Middleton & Co’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
$3.25M Sell
8,867
-585
-6% -$214K 0.37% 63
2025
Q1
$3.46M Sell
9,452
-719
-7% -$264K 0.4% 59
2024
Q4
$3.96M Sell
10,171
-913
-8% -$355K 0.44% 54
2024
Q3
$4.49M Sell
11,084
-849
-7% -$344K 0.5% 52
2024
Q2
$4.11M Sell
11,933
-1,852
-13% -$638K 0.48% 54
2024
Q1
$5.29M Sell
13,785
-278
-2% -$107K 0.61% 49
2023
Q4
$4.87M Sell
14,063
-741
-5% -$257K 0.61% 49
2023
Q3
$4.47M Sell
14,804
-41
-0.3% -$12.4K 0.62% 50
2023
Q2
$4.61M Sell
14,845
-175
-1% -$54.4K 0.61% 51
2023
Q1
$4.43M Sell
15,020
-100
-0.7% -$29.5K 0.64% 50
2022
Q4
$4.78M Sell
15,120
-47
-0.3% -$14.8K 0.71% 47
2022
Q3
$4.19M Sell
15,167
-7,650
-34% -$2.11M 0.64% 55
2022
Q2
$6.26M Sell
22,817
-1,119
-5% -$307K 0.8% 46
2022
Q1
$7.17M Sell
23,936
-35
-0.1% -$10.5K 0.76% 48
2021
Q4
$9.95M Sell
23,971
-171
-0.7% -$71K 0.97% 39
2021
Q3
$7.93M Sell
24,142
-602
-2% -$198K 0.85% 41
2021
Q2
$7.89M Sell
24,744
-4,111
-14% -$1.31M 0.86% 43
2021
Q1
$8.81M Sell
28,855
-218
-0.7% -$66.5K 0.99% 40
2020
Q4
$7.72M Sell
29,073
-325
-1% -$86.3K 0.91% 40
2020
Q3
$8.16M Buy
29,398
+72
+0.2% +$20K 1.08% 36
2020
Q2
$7.35M Sell
29,326
-40
-0.1% -$10K 1.06% 36
2020
Q1
$5.48M Buy
29,366
+518
+2% +$96.7K 0.96% 38
2019
Q4
$6.3M Sell
28,848
-2,208
-7% -$482K 0.9% 42
2019
Q3
$7.21M Sell
31,056
-1,075
-3% -$249K 1.11% 37
2019
Q2
$6.68M Sell
32,131
-1,447
-4% -$301K 1.04% 37
2019
Q1
$6.44M Sell
33,578
-2,436
-7% -$467K 1.03% 36
2018
Q4
$6.19M Sell
36,014
-7,378
-17% -$1.27M 1.14% 37
2018
Q3
$8.99M Buy
43,392
+2,251
+5% +$466K 1.4% 24
2018
Q2
$8.03M Sell
41,141
-716
-2% -$140K 1.37% 25
2018
Q1
$7.46M Sell
41,857
-4,119
-9% -$734K 1.34% 29
2017
Q4
$8.71M Sell
45,976
-3,244
-7% -$615K 1.46% 17
2017
Q3
$8.05M Buy
49,220
+17,493
+55% +$2.86M 1.45% 22
2017
Q2
$4.87M Sell
31,727
-238
-0.7% -$36.5K 1.04% 37
2017
Q1
$4.69M Sell
31,965
-2,990
-9% -$439K 1.03% 37
2016
Q4
$4.69M Buy
34,955
+71
+0.2% +$9.52K 1.06% 35
2016
Q3
$4.49M Sell
34,884
-330
-0.9% -$42.5K 1.01% 36
2016
Q2
$4.5M Buy
35,214
+660
+2% +$84.3K 1.03% 34
2016
Q1
$4.61M Sell
34,554
-425
-1% -$56.7K 1.07% 33
2015
Q4
$4.63M Sell
34,979
-835
-2% -$110K 1.03% 37
2015
Q3
$4.14M Buy
35,814
+363
+1% +$41.9K 0.98% 38
2015
Q2
$3.94M Sell
35,451
-3,264
-8% -$363K 0.85% 44
2015
Q1
$4.4M Sell
38,715
-961
-2% -$109K 0.96% 38
2014
Q4
$4.17M Sell
39,676
-26,338
-40% -$2.76M 0.93% 39
2014
Q3
$6.06M Sell
66,014
-9,668
-13% -$887K 1.42% 24
2014
Q2
$6.13M Buy
75,682
+2,820
+4% +$228K 1.39% 23
2014
Q1
$5.77M Buy
72,862
+30
+0% +$2.37K 1.34% 28
2013
Q4
$6M Buy
72,832
+5,870
+9% +$483K 1.57% 24
2013
Q3
$5.08M Buy
66,962
+3,987
+6% +$302K 1.34% 27
2013
Q2
$4.88M Buy
+62,975
New +$4.88M 1.43% 24