Merriman Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $884K | Buy |
2,272
+7
| +0.3% | +$2.86K | 0.04% | 90 |
|
|
2024
Q3 | $918K | Buy |
2,265
+181
| +9% | +$66K | 0.04% | 105 |
|
|
2024
Q2 | $718K | Buy |
2,084
+77
| +4% | +$26.3K | 0.03% | 118 |
|
|
2024
Q1 | $770K | Buy |
2,007
+834
| +71% | +$305K | 0.03% | 112 |
|
|
2023
Q4 | $406K | Sell |
1,173
-16
| -1% | -$4.96K | 0.02% | 140 |
|
|
2023
Q3 | $359K | Sell |
1,189
-50
| -4% | -$16.1K | 0.02% | 135 |
|
|
2023
Q2 | $385K | Buy |
1,239
+16
| +1% | +$4.73K | 0.02% | 154 |
|
|
2023
Q1 | $361K | Sell |
1,223
-48
| -4% | -$14.7K | 0.02% | 147 |
|
|
2022
Q4 | $401K | Sell |
1,271
-61
| -5% | -$18.6K | 0.02% | 153 |
|
|
2022
Q3 | $367K | Buy |
1,332
+64
| +5% | +$18.9K | 0.02% | 117 |
|
|
2022
Q2 | $348K | Buy |
1,268
+16
| +1% | +$4.72K | 0.02% | 121 |
|
|
2022
Q1 | $375K | Sell |
1,252
-134
| -10% | -$46.5K | 0.03% | 146 |
|
|
2021
Q4 | $575K | Buy |
1,386
+544
| +65% | +$207K | 0.04% | 137 |
|
|
2021
Q3 | $276K | Sell |
842
-70
| -8% | -$23K | 0.02% | 169 |
|
|
2021
Q2 | $291K | Buy |
912
+79
| +9% | +$25.1K | 0.03% | 185 |
|
|
2021
Q1 | $254K | Sell |
833
-278
| -25% | -$76.6K | 0.03% | 163 |
|
|
2020
Q4 | $296K | Buy |
1,111
+137
| +14% | +$37.7K | 0.03% | 171 |
|
|
2020
Q3 | $271K | Sell |
974
-349
| -26% | -$94.5K | 0.04% | 140 |
|
|
2020
Q2 | $331K | Sell |
1,323
-506
| -28% | -$116K | 0.05% | 131 |
|
|
2020
Q1 | $342K | Sell |
1,829
-24
| -1% | -$5.27K | 0.07% | 110 |
|
|
2019
Q4 | $405K | Buy |
1,853
+108
| +6% | +$24.5K | 0.08% | 135 |
|
|
2019
Q3 | $405K | Buy |
1,745
+520
| +42% | +$114K | 0.08% | 126 |
|
|
2019
Q2 | $2.58K | Buy |
1,225
+78
| +7% | +$15.6K | 0.05% | 160 |
|
|
2019
Q1 | $220K | Sell |
1,147
-798
| -41% | -$146K | 0.04% | 185 |
|
|
2018
Q4 | $338K | Buy |
1,945
+229
| +13% | +$41.1K | 0.07% | 109 |
|
|
2018
Q3 | $355K | Buy |
1,716
+26
| +2% | +$5.23K | 0.08% | 128 |
|
|
2018
Q2 | $330K | Buy |
1,690
+96
| +6% | +$17.9K | 0.08% | 132 |
|
|
2018
Q1 | $284K | Buy |
1,594
+20
| +1% | +$3.75K | 0.07% | 151 |
|
|
2017
Q4 | $298K | Buy |
1,574
+82
| +5% | +$14.2K | 0.07% | 142 |
|
|
2017
Q3 | $244K | Buy |
+1,492
| New | +$229K | 0.06% | 140 |
|
Other funds holding HD
