MWPCG
Measured Wealth Private Client Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
955
+220
| +30% | +$80.7K | 0.1% | 129 |
|
|
2025
Q1 | $269K | Hold |
735
| – | – | 0.09% | 143 |
|
|
2024
Q4 | $286K | Sell |
735
-79
| -10% | -$30.7K | 0.09% | 143 |
|
|
2024
Q3 | $330K | Sell |
814
-756
| -48% | -$306K | 0.11% | 127 |
|
|
2024
Q2 | $540K | Sell |
1,570
-17
| -1% | -$5.85K | 0.19% | 84 |
|
|
2024
Q1 | $609K | Hold |
1,587
| – | – | 0.21% | 78 |
|
|
2023
Q4 | $550K | Buy |
1,587
+5
| +0.3% | +$1.73K | 0.2% | 81 |
|
|
2023
Q3 | $478K | Sell |
1,582
-171
| -10% | -$51.7K | 0.19% | 84 |
|
|
2023
Q2 | $545K | Sell |
1,753
-51
| -3% | -$15.8K | 0.21% | 80 |
|
|
2023
Q1 | $532K | Sell |
1,804
-229
| -11% | -$67.6K | 0.21% | 76 |
|
|
2022
Q4 | $642K | Hold |
2,033
| – | – | 0.26% | 54 |
|
|
2022
Q3 | $561K | Sell |
2,033
-261
| -11% | -$72K | 0.25% | 56 |
|
|
2022
Q2 | $629K | Buy |
2,294
+33
| +1% | +$9.05K | 0.28% | 53 |
|
|
2022
Q1 | $677K | Sell |
2,261
-346
| -13% | -$104K | 0.25% | 46 |
|
|
2021
Q4 | $1.08M | Sell |
2,607
-64
| -2% | -$26.6K | 0.38% | 39 |
|
|
2021
Q3 | $877K | Sell |
2,671
-232
| -8% | -$76.2K | 0.34% | 44 |
|
|
2021
Q2 | $926K | Buy |
2,903
+294
| +11% | +$93.8K | 0.29% | 53 |
|
|
2021
Q1 | $796K | Buy |
2,609
+563
| +28% | +$172K | 0.28% | 52 |
|
|
2020
Q4 | $543K | Sell |
2,046
-1,227
| -37% | -$326K | 0.23% | 59 |
|
|
2020
Q3 | $909K | Sell |
3,273
-62
| -2% | -$17.2K | 0.44% | 41 |
|
|
2020
Q2 | $835K | Buy |
3,335
+950
| +40% | +$238K | 0.49% | 33 |
|
|
2020
Q1 | $445K | Sell |
2,385
-44
| -2% | -$8.21K | 0.35% | 44 |
|
|
2019
Q4 | $530K | Sell |
2,429
-449
| -16% | -$98K | 0.35% | 41 |
|
|
2019
Q3 | $668K | Sell |
2,878
-1,422
| -33% | -$330K | 0.43% | 36 |
|
|
2019
Q2 | $894K | Sell |
4,300
-1,041
| -19% | -$216K | 0.52% | 38 |
|
|
2019
Q1 | $1.03M | Buy |
5,341
+2,807
| +111% | +$539K | 0.63% | 30 |
|
|
2018
Q4 | $435K | Sell |
2,534
-371
| -13% | -$63.7K | 0.39% | 39 |
|
|
2018
Q3 | $592K | Sell |
2,905
-75
| -3% | -$15.3K | 0.36% | 36 |
|
|
2018
Q2 | $581K | Buy |
+2,980
| New | +$581K | 0.47% | 35 |
|