Mascoma Wealth Management’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
$332K Sell
905
-24
-3% -$8.8K 0.08% 66
2025
Q1
$341K Sell
929
-27
-3% -$9.9K 0.08% 68
2024
Q4
$372K Buy
956
+38
+4% +$14.8K 0.09% 65
2024
Q3
$372K Hold
918
0.09% 68
2024
Q2
$316K Hold
918
0.08% 72
2024
Q1
$352K Sell
918
-13
-1% -$4.99K 0.1% 70
2023
Q4
$323K Sell
931
-76
-8% -$26.3K 0.1% 77
2023
Q3
$304K Buy
1,007
+261
+35% +$78.9K 0.1% 79
2023
Q2
$245K Sell
746
-79
-10% -$25.9K 0.08% 91
2023
Q1
$248K Sell
825
-142
-15% -$42.7K 0.07% 103
2022
Q4
$306K Sell
967
-518
-35% -$164K 0.1% 94
2022
Q3
$410K Buy
1,485
+2
+0.1% +$552 0.14% 77
2022
Q2
$407K Buy
1,483
+56
+4% +$15.4K 0.14% 80
2022
Q1
$427K Buy
1,427
+298
+26% +$89.2K 0.14% 80
2021
Q4
$469K Buy
1,129
+190
+20% +$78.9K 0.16% 64
2021
Q3
$308K Sell
939
-15
-2% -$4.92K 0.12% 87
2021
Q2
$304K Buy
954
+68
+8% +$21.7K 0.13% 87
2021
Q1
$270K Buy
886
+40
+5% +$12.2K 0.12% 90
2020
Q4
$225K Buy
+846
New +$225K 0.11% 85
2019
Q3
$285K Sell
1,230
-4,034
-77% -$935K 0.18% 63
2019
Q2
$1.1M Buy
5,264
+353
+7% +$73.4K 0.69% 23
2019
Q1
$942K Buy
4,911
+3,219
+190% +$617K 0.63% 26
2018
Q4
$291K Buy
1,692
+301
+22% +$51.8K 0.22% 54
2018
Q3
$288K Buy
1,391
+46
+3% +$9.52K 0.19% 61
2018
Q2
$262K Buy
1,345
+15
+1% +$2.92K 0.18% 60
2018
Q1
$237K Buy
1,330
+1
+0.1% +$178 0.16% 65
2017
Q4
$258K Buy
1,329
+285
+27% +$55.3K 0.16% 60
2017
Q3
$171K Sell
1,044
-99
-9% -$16.2K 0.11% 81
2017
Q2
$175K Buy
1,143
+7
+0.6% +$1.07K 0.12% 80
2017
Q1
$167K Sell
1,136
-99
-8% -$14.6K 0.12% 73
2016
Q4
$166K Buy
+1,235
New +$166K 0.12% 73