McCarter Private Wealth 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
$486K Sell
1,325
-664
-33% -$244K 0.28% 67
2025
Q1
$729K Buy
1,989
+183
+10% +$67.1K 0.48% 44
2024
Q4
$703K Buy
1,806
+16
+0.9% +$6.23K 0.45% 43
2024
Q3
$725K Buy
+1,790
New +$725K 0.46% 45