Montis Financial’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 | $381K | Hold |
1,039
| – | – | 0.11% | 98 |
|
|
2025
Q1 | $381K | Sell |
1,039
-200
| -16% | -$73.3K | 0.11% | 100 |
|
|
2024
Q4 | $482K | Buy |
1,239
+200
| +19% | +$77.8K | 0.15% | 89 |
|
|
2024
Q3 | $421K | Buy |
1,039
+305
| +42% | +$124K | 0.15% | 74 |
|
|
2024
Q2 | $253K | Sell |
734
-1
| -0.1% | -$344 | 0.12% | 69 |
|
|
2024
Q1 | $282K | Buy |
735
+2
| +0.3% | +$767 | 0.13% | 71 |
|
|
2023
Q4 | $254K | Sell |
733
-5
| -0.7% | -$1.73K | 0.15% | 63 |
|
|
2023
Q3 | $223K | Buy |
+738
| New | +$223K | 0.15% | 63 |
|
|
2022
Q1 | – | Sell |
-670
| Closed | -$278K | – | 74 |
|
|
2021
Q4 | $278K | Sell |
670
-72
| -10% | -$29.9K | 0.2% | 60 |
|
|
2021
Q3 | $242K | Sell |
742
-129
| -15% | -$42.1K | 0.21% | 55 |
|
|
2021
Q2 | $278K | Sell |
871
-2
| -0.2% | -$638 | 0.23% | 54 |
|
|
2021
Q1 | $269K | Buy |
873
+34
| +4% | +$10.5K | 0.25% | 50 |
|
|
2020
Q4 | $230K | Buy |
+839
| New | +$230K | 0.23% | 61 |
|