MSWM
McGlone Suttner Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
4,584
-22
| -0.5% | -$8.07K | 0.25% | 42 |
|
|
2025
Q1 | $1.69M | Buy |
4,606
+391
| +9% | +$143K | 0.28% | 37 |
|
|
2024
Q4 | $1.64M | Buy |
4,215
+284
| +7% | +$110K | 0.27% | 44 |
|
|
2024
Q3 | $1.59M | Buy |
3,931
+687
| +21% | +$278K | 0.33% | 36 |
|
|
2024
Q2 | $1.12M | Sell |
3,244
-437
| -12% | -$151K | 0.23% | 50 |
|
|
2024
Q1 | $1.41M | Buy |
3,681
+437
| +13% | +$168K | 0.26% | 44 |
|
|
2023
Q4 | $1.12M | Buy |
3,244
+234
| +8% | +$81.1K | 0.22% | 50 |
|
|
2023
Q3 | $909K | Buy |
3,010
+280
| +10% | +$84.6K | 0.21% | 54 |
|
|
2023
Q2 | $847K | Buy |
2,730
+132
| +5% | +$41K | 0.19% | 58 |
|
|
2023
Q1 | $767K | Sell |
2,598
-141
| -5% | -$41.6K | 0.2% | 53 |
|
|
2022
Q4 | $865K | Buy |
+2,739
| New | +$865K | 0.27% | 50 |
|