Montz Harcus Wealth Management’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 | $652K | Sell |
1,779
-167
| -9% | -$61.2K | 0.31% | 38 |
|
|
2025
Q1 | $713K | Buy |
1,946
+6
| +0.3% | +$2.2K | 0.39% | 30 |
|
|
2024
Q4 | $755K | Buy |
1,940
+16
| +0.8% | +$6.22K | 0.42% | 27 |
|
|
2024
Q3 | $780K | Sell |
1,924
-341
| -15% | -$138K | 0.46% | 25 |
|
|
2024
Q2 | $780K | Sell |
2,265
-125
| -5% | -$43K | 0.51% | 24 |
|
|
2024
Q1 | $917K | Buy |
2,390
+96
| +4% | +$36.8K | 0.62% | 22 |
|
|
2023
Q4 | $795K | Buy |
2,294
+246
| +12% | +$85.3K | 0.61% | 23 |
|
|
2023
Q3 | $619K | Sell |
2,048
-36
| -2% | -$10.9K | 0.53% | 24 |
|
|
2023
Q2 | $647K | Buy |
2,084
+226
| +12% | +$70.2K | 0.54% | 23 |
|
|
2023
Q1 | $548K | Buy |
1,858
+55
| +3% | +$16.2K | 0.51% | 25 |
|
|
2022
Q4 | $570K | Buy |
1,803
+120
| +7% | +$37.9K | 0.56% | 23 |
|
|
2022
Q3 | $464K | Buy |
1,683
+11
| +0.7% | +$3.03K | 0.51% | 24 |
|
|
2022
Q2 | $459K | Buy |
1,672
+45
| +3% | +$12.4K | 0.48% | 26 |
|
|
2022
Q1 | $487K | Buy |
1,627
+343
| +27% | +$103K | 0.44% | 27 |
|
|
2021
Q4 | $533K | Buy |
+1,284
| New | +$533K | 0.47% | 27 |
|