MSWM
Mowery & Schoenfeld Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
537
-16
| -3% | -$5.86K | 0.3% | 49 |
|
|
2025
Q1 | $203K | Buy |
553
+18
| +3% | +$6.59K | 0.4% | 48 |
|
|
2024
Q4 | $208K | Buy |
535
+457
| +586% | +$178K | 0.4% | 42 |
|
|
2024
Q3 | $31.6K | Hold |
78
| – | – | 0.05% | 127 |
|
|
2024
Q2 | $26.9K | Buy |
78
+77
| +7,700% | +$26.5K | 0.04% | 133 |
|
|
2024
Q1 | $384 | Hold |
1
| – | – | ﹤0.01% | 152 |
|
|
2023
Q4 | $347 | Buy |
+1
| New | +$347 | ﹤0.01% | 160 |
|