Moneta Group Investment Advisors’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 | $7.39M | Buy |
20,151
+2,171
| +12% | +$796K | 0.09% | 115 |
|
|
2025
Q1 | $6.59M | Sell |
17,980
-1,910
| -10% | -$700K | 0.09% | 113 |
|
|
2024
Q4 | $7.74M | Buy |
19,890
+1,893
| +11% | +$736K | 0.11% | 108 |
|
|
2024
Q3 | $7.29M | Sell |
17,997
-402
| -2% | -$163K | 0.11% | 108 |
|
|
2024
Q2 | $6.33M | Buy |
18,399
+2,181
| +13% | +$751K | 0.1% | 106 |
|
|
2024
Q1 | $6.22M | Buy |
16,218
+3,986
| +33% | +$1.53M | 0.1% | 113 |
|
|
2023
Q4 | $4.24M | Sell |
12,232
-355
| -3% | -$123K | 0.08% | 121 |
|
|
2023
Q3 | $3.8M | Sell |
12,587
-196
| -2% | -$59.2K | 0.09% | 122 |
|
|
2023
Q2 | $3.97M | Buy |
12,783
+647
| +5% | +$201K | 0.09% | 120 |
|
|
2023
Q1 | $3.58M | Buy |
12,136
+1,886
| +18% | +$557K | 0.09% | 122 |
|
|
2022
Q4 | $3.32M | Sell |
10,250
-191
| -2% | -$61.9K | 0.09% | 119 |
|
|
2022
Q3 | $2.88M | Sell |
10,441
-942
| -8% | -$260K | 0.11% | 117 |
|
|
2022
Q2 | $3.12M | Buy |
11,383
+3,656
| +47% | +$1M | 0.11% | 118 |
|
|
2022
Q1 | $2.31M | Buy |
7,727
+199
| +3% | +$59.6K | 0.09% | 126 |
|
|
2021
Q4 | $3.12M | Buy |
7,528
+479
| +7% | +$199K | 0.13% | 107 |
|
|
2021
Q3 | $2.31M | Buy |
7,049
+1,219
| +21% | +$400K | 0.11% | 119 |
|
|
2021
Q2 | $1.86M | Buy |
5,830
+235
| +4% | +$74.9K | 0.09% | 140 |
|
|
2021
Q1 | $1.71M | Buy |
5,595
+147
| +3% | +$44.9K | 0.09% | 134 |
|
|
2020
Q4 | $1.45M | Sell |
5,448
-533
| -9% | -$142K | 0.1% | 122 |
|
|
2020
Q3 | $1.66M | Buy |
5,981
+3,618
| +153% | +$1M | 0.14% | 92 |
|
|
2020
Q2 | $592K | Buy |
2,363
+360
| +18% | +$90.2K | 0.06% | 144 |
|
|
2020
Q1 | $374K | Buy |
2,003
+684
| +52% | +$128K | 0.04% | 178 |
|
|
2019
Q4 | $288K | Sell |
1,319
-3,400
| -72% | -$742K | 0.02% | 209 |
|
|
2019
Q3 | $1.1M | Buy |
4,719
+238
| +5% | +$55.2K | 0.1% | 114 |
|
|
2019
Q2 | $932K | Buy |
4,481
+62
| +1% | +$12.9K | 0.09% | 117 |
|
|
2019
Q1 | $848K | Sell |
4,419
-266
| -6% | -$51K | 0.09% | 110 |
|
|
2018
Q4 | $805K | Sell |
4,685
-1,295
| -22% | -$223K | 0.1% | 108 |
|
|
2018
Q3 | $1.24M | Buy |
5,980
+3,569
| +148% | +$739K | 0.13% | 94 |
|
|
2018
Q2 | $470K | Buy |
2,411
+1,845
| +326% | +$360K | 0.05% | 178 |
|
|
2018
Q1 | $101K | Buy |
566
+245
| +76% | +$43.7K | 0.01% | 244 |
|
|
2017
Q4 | $61K | Buy |
+321
| New | +$61K | 0.01% | 258 |
|
|
2016
Q2 | – | Sell |
-2,850
| Closed | -$380K | – | 162 |
|
|
2016
Q1 | $380K | Hold |
2,850
| – | – | 0.08% | 121 |
|
|
2015
Q4 | $377K | Sell |
2,850
-492
| -15% | -$65.1K | 0.09% | 96 |
|
|
2015
Q3 | $386K | Buy |
+3,342
| New | +$386K | 0.11% | 89 |
|