Martel Wealth Advisors’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
$614K Sell
1,674
-1,464
-47% -$537K 0.11% 38
2025
Q1
$1.15M Hold
3,138
0.23% 28
2024
Q4
$1.22M Buy
+3,138
New +$1.22M 0.24% 29