Morton Brown Family Wealth’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 | $22.7K | Hold |
62
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $22.7K | Sell |
62
-108
| -64% | -$39.6K | 0.01% | 138 |
|
|
2024
Q4 | $66.1K | Hold |
170
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $68.9K | Buy |
+170
| New | +$68.9K | 0.02% | 86 |
|
|
2024
Q1 | – | Sell |
-64
| Closed | -$22K | – | 256 |
|
|
2023
Q4 | $22K | Buy |
+64
| New | +$22K | 0.01% | 135 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$1.77K | – | 229 |
|
|
2023
Q1 | $1.77K | Buy |
+6
| New | +$1.77K | ﹤0.01% | 208 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$41K | – | 193 |
|
|
2022
Q3 | $41K | Hold |
150
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $41K | Hold |
150
| – | – | 0.03% | 71 |
|
|
2022
Q1 | $45K | Hold |
150
| – | – | 0.03% | 72 |
|
|
2021
Q4 | $62K | Buy |
+150
| New | +$62K | 0.05% | 68 |
|