MWC
MBM Wealth Consultants’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
4,707
+183
| +4% | +$67.1K | 0.46% | 33 |
|
|
2025
Q1 | $1.66M | Buy |
4,524
+42
| +0.9% | +$15.4K | 0.49% | 32 |
|
|
2024
Q4 | $1.74M | Buy |
4,482
+69
| +2% | +$26.8K | 0.52% | 27 |
|
|
2024
Q3 | $1.79M | Buy |
4,413
+258
| +6% | +$105K | 0.56% | 24 |
|
|
2024
Q2 | $1.4M | Buy |
4,155
+378
| +10% | +$127K | 0.48% | 30 |
|
|
2024
Q1 | $1.45M | Buy |
3,777
+51
| +1% | +$19.6K | 0.51% | 25 |
|
|
2023
Q4 | $1.33M | Buy |
3,726
+204
| +6% | +$72.6K | 0.5% | 26 |
|
|
2023
Q3 | $1.03M | Buy |
3,522
+271
| +8% | +$79.1K | 0.45% | 31 |
|
|
2023
Q2 | $1.03M | Buy |
3,251
+462
| +17% | +$147K | 0.44% | 30 |
|
|
2023
Q1 | $902K | Hold |
2,789
| – | – | 0.37% | 30 |
|
|
2022
Q4 | $881K | Sell |
2,789
-105
| -4% | -$33.2K | 0.41% | 28 |
|
|
2022
Q3 | $821K | Buy |
2,894
+71
| +3% | +$20.1K | 0.4% | 29 |
|
|
2022
Q2 | $774K | Buy |
2,823
+104
| +4% | +$28.5K | 0.38% | 31 |
|
|
2022
Q1 | $814K | Buy |
2,719
+292
| +12% | +$87.4K | 0.34% | 39 |
|
|
2021
Q4 | $1.01M | Buy |
2,427
+10
| +0.4% | +$4.15K | 0.42% | 31 |
|
|
2021
Q3 | $793K | Buy |
2,417
+50
| +2% | +$16.4K | 0.36% | 40 |
|
|
2021
Q2 | $755K | Sell |
2,367
-68
| -3% | -$21.7K | 0.35% | 39 |
|
|
2021
Q1 | $744K | Sell |
2,435
-38
| -2% | -$11.6K | 0.38% | 40 |
|
|
2020
Q4 | $657K | Sell |
2,473
-36
| -1% | -$9.56K | 0.36% | 38 |
|
|
2020
Q3 | $697K | Buy |
2,509
+32
| +1% | +$8.89K | 0.45% | 32 |
|
|
2020
Q2 | $620K | Sell |
2,477
-982
| -28% | -$246K | 0.44% | 33 |
|
|
2020
Q1 | $646K | Sell |
3,459
-64
| -2% | -$12K | 0.53% | 32 |
|
|
2019
Q4 | $770K | Sell |
3,523
-100
| -3% | -$21.9K | 0.57% | 33 |
|
|
2019
Q3 | $841K | Sell |
3,623
-74
| -2% | -$17.2K | 0.66% | 33 |
|
|
2019
Q2 | $775K | Buy |
3,697
+92
| +3% | +$19.3K | 0.64% | 35 |
|
|
2019
Q1 | $692K | Buy |
3,605
+10
| +0.3% | +$1.92K | 0.61% | 39 |
|
|
2018
Q4 | $618K | Buy |
+3,595
| New | +$618K | 0.6% | 42 |
|