MCWS
McKinley Carter Wealth Services’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
28,873
+301
| +1% | +$110K | 0.59% | 41 |
|
|
2025
Q1 | $10.5M | Sell |
28,572
-323
| -1% | -$118K | 0.64% | 35 |
|
|
2024
Q4 | $11.2M | Sell |
28,895
-105
| -0.4% | -$40.8K | 0.69% | 31 |
|
|
2024
Q3 | $11.8M | Buy |
29,000
+212
| +0.7% | +$85.9K | 0.71% | 29 |
|
|
2024
Q2 | $9.91M | Buy |
28,788
+503
| +2% | +$173K | 0.63% | 33 |
|
|
2024
Q1 | $10.9M | Buy |
28,285
+549
| +2% | +$211K | 0.73% | 30 |
|
|
2023
Q4 | $9.61M | Buy |
27,736
+2,885
| +12% | +$1,000K | 0.7% | 33 |
|
|
2023
Q3 | $7.51M | Sell |
24,851
-205
| -0.8% | -$61.9K | 0.6% | 36 |
|
|
2023
Q2 | $7.78M | Sell |
25,056
-276
| -1% | -$85.7K | 0.58% | 36 |
|
|
2023
Q1 | $7.48M | Sell |
25,332
-645
| -2% | -$190K | 0.58% | 34 |
|
|
2022
Q4 | $8.21M | Buy |
25,977
+1,208
| +5% | +$382K | 0.7% | 29 |
|
|
2022
Q3 | $6.84M | Buy |
24,769
+479
| +2% | +$132K | 0.64% | 35 |
|
|
2022
Q2 | $6.66M | Sell |
24,290
-212
| -0.9% | -$58.1K | 0.59% | 35 |
|
|
2022
Q1 | $7.33M | Sell |
24,502
-373
| -1% | -$112K | 0.57% | 35 |
|
|
2021
Q4 | $10.3M | Sell |
24,875
-241
| -1% | -$100K | 0.77% | 32 |
|
|
2021
Q3 | $8.24M | Buy |
25,116
+347
| +1% | +$114K | 0.68% | 32 |
|
|
2021
Q2 | $7.9M | Buy |
24,769
+163
| +0.7% | +$52K | 0.65% | 30 |
|
|
2021
Q1 | $7.51M | Buy |
24,606
+585
| +2% | +$179K | 0.64% | 30 |
|
|
2020
Q4 | $6.38M | Buy |
24,021
+555
| +2% | +$147K | 0.84% | 31 |
|
|
2020
Q3 | $6.52M | Buy |
23,466
+571
| +2% | +$159K | 1.46% | 12 |
|
|
2020
Q2 | $5.74M | Buy |
22,895
+760
| +3% | +$190K | 1.41% | 13 |
|
|
2020
Q1 | $4.13M | Sell |
22,135
-386
| -2% | -$72.1K | 1.24% | 14 |
|
|
2019
Q4 | $4.92M | Buy |
22,521
+81
| +0.4% | +$17.7K | 1.15% | 14 |
|
|
2019
Q3 | $5.21M | Buy |
22,440
+37
| +0.2% | +$8.58K | 1.33% | 12 |
|
|
2019
Q2 | $4.66M | Sell |
22,403
-480
| -2% | -$99.8K | 1.25% | 14 |
|
|
2019
Q1 | $4.39M | Buy |
22,883
+808
| +4% | +$155K | 1.23% | 14 |
|
|
2018
Q4 | $3.79M | Buy |
22,075
+842
| +4% | +$145K | 1.25% | 11 |
|
|
2018
Q3 | $4.4M | Buy |
21,233
+144
| +0.7% | +$29.8K | 1.3% | 12 |
|
|
2018
Q2 | $4.11M | Sell |
21,089
-263
| -1% | -$51.3K | 1.32% | 13 |
|
|
2018
Q1 | $3.81M | Buy |
21,352
+885
| +4% | +$158K | 1.24% | 14 |
|
|
2017
Q4 | $3.88M | Sell |
20,467
-616
| -3% | -$117K | 1.33% | 15 |
|
|
2017
Q3 | $3.45M | Buy |
21,083
+847
| +4% | +$139K | 1.32% | 15 |
|
|
2017
Q2 | $3.1M | Buy |
20,236
+31
| +0.2% | +$4.76K | 1.37% | 15 |
|
|
2017
Q1 | $2.97M | Buy |
20,205
+578
| +3% | +$84.9K | 1.38% | 14 |
|
|
2016
Q4 | $2.63M | Sell |
19,627
-257
| -1% | -$34.5K | 1.33% | 17 |
|
|
2016
Q3 | $2.56M | Buy |
19,884
+517
| +3% | +$66.5K | 1.32% | 18 |
|
|
2016
Q2 | $2.47M | Buy |
19,367
+857
| +5% | +$109K | 1.29% | 22 |
|
|
2016
Q1 | $2.47M | Buy |
18,510
+623
| +3% | +$83.1K | 1.37% | 17 |
|
|
2015
Q4 | $2.37M | Buy |
17,887
+821
| +5% | +$109K | 1.35% | 19 |
|
|
2015
Q3 | $1.97M | Buy |
17,066
+1,812
| +12% | +$209K | 1.23% | 24 |
|
|
2015
Q2 | $1.7M | Buy |
15,254
+3,989
| +35% | +$443K | 0.92% | 38 |
|
|
2015
Q1 | $1.28M | Buy |
11,265
+7,731
| +219% | +$878K | 0.83% | 42 |
|
|
2014
Q4 | $371K | Buy |
3,534
+920
| +35% | +$96.6K | 0.29% | 71 |
|
|
2014
Q3 | $240K | Hold |
2,614
| – | – | 0.23% | 82 |
|
|
2014
Q2 | $212K | Buy |
2,614
+24
| +0.9% | +$1.95K | 0.22% | 87 |
|
|
2014
Q1 | $205K | Sell |
2,590
-1,974
| -43% | -$156K | 0.22% | 89 |
|
|
2013
Q4 | $376K | Sell |
4,564
-743
| -14% | -$61.2K | 0.37% | 74 |
|
|
2013
Q3 | $403K | Buy |
5,307
+2,166
| +69% | +$164K | 0.48% | 47 |
|
|
2013
Q2 | $243K | Buy |
+3,141
| New | +$243K | 0.37% | 54 |
|