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 |
|