MPS Loria Financial Planners’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 | $824K | Sell |
2,246
-4
| -0.2% | -$1.47K | 0.24% | 29 |
|
|
2025
Q1 | $825K | Buy |
2,250
+8
| +0.4% | +$2.93K | 0.24% | 27 |
|
|
2024
Q4 | $872K | Hold |
2,242
| – | – | 0.26% | 29 |
|
|
2024
Q3 | $909K | Sell |
2,242
-101
| -4% | -$40.9K | 0.27% | 29 |
|
|
2024
Q2 | $807K | Buy |
2,343
+1
| +0% | +$344 | 0.26% | 32 |
|
|
2024
Q1 | $899K | Sell |
2,342
-206
| -8% | -$79K | 0.3% | 28 |
|
|
2023
Q4 | $883K | Buy |
2,548
+6
| +0.2% | +$2.08K | 0.31% | 32 |
|
|
2023
Q3 | $768K | Sell |
2,542
-17
| -0.7% | -$5.14K | 0.3% | 32 |
|
|
2023
Q2 | $795K | Buy |
2,559
+8
| +0.3% | +$2.49K | 0.3% | 31 |
|
|
2023
Q1 | $753K | Buy |
2,551
+120
| +5% | +$35.4K | 0.3% | 29 |
|
|
2022
Q4 | $768K | Sell |
2,431
-107
| -4% | -$33.8K | 0.34% | 28 |
|
|
2022
Q3 | $700K | Buy |
2,538
+120
| +5% | +$33.1K | 0.27% | 29 |
|
|
2022
Q2 | $663K | Buy |
2,418
+7
| +0.3% | +$1.92K | 0.3% | 30 |
|
|
2022
Q1 | $721K | Buy |
2,411
+7
| +0.3% | +$2.09K | 0.3% | 30 |
|
|
2021
Q4 | $997K | Buy |
2,404
+4
| +0.2% | +$1.66K | 0.41% | 23 |
|
|
2021
Q3 | $787K | Buy |
2,400
+5
| +0.2% | +$1.64K | 0.36% | 23 |
|
|
2021
Q2 | $764K | Sell |
2,395
-34
| -1% | -$10.8K | 0.35% | 26 |
|
|
2021
Q1 | $741K | Sell |
2,429
-309
| -11% | -$94.3K | 0.35% | 28 |
|
|
2020
Q4 | $723K | Buy |
2,738
+1,387
| +103% | +$366K | 0.32% | 28 |
|
|
2020
Q3 | $375K | Buy |
1,351
+5
| +0.4% | +$1.39K | 0.19% | 41 |
|
|
2020
Q2 | $337K | Buy |
1,346
+7
| +0.5% | +$1.75K | 0.18% | 43 |
|
|
2020
Q1 | $250K | Buy |
1,339
+8
| +0.6% | +$1.49K | 0.19% | 51 |
|
|
2019
Q4 | $290K | Buy |
1,331
+6
| +0.5% | +$1.31K | 0.17% | 52 |
|
|
2019
Q3 | $307K | Sell |
1,325
-194
| -13% | -$44.9K | 0.2% | 47 |
|
|
2019
Q2 | $315K | Buy |
1,519
+6
| +0.4% | +$1.24K | 0.2% | 47 |
|
|
2019
Q1 | $290K | Buy |
1,513
+8
| +0.5% | +$1.53K | 0.19% | 50 |
|
|
2018
Q4 | $258K | Buy |
1,505
+5
| +0.3% | +$857 | 0.19% | 57 |
|
|
2018
Q3 | $311K | Buy |
1,500
+5
| +0.3% | +$1.04K | 0.19% | 51 |
|
|
2018
Q2 | $292K | Buy |
1,495
+5
| +0.3% | +$977 | 0.29% | 51 |
|
|
2018
Q1 | $266K | Buy |
1,490
+6
| +0.4% | +$1.07K | 0.19% | 57 |
|
|
2017
Q4 | $281K | Buy |
1,484
+5
| +0.3% | +$947 | 0.19% | 59 |
|
|
2017
Q3 | $242K | Buy |
1,479
+5
| +0.3% | +$818 | 0.17% | 63 |
|
|
2017
Q2 | $221K | Buy |
+1,474
| New | +$221K | 0.15% | 65 |
|