My Personal CFO LLC’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
$721K Sell
1,967
-11
-0.6% -$4.03K 0.33% 49
2025
Q1
$725K Sell
1,978
-14
-0.7% -$5.13K 0.37% 45
2024
Q4
$775K Hold
1,992
0.4% 47
2024
Q3
$807K Sell
1,992
-120
-6% -$48.6K 0.44% 44
2024
Q2
$727K Sell
2,112
-7
-0.3% -$2.41K 0.39% 48
2024
Q1
$813K Buy
2,119
+10
+0.5% +$3.84K 0.47% 46
2023
Q4
$731K Buy
2,109
+49
+2% +$17K 0.48% 46
2023
Q3
$622K Hold
2,060
0.5% 47
2023
Q2
$640K Sell
2,060
-5
-0.2% -$1.55K 0.5% 45
2023
Q1
$609K Buy
2,065
+1,464
+244% +$432K 0.52% 43
2022
Q4
$653K Hold
601
0.6% 36
2022
Q3
$569K Sell
601
-861
-59% -$815K 0.86% 29
2022
Q2
$401K Buy
1,462
+113
+8% +$31K 0.51% 38
2022
Q1
$404K Sell
1,349
-96
-7% -$28.8K 0.42% 38
2021
Q4
$600K Buy
+1,445
New +$600K 0.52% 35