | -$66.6K | 0.41% | 54 |
|
|
2015
Q4 | $562K | Buy |
4,251
+400
| +10% | +$52.9K | 0.46% | 60 |
|
|
2015
Q3 | $445K | Buy |
3,851
+130
| +3% | +$15K | 0.39% | 60 |
|
|
2015
Q2 | $414K | Buy |
3,721
+14
| +0.4% | +$1.56K | 0.33% | 69 |
|
|
2015
Q1 | $421K | Hold |
3,707
| – | – | 0.35% | 65 |
|
|
2014
Q4 | $389K | Buy |
3,707
+57
| +2% | +$5.98K | 0.34% | 69 |
|
|
2014
Q3 | $335K | Hold |
3,650
| – | – | 0.3% | 81 |
|
|
2014
Q2 | $296K | Hold |
3,650
| – | – | 0.25% | 86 |
|
|
2014
Q1 | $289K | Buy |
+3,650
| New | +$289K | 0.26% | 87 |
|