Mount Yale Investment 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 | $4.05M | Sell |
11,045
-1,118
| -9% | -$410K | 0.32% | 61 |
|
|
2025
Q1 | $4.46M | Sell |
12,163
-56
| -0.5% | -$20.5K | 0.38% | 43 |
|
|
2024
Q4 | $4.75M | Buy |
12,219
+2,490
| +26% | +$969K | 0.38% | 45 |
|
|
2024
Q3 | $3.94M | Sell |
9,729
-1,241
| -11% | -$503K | 0.38% | 63 |
|
|
2024
Q2 | $3.78M | Sell |
10,970
-567
| -5% | -$195K | 0.3% | 70 |
|
|
2024
Q1 | $4.43M | Buy |
11,537
+3,137
| +37% | +$1.2M | 0.34% | 65 |
|
|
2023
Q4 | $2.91M | Sell |
8,400
-9
| -0.1% | -$3.12K | 0.28% | 87 |
|
|
2023
Q3 | $2.54M | Sell |
8,409
-70
| -0.8% | -$21.2K | 0.28% | 82 |
|
|
2023
Q2 | $2.63M | Sell |
8,479
-1,768
| -17% | -$549K | 0.28% | 82 |
|
|
2023
Q1 | $3.02M | Sell |
10,247
-1,381
| -12% | -$408K | 0.34% | 69 |
|
|
2022
Q4 | $3.67M | Sell |
11,628
-74
| -0.6% | -$23.4K | 0.42% | 64 |
|
|
2022
Q3 | $3.23M | Buy |
11,702
+411
| +4% | +$113K | 0.43% | 57 |
|
|
2022
Q2 | $3.1M | Buy |
11,291
+149
| +1% | +$40.9K | 0.39% | 61 |
|
|
2022
Q1 | $3.34M | Sell |
11,142
-763
| -6% | -$228K | 0.36% | 60 |
|
|
2021
Q4 | $4.94M | Sell |
11,905
-574
| -5% | -$238K | 0.51% | 45 |
|
|
2021
Q3 | $4.1M | Sell |
12,479
-509
| -4% | -$167K | 0.47% | 48 |
|
|
2021
Q2 | $4.14M | Sell |
12,988
-830
| -6% | -$265K | 0.5% | 48 |
|
|
2021
Q1 | $4.22M | Sell |
13,818
-207
| -1% | -$63.2K | 0.55% | 45 |
|
|
2020
Q4 | $3.73M | Sell |
14,025
-15
| -0.1% | -$3.98K | 0.52% | 49 |
|
|
2020
Q3 | $3.9M | Sell |
14,040
-151
| -1% | -$41.9K | 0.56% | 41 |
|
|
2020
Q2 | $3.56M | Sell |
14,191
-1,669
| -11% | -$418K | 0.64% | 43 |
|
|
2020
Q1 | $2.96M | Buy |
15,860
+576
| +4% | +$108K | 0.67% | 35 |
|
|
2019
Q4 | $3.49M | Sell |
15,284
-1,328
| -8% | -$303K | 0.61% | 40 |
|
|
2019
Q3 | $3.87M | Sell |
16,612
-638
| -4% | -$149K | 0.69% | 35 |
|
|
2019
Q2 | $3.59M | Sell |
17,250
-345
| -2% | -$71.7K | 0.66% | 37 |
|
|
2019
Q1 | $3.38M | Buy |
17,595
+6,840
| +64% | +$1.31M | 0.63% | 38 |
|
|
2018
Q4 | $1.97M | Buy |
10,755
+387
| +4% | +$70.8K | 0.4% | 61 |
|
|
2018
Q3 | $1.94M | Sell |
10,368
-1,136
| -10% | -$213K | 0.34% | 67 |
|
|
2018
Q2 | $2.24M | Sell |
11,504
-26,926
| -70% | -$5.25M | 0.42% | 57 |
|
|
2018
Q1 | $6.85M | Buy |
+38,430
| New | +$6.85M | 1.47% | 8 |
|