Montis Financial’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Buy |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $482K | Buy |
|
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|
2024
Q3 | $421K | Buy |
|
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $230K | Buy |
|