MWM
MinichMacGregor Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-515
| Closed | -$200K | – | 133 |
|
|
2024
Q4 | $200K | Buy |
515
+12
| +2% | +$4.67K | 0.04% | 117 |
|
|
2024
Q3 | $204K | Buy |
+503
| New | +$204K | 0.04% | 113 |
|
|
2024
Q1 | – | Sell |
-1,115
| Closed | -$387K | – | 107 |
|
|
2023
Q4 | $387K | Buy |
+1,115
| New | +$387K | 0.11% | 63 |
|
|
2023
Q2 | – | Sell |
-811
| Closed | -$239K | – | 100 |
|
|
2023
Q1 | $239K | Buy |
811
+89
| +12% | +$26.3K | 0.08% | 84 |
|
|
2022
Q4 | $228K | Buy |
+722
| New | +$228K | 0.08% | 73 |
|
|
2022
Q3 | – | Sell |
-748
| Closed | -$205K | – | 79 |
|
|
2022
Q2 | $205K | Buy |
748
+3
| +0.4% | +$822 | 0.08% | 71 |
|
|
2022
Q1 | $223K | Sell |
745
-14
| -2% | -$4.19K | 0.07% | 80 |
|
|
2021
Q4 | $315K | Sell |
759
-71
| -9% | -$29.5K | 0.1% | 72 |
|
|
2021
Q3 | $272K | Hold |
830
| – | – | 0.09% | 68 |
|
|
2021
Q2 | $264K | Buy |
830
+100
| +14% | +$31.8K | 0.09% | 70 |
|
|
2021
Q1 | $223K | Buy |
+730
| New | +$223K | 0.08% | 72 |
|
|
2019
Q1 | – | Sell |
-1,265
| Closed | -$207K | – | 77 |
|
|
2018
Q4 | $207K | Buy |
1,265
+257
| +25% | +$42.1K | 0.14% | 88 |
|
|
2018
Q3 | $209K | Sell |
1,008
-565
| -36% | -$117K | 0.14% | 42 |
|
|
2018
Q2 | $305K | Sell |
1,573
-12
| -0.8% | -$2.33K | 0.22% | 36 |
|
|
2018
Q1 | $282K | Buy |
1,585
+14
| +0.9% | +$2.49K | 0.22% | 35 |
|
|
2017
Q4 | $297K | Buy |
1,571
+20
| +1% | +$3.78K | 0.23% | 32 |
|
|
2017
Q3 | $253K | Buy |
1,551
+1
| +0.1% | +$163 | 0.21% | 33 |
|
|
2017
Q2 | $237K | Buy |
1,550
+7
| +0.5% | +$1.07K | 0.21% | 34 |
|
|
2017
Q1 | $226K | Sell |
1,543
-3
| -0.2% | -$439 | 0.2% | 34 |
|
|
2016
Q4 | $207K | Sell |
1,546
-17
| -1% | -$2.28K | 0.19% | 35 |
|
|
2016
Q3 | $201K | Buy |
1,563
+104
| +7% | +$13.4K | 0.19% | 38 |
|
|
2016
Q2 | $186K | Sell |
1,459
-55
| -4% | -$7.01K | 0.18% | 39 |
|
|
2016
Q1 | $202K | Buy |
1,514
+25
| +2% | +$3.34K | 0.2% | 37 |
|
|
2015
Q4 | $165K | Buy |
+1,489
| New | +$165K | 0.15% | 39 |
|