Motive 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 | $393K | Buy |
1,073
+189
| +21% | +$69.3K | 0.18% | 50 |
|
2025
Q1 | $324K | Sell |
884
-90
| -9% | -$33K | 0.17% | 52 |
|
2024
Q4 | $379K | Buy |
974
+127
| +15% | +$49.4K | 0.2% | 52 |
|
2024
Q3 | $292K | Hold |
847
| – | – | 0.18% | 55 |
|
2024
Q2 | $292K | Sell |
847
-40
| -5% | -$13.8K | 0.18% | 55 |
|
2024
Q1 | $340K | Buy |
+887
| New | +$340K | 0.21% | 53 |
|
2023
Q3 | – | Sell |
-686
| Closed | -$213K | – | 51 |
|
2023
Q2 | $213K | Buy |
+686
| New | +$213K | 0.22% | 53 |
|
2023
Q1 | – | Sell |
-814
| Closed | -$257K | – | 54 |
|
2022
Q4 | $257K | Buy |
814
+45
| +6% | +$14.2K | 0.2% | 53 |
|
2022
Q3 | $212K | Buy |
+769
| New | +$212K | 0.17% | 59 |
|