MWM
Mission Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
39,104
+111
| +0.3% | +$40.7K | 0.31% | 51 |
|
|
2025
Q1 | $14.3M | Buy |
38,993
+3,392
| +10% | +$1.24M | 0.35% | 46 |
|
|
2024
Q4 | $13.8M | Buy |
35,601
+745
| +2% | +$290K | 0.32% | 46 |
|
|
2024
Q3 | $14.1M | Sell |
34,856
-1,636
| -4% | -$663K | 0.34% | 41 |
|
|
2024
Q2 | $12.6M | Sell |
36,492
-1,799
| -5% | -$619K | 0.33% | 39 |
|
|
2024
Q1 | $14.7M | Buy |
38,291
+4,332
| +13% | +$1.66M | 0.39% | 34 |
|
|
2023
Q4 | $11.8M | Buy |
33,959
+1,801
| +6% | +$624K | 0.38% | 35 |
|
|
2023
Q3 | $9.72M | Buy |
32,158
+314
| +1% | +$94.9K | 0.36% | 41 |
|
|
2023
Q2 | $9.89M | Buy |
31,844
+5,650
| +22% | +$1.76M | 0.37% | 42 |
|
|
2023
Q1 | $7.73M | Sell |
26,194
-1,061
| -4% | -$313K | 0.32% | 48 |
|
|
2022
Q4 | $8.61M | Buy |
27,255
+339
| +1% | +$107K | 0.41% | 38 |
|
|
2022
Q3 | $7.43M | Buy |
26,916
+799
| +3% | +$220K | 0.39% | 36 |
|
|
2022
Q2 | $7.16M | Buy |
26,117
+1,875
| +8% | +$514K | 0.38% | 36 |
|
|
2022
Q1 | $7.26M | Sell |
24,242
-127
| -0.5% | -$38K | 0.34% | 45 |
|
|
2021
Q4 | $10.1M | Buy |
24,369
+170
| +0.7% | +$70.5K | 0.46% | 35 |
|
|
2021
Q3 | $7.94M | Sell |
24,199
-1,814
| -7% | -$595K | 0.4% | 38 |
|
|
2021
Q2 | $8.3M | Sell |
26,013
-1,361
| -5% | -$434K | 0.44% | 37 |
|
|
2021
Q1 | $8.36M | Buy |
27,374
+1,252
| +5% | +$382K | 0.48% | 36 |
|
|
2020
Q4 | $6.94M | Buy |
26,122
+1,221
| +5% | +$324K | 0.43% | 39 |
|
|
2020
Q3 | $6.92M | Sell |
24,901
-46
| -0.2% | -$12.8K | 0.52% | 36 |
|
|
2020
Q2 | $6.25M | Buy |
24,947
+3,281
| +15% | +$822K | 0.54% | 33 |
|
|
2020
Q1 | $4.05M | Sell |
21,666
-10,006
| -32% | -$1.87M | 0.45% | 36 |
|
|
2019
Q4 | $6.92M | Buy |
31,672
+13
| +0% | +$2.84K | 0.67% | 26 |
|
|
2019
Q3 | $7.35M | Sell |
31,659
-115
| -0.4% | -$26.7K | 0.78% | 24 |
|
|
2019
Q2 | $6.61M | Buy |
31,774
+1,789
| +6% | +$372K | 0.74% | 26 |
|
|
2019
Q1 | $5.75M | Buy |
29,985
+1,454
| +5% | +$279K | 0.67% | 26 |
|
|
2018
Q4 | $4.9M | Buy |
28,531
+120
| +0.4% | +$20.6K | 0.64% | 25 |
|
|
2018
Q3 | $5.89M | Buy |
28,411
+243
| +0.9% | +$50.3K | 0.77% | 21 |
|
|
2018
Q2 | $5.5M | Buy |
28,168
+926
| +3% | +$181K | 0.81% | 18 |
|
|
2018
Q1 | $4.86M | Sell |
27,242
-8,198
| -23% | -$1.46M | 0.78% | 19 |
|
|
2017
Q4 | $6.72M | Sell |
35,440
-241
| -0.7% | -$45.7K | 1.15% | 17 |
|
|
2017
Q3 | $5.84M | Hold |
35,681
| – | – | 1.07% | 18 |
|
|
2017
Q2 | $5.47M | Sell |
35,681
-347
| -1% | -$53.2K | 1.04% | 18 |
|
|
2017
Q1 | $5.29M | Sell |
36,028
-222
| -0.6% | -$32.6K | 1.03% | 18 |
|
|
2016
Q4 | $4.86M | Sell |
36,250
-141
| -0.4% | -$18.9K | 0.97% | 19 |
|
|
2016
Q3 | $4.68M | Buy |
36,391
+32,860
| +931% | +$4.23M | 1.13% | 17 |
|
|
2016
Q2 | $451K | Sell |
3,531
-197
| -5% | -$25.2K | 0.12% | 86 |
|
|
2016
Q1 | $497K | Sell |
3,728
-227
| -6% | -$30.3K | 0.13% | 78 |
|
|
2015
Q4 | $523K | Buy |
3,955
+557
| +16% | +$73.7K | 0.15% | 69 |
|
|
2015
Q3 | $392K | Sell |
3,398
-644
| -16% | -$74.3K | 0.12% | 79 |
|
|
2015
Q2 | $459K | Buy |
+4,042
| New | +$459K | 0.16% | 73 |
|