MWM
Mattern Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Hold |
1,142
| – | – | 0.09% | 98 |
|
|
2025
Q1 | $419K | Hold |
1,142
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $444K | Hold |
1,142
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $463K | Sell |
1,142
-600
| -34% | -$243K | 0.1% | 110 |
|
|
2024
Q2 | $600K | Sell |
1,742
-600
| -26% | -$207K | 0.14% | 89 |
|
|
2024
Q1 | $898K | Hold |
2,342
| – | – | 0.22% | 90 |
|
|
2023
Q4 | $811K | Buy |
2,342
+162
| +7% | +$56.1K | 0.21% | 91 |
|
|
2023
Q3 | $659K | Sell |
2,180
-42
| -2% | -$12.7K | 0.19% | 94 |
|
|
2023
Q2 | $690K | Buy |
2,222
+10
| +0.5% | +$3.11K | 0.2% | 92 |
|
|
2023
Q1 | $653K | Buy |
2,212
+7
| +0.3% | +$2.07K | 0.22% | 100 |
|
|
2022
Q4 | $696K | Hold |
2,205
| – | – | 0.28% | 88 |
|
|
2022
Q3 | $608K | Hold |
2,205
| – | – | 0.24% | 86 |
|
|
2022
Q2 | $605K | Hold |
2,205
| – | – | 0.24% | 84 |
|
|
2022
Q1 | $660K | Hold |
2,205
| – | – | 0.22% | 89 |
|
|
2021
Q4 | $915K | Sell |
2,205
-194
| -8% | -$80.5K | 0.27% | 85 |
|
|
2021
Q3 | $787K | Sell |
2,399
-13
| -0.5% | -$4.27K | 0.26% | 85 |
|
|
2021
Q2 | $776K | Sell |
2,412
-63
| -3% | -$20.3K | 0.25% | 87 |
|
|
2021
Q1 | $755K | Sell |
2,475
-135
| -5% | -$41.2K | 0.27% | 89 |
|
|
2020
Q4 | $693K | Buy |
2,610
+48
| +2% | +$12.7K | 0.26% | 87 |
|
|
2020
Q3 | $711K | Hold |
2,562
| – | – | 0.3% | 82 |
|
|
2020
Q2 | $642K | Sell |
2,562
-30
| -1% | -$7.52K | 0.31% | 82 |
|
|
2020
Q1 | $484K | Buy |
2,592
+352
| +16% | +$65.7K | 0.35% | 82 |
|
|
2019
Q4 | $489K | Buy |
+2,240
| New | +$489K | 0.29% | 94 |
|