Mason Investment Advisory Services’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 | $372K | Sell |
1,015
-6
| -0.6% | -$2.2K | 0.02% | 53 |
|
|
2025
Q1 | $374K | Sell |
1,021
-276
| -21% | -$101K | 0.02% | 53 |
|
|
2024
Q4 | $504K | Sell |
1,297
-13
| -1% | -$5.06K | 0.03% | 46 |
|
|
2024
Q3 | $531K | Buy |
1,310
+7
| +0.5% | +$2.84K | 0.03% | 41 |
|
|
2024
Q2 | $449K | Buy |
1,303
+28
| +2% | +$9.64K | 0.03% | 45 |
|
|
2024
Q1 | $489K | Hold |
1,275
| – | – | 0.03% | 40 |
|
|
2023
Q4 | $442K | Hold |
1,275
| – | – | 0.03% | 41 |
|
|
2023
Q3 | $385K | Buy |
1,275
+42
| +3% | +$12.7K | 0.04% | 40 |
|
|
2023
Q2 | $383K | Sell |
1,233
-8
| -0.6% | -$2.49K | 0.03% | 38 |
|
|
2023
Q1 | $366K | Sell |
1,241
-110
| -8% | -$32.5K | 0.03% | 38 |
|
|
2022
Q4 | $427K | Buy |
1,351
+105
| +8% | +$33.2K | 0.04% | 46 |
|
|
2022
Q3 | $344K | Buy |
1,246
+12
| +1% | +$3.31K | 0.04% | 52 |
|
|
2022
Q2 | $338K | Buy |
1,234
+11
| +0.9% | +$3.02K | 0.03% | 52 |
|
|
2022
Q1 | $366K | Hold |
1,223
| – | – | 0.03% | 77 |
|
|
2021
Q4 | $508K | Buy |
1,223
+83
| +7% | +$34.4K | 0.04% | 71 |
|
|
2021
Q3 | $374K | Hold |
1,140
| – | – | 0.04% | 75 |
|
|
2021
Q2 | $364K | Hold |
1,140
| – | – | 0.04% | 74 |
|
|
2021
Q1 | $348K | Hold |
1,140
| – | – | 0.04% | 72 |
|
|
2020
Q4 | $303K | Hold |
1,140
| – | – | 0.04% | 75 |
|
|
2020
Q3 | $317K | Hold |
1,140
| – | – | 0.05% | 67 |
|
|
2020
Q2 | $286K | Sell |
1,140
-19
| -2% | -$4.76K | 0.04% | 71 |
|
|
2020
Q1 | $216K | Buy |
1,159
+19
| +2% | +$3.55K | 0.04% | 79 |
|
|
2019
Q4 | $249K | Hold |
1,140
| – | – | 0.04% | 80 |
|
|
2019
Q3 | $265K | Hold |
1,140
| – | – | 0.04% | 78 |
|
|
2019
Q2 | $237K | Hold |
1,140
| – | – | 0.04% | 78 |
|
|
2019
Q1 | $219K | Buy |
+1,140
| New | +$219K | 0.06% | 76 |
|