Mosaic Family Wealth Partners’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 | $725K | Buy |
1,977
+34
| +2% | +$12.5K | 0.09% | 101 |
|
|
2025
Q1 | $712K | Buy |
1,943
+67
| +4% | +$24.6K | 0.1% | 107 |
|
|
2024
Q4 | $730K | Buy |
1,876
+110
| +6% | +$42.8K | 0.11% | 95 |
|
|
2024
Q3 | $716K | Buy |
1,766
+1
| +0.1% | +$405 | 0.11% | 95 |
|
|
2024
Q2 | $608K | Buy |
1,765
+35
| +2% | +$12K | 0.1% | 104 |
|
|
2024
Q1 | $664K | Sell |
1,730
-472
| -21% | -$181K | 0.11% | 100 |
|
|
2023
Q4 | $763K | Buy |
2,202
+418
| +23% | +$145K | 0.13% | 89 |
|
|
2023
Q3 | $539K | Sell |
1,784
-11
| -0.6% | -$3.32K | 0.11% | 100 |
|
|
2023
Q2 | $557K | Sell |
1,795
-1
| -0.1% | -$310 | 0.11% | 98 |
|
|
2023
Q1 | $530K | Buy |
1,796
+113
| +7% | +$33.4K | 0.11% | 102 |
|
|
2022
Q4 | $532K | Buy |
+1,683
| New | +$532K | 0.15% | 96 |
|