Moser Wealth Advisors’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 | $1.17M | Sell |
3,178
-300
| -9% | -$110K | 0.56% | 41 |
|
2025
Q1 | $1.27M | Hold |
3,478
| – | – | 0.67% | 33 |
|
2024
Q4 | $1.35M | Sell |
3,478
-155
| -4% | -$60.3K | 0.7% | 33 |
|
2024
Q3 | $1.47M | Sell |
3,633
-355
| -9% | -$144K | 0.76% | 34 |
|
2024
Q2 | $1.37M | Sell |
3,988
-80
| -2% | -$27.5K | 0.75% | 34 |
|
2024
Q1 | $1.56M | Sell |
4,068
-50
| -1% | -$19.2K | 0.87% | 29 |
|
2023
Q4 | $1.43M | Sell |
4,118
-2,439
| -37% | -$845K | 0.91% | 27 |
|
2023
Q3 | $1.98M | Sell |
6,557
-149
| -2% | -$45K | 1.39% | 22 |
|
2023
Q2 | $2.08M | Buy |
+6,706
| New | +$2.08M | 1.4% | 20 |
|
2022
Q4 | $2.21M | Sell |
6,993
-28
| -0.4% | -$8.84K | 1.67% | 17 |
|
2022
Q3 | $1.94M | Sell |
7,021
-25
| -0.4% | -$6.9K | 1.51% | 16 |
|
2022
Q2 | $1.93M | Buy |
7,046
+11
| +0.2% | +$3.02K | 1.44% | 18 |
|
2022
Q1 | $2.11M | Buy |
7,035
+384
| +6% | +$115K | 1.32% | 21 |
|
2021
Q4 | $2.76M | Buy |
6,651
+50
| +0.8% | +$20.7K | 1.67% | 15 |
|
2021
Q3 | $2.17M | Buy |
6,601
+240
| +4% | +$78.8K | 1.39% | 19 |
|
2021
Q2 | $2.03M | Buy |
6,361
+125
| +2% | +$39.9K | 1.31% | 21 |
|
2021
Q1 | $1.9M | Buy |
6,236
+321
| +5% | +$98K | 1.34% | 19 |
|
2020
Q4 | $1.57M | Buy |
5,915
+665
| +13% | +$177K | 1.16% | 21 |
|
2020
Q3 | $1.46M | Buy |
5,250
+1,955
| +59% | +$543K | 1.16% | 22 |
|
2020
Q2 | $825K | Hold |
3,295
| – | – | 0.79% | 32 |
|
2020
Q1 | $615K | Hold |
3,295
| – | – | 0.71% | 34 |
|
2019
Q4 | $720K | Buy |
+3,295
| New | +$720K | 0.69% | 34 |
|