MWM
Modera Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
83,361
-709
| -0.8% | -$260K | 0.38% | 57 |
|
|
2025
Q1 | $30.8M | Sell |
84,070
-608
| -0.7% | -$223K | 0.42% | 56 |
|
|
2024
Q4 | $32.9M | Buy |
84,678
+1,335
| +2% | +$519K | 0.4% | 55 |
|
|
2024
Q3 | $33.8M | Sell |
83,343
-322
| -0.4% | -$130K | 0.43% | 55 |
|
|
2024
Q2 | $28.8M | Sell |
83,665
-1,108
| -1% | -$381K | 0.42% | 55 |
|
|
2024
Q1 | $32.5M | Buy |
84,773
+590
| +0.7% | +$226K | 0.5% | 53 |
|
|
2023
Q4 | $29.2M | Sell |
84,183
-415
| -0.5% | -$144K | 0.48% | 53 |
|
|
2023
Q3 | $25.6M | Sell |
84,598
-1,039
| -1% | -$314K | 0.48% | 54 |
|
|
2023
Q2 | $26.6M | Buy |
85,637
+56,221
| +191% | +$17.5M | 0.48% | 57 |
|
|
2023
Q1 | $8.68M | Buy |
29,416
+67
| +0.2% | +$19.8K | 0.34% | 48 |
|
|
2022
Q4 | $9.27M | Buy |
29,349
+948
| +3% | +$299K | 0.38% | 45 |
|
|
2022
Q3 | $7.84M | Sell |
28,401
-514
| -2% | -$142K | 0.4% | 43 |
|
|
2022
Q2 | $7.93M | Buy |
28,915
+230
| +0.8% | +$63.1K | 0.38% | 46 |
|
|
2022
Q1 | $8.59M | Sell |
28,685
-1,709
| -6% | -$512K | 0.38% | 47 |
|
|
2021
Q4 | $12.6M | Buy |
30,394
+10,886
| +56% | +$4.52M | 0.48% | 35 |
|
|
2021
Q3 | $6.4M | Buy |
19,508
+43
| +0.2% | +$14.1K | 0.33% | 39 |
|
|
2021
Q2 | $6.21M | Sell |
19,465
-57
| -0.3% | -$18.2K | 0.33% | 39 |
|
|
2021
Q1 | $5.96M | Sell |
19,522
-382
| -2% | -$117K | 0.39% | 37 |
|
|
2020
Q4 | $5.29M | Buy |
19,904
+1,782
| +10% | +$473K | 0.42% | 38 |
|
|
2020
Q3 | $5.03M | Sell |
18,122
-501
| -3% | -$139K | 0.75% | 21 |
|
|
2020
Q2 | $4.67M | Sell |
18,623
-26
| -0.1% | -$6.51K | 0.74% | 20 |
|
|
2020
Q1 | $3.48M | Buy |
18,649
+13,370
| +253% | +$2.5M | 0.73% | 21 |
|
|
2019
Q4 | $1.15M | Buy |
5,279
+344
| +7% | +$75.1K | 0.18% | 46 |
|
|
2019
Q3 | $1.15M | Buy |
4,935
+107
| +2% | +$24.8K | 0.19% | 43 |
|
|
2019
Q2 | $1M | Sell |
4,828
-52
| -1% | -$10.8K | 0.18% | 50 |
|
|
2019
Q1 | $936K | Buy |
4,880
+238
| +5% | +$45.6K | 0.18% | 50 |
|
|
2018
Q4 | $798K | Sell |
4,642
-200
| -4% | -$34.4K | 0.16% | 53 |
|
|
2018
Q3 | $1M | Buy |
4,842
+276
| +6% | +$57.2K | 0.2% | 46 |
|
|
2018
Q2 | $891K | Buy |
4,566
+374
| +9% | +$73K | 0.19% | 46 |
|
|
2018
Q1 | $747K | Buy |
4,192
+1,181
| +39% | +$210K | 0.15% | 54 |
|
|
2017
Q4 | $571K | Buy |
3,011
+81
| +3% | +$15.4K | 0.12% | 64 |
|
|
2017
Q3 | $479K | Buy |
2,930
+3
| +0.1% | +$490 | 0.11% | 70 |
|
|
2017
Q2 | $449K | Sell |
2,927
-84
| -3% | -$12.9K | 0.11% | 66 |
|
|
2017
Q1 | $442K | Buy |
+3,011
| New | +$442K | 0.11% | 69 |
|