Navis 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 | $562K | Buy |
1,532
+27
| +2% | +$9.9K | 0.47% | 48 |
|
|
2025
Q1 | $552K | Buy |
1,505
+181
| +14% | +$66.4K | 0.54% | 42 |
|
|
2024
Q4 | $515K | Buy |
1,324
+214
| +19% | +$83.3K | 0.56% | 44 |
|
|
2024
Q3 | $450K | Hold |
1,110
| – | – | 0.49% | 50 |
|
|
2024
Q2 | $382K | Buy |
1,110
+76
| +7% | +$26.2K | 0.44% | 49 |
|
|
2024
Q1 | $397K | Buy |
1,034
+24
| +2% | +$9.21K | 0.48% | 48 |
|
|
2023
Q4 | $350K | Sell |
1,010
-60
| -6% | -$20.8K | 0.46% | 52 |
|
|
2023
Q3 | $323K | Buy |
1,070
+8
| +0.8% | +$2.42K | 0.47% | 53 |
|
|
2023
Q2 | $330K | Sell |
1,062
-1
| -0.1% | -$311 | 0.3% | 53 |
|
|
2023
Q1 | $314K | Sell |
1,063
-32
| -3% | -$9.45K | 0.34% | 52 |
|
|
2022
Q4 | $346K | Buy |
1,095
+173
| +19% | +$54.7K | 0.49% | 45 |
|
|
2022
Q3 | $255K | Hold |
922
| – | – | 0.39% | 59 |
|
|
2022
Q2 | $253K | Hold |
922
| – | – | 0.27% | 81 |
|
|
2022
Q1 | $276K | Hold |
922
| – | – | 0.24% | 85 |
|
|
2021
Q4 | $383K | Buy |
922
+167
| +22% | +$69.4K | 0.32% | 63 |
|
|
2021
Q3 | $248K | Buy |
755
+1
| +0.1% | +$328 | 0.17% | 94 |
|
|
2021
Q2 | $240K | Buy |
754
+1
| +0.1% | +$318 | 0.2% | 91 |
|
|
2021
Q1 | $230K | Buy |
753
+502
| +200% | +$153K | 0.18% | 84 |
|
|
2020
Q4 | $67K | Buy |
+251
| New | +$67K | 0.06% | 137 |
|