MLL
Moody Lynn & Lieberson’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
68,339
+1,182
| +2% | +$433K | 1.45% | 23 |
|
|
2025
Q1 | $24.6M | Sell |
67,157
-5
| -0% | -$1.83K | 1.58% | 21 |
|
|
2024
Q4 | $26.1M | Buy |
67,162
+546
| +0.8% | +$212K | 1.6% | 21 |
|
|
2024
Q3 | $27M | Sell |
66,616
-555
| -0.8% | -$225K | 1.66% | 18 |
|
|
2024
Q2 | $23.1M | Buy |
67,171
+216
| +0.3% | +$74.4K | 1.51% | 23 |
|
|
2024
Q1 | $25.7M | Buy |
66,955
+116
| +0.2% | +$44.5K | 1.73% | 19 |
|
|
2023
Q4 | $23.2M | Buy |
66,839
+70
| +0.1% | +$24.3K | 1.76% | 18 |
|
|
2023
Q3 | $20.2M | Sell |
66,769
-1,847
| -3% | -$558K | 1.73% | 21 |
|
|
2023
Q2 | $21.3M | Buy |
68,616
+3,137
| +5% | +$974K | 1.72% | 22 |
|
|
2023
Q1 | $19.3M | Buy |
65,479
+62
| +0.1% | +$18.3K | 1.74% | 23 |
|
|
2022
Q4 | $20.7M | Sell |
65,417
-635
| -1% | -$201K | 1.89% | 19 |
|
|
2022
Q3 | $18.2M | Buy |
66,052
+660
| +1% | +$182K | 1.76% | 18 |
|
|
2022
Q2 | $17.9M | Buy |
65,392
+981
| +2% | +$269K | 1.61% | 24 |
|
|
2022
Q1 | $19.3M | Sell |
64,411
-3,722
| -5% | -$1.11M | 1.41% | 29 |
|
|
2021
Q4 | $28.3M | Buy |
68,133
+542
| +0.8% | +$225K | 1.9% | 16 |
|
|
2021
Q3 | $22.2M | Sell |
67,591
-750
| -1% | -$246K | 1.66% | 20 |
|
|
2021
Q2 | $21.8M | Sell |
68,341
-1,775
| -3% | -$566K | 1.64% | 21 |
|
|
2021
Q1 | $21.4M | Buy |
70,116
+414
| +0.6% | +$126K | 1.78% | 16 |
|
|
2020
Q4 | $18.5M | Buy |
69,702
+397
| +0.6% | +$105K | 1.59% | 17 |
|
|
2020
Q3 | $19.2M | Sell |
69,305
-363
| -0.5% | -$101K | 1.91% | 14 |
|
|
2020
Q2 | $17.5M | Buy |
69,668
+644
| +0.9% | +$161K | 1.9% | 16 |
|
|
2020
Q1 | $12.9K | Buy |
69,024
+3,495
| +5% | +$653 | 1.77% | 19 |
|
|
2019
Q4 | $14.3M | Buy |
65,529
+10,105
| +18% | +$2.21M | 1.38% | 27 |
|
|
2019
Q3 | $12.9M | Buy |
55,424
+8,951
| +19% | +$2.08M | 1.44% | 23 |
|
|
2019
Q2 | $9.67M | Buy |
46,473
+1,846
| +4% | +$384K | 1.06% | 35 |
|
|
2019
Q1 | $8.56M | Buy |
44,627
+1,031
| +2% | +$198K | 0.98% | 36 |
|
|
2018
Q4 | $7.49M | Sell |
43,596
-16,372
| -27% | -$2.81M | 1.01% | 33 |
|
|
2018
Q3 | $12.4M | Buy |
59,968
+6,337
| +12% | +$1.31M | 1.32% | 29 |
|
|
2018
Q2 | $10.5M | Buy |
53,631
+8,047
| +18% | +$1.57M | 1.24% | 30 |
|
|
2018
Q1 | $8.13M | Buy |
45,584
+4,960
| +12% | +$884K | 0.98% | 34 |
|
|
2017
Q4 | $8.2M | Buy |
40,624
+471
| +1% | +$95K | 0.88% | 41 |
|
|
2017
Q3 | $6.57M | Buy |
40,153
+758
| +2% | +$124K | 0.8% | 42 |
|
|
2017
Q2 | $6.04M | Buy |
39,395
+196
| +0.5% | +$30.1K | 0.79% | 42 |
|
|
2017
Q1 | $5.76M | Buy |
39,199
+729
| +2% | +$107K | 0.81% | 48 |
|
|
2016
Q4 | $5.16M | Sell |
38,470
-5,078
| -12% | -$681K | 0.74% | 45 |
|
|
2016
Q3 | $5.6M | Sell |
43,548
-51,647
| -54% | -$6.65M | 0.93% | 41 |
|
|
2016
Q2 | $12.2M | Sell |
95,195
-1,079
| -1% | -$138K | 2.18% | 13 |
|
|
2016
Q1 | $12.8M | Sell |
96,274
-27,252
| -22% | -$3.64M | 2.02% | 11 |
|
|
2015
Q4 | $16.3M | Sell |
123,526
-11,536
| -9% | -$1.53M | 2.57% | 8 |
|
|
2015
Q3 | $15.6M | Buy |
135,062
+131,040
| +3,258% | +$15.1M | 2.99% | 3 |
|
|
2015
Q2 | $447K | Buy |
4,022
+180
| +5% | +$20K | 0.07% | 123 |
|
|
2015
Q1 | $436K | Buy |
3,842
+73
| +2% | +$8.28K | 0.07% | 116 |
|
|
2014
Q4 | $396K | Buy |
3,769
+478
| +15% | +$50.2K | 0.06% | 136 |
|
|
2014
Q3 | $302K | Sell |
3,291
-22,422
| -87% | -$2.06M | 0.05% | 147 |
|
|
2014
Q2 | $2.08M | Sell |
25,713
-270
| -1% | -$21.9K | 0.29% | 83 |
|
|
2014
Q1 | $2.06M | Buy |
25,983
+14,205
| +121% | +$1.12M | 0.3% | 88 |
|
|
2013
Q4 | $970K | Sell |
11,778
-6,345
| -35% | -$523K | 0.13% | 114 |
|
|
2013
Q3 | $1.38M | Sell |
18,123
-110,380
| -86% | -$8.37M | 0.21% | 101 |
|
|
2013
Q2 | $9.96M | Buy |
+128,503
| New | +$9.96M | 1.74% | 14 |
|