OBWP
O'Brien Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87K | Buy |
16
+7
| +78% | +$2.57K | ﹤0.01% | 80 |
|
|
2025
Q1 | $3.3K | Buy |
+9
| New | +$3.3K | ﹤0.01% | 69 |
|
|
2024
Q3 | – | Sell |
-3
| Closed | -$1.03K | – | 71 |
|
|
2024
Q2 | $1.03K | Sell |
3
-8
| -73% | -$2.76K | ﹤0.01% | 60 |
|
|
2024
Q1 | $4.22K | Sell |
11
-13
| -54% | -$4.99K | ﹤0.01% | 62 |
|
|
2023
Q4 | $8.32K | Buy |
24
+21
| +700% | +$7.28K | ﹤0.01% | 61 |
|
|
2023
Q3 | $906 | Hold |
3
| – | – | ﹤0.01% | 56 |
|
|
2023
Q2 | $932 | Sell |
3
-11
| -79% | -$3.42K | ﹤0.01% | 57 |
|
|
2023
Q1 | $4.13K | Sell |
14
-319
| -96% | -$94.2K | ﹤0.01% | 56 |
|
|
2022
Q4 | $105K | Buy |
333
+280
| +528% | +$88.4K | 0.04% | 56 |
|
|
2022
Q3 | $15K | Buy |
53
+15
| +39% | +$4.25K | 0.01% | 57 |
|
|
2022
Q2 | $10K | Sell |
38
-24
| -39% | -$6.32K | ﹤0.01% | 64 |
|
|
2022
Q1 | $18K | Buy |
62
+35
| +130% | +$10.2K | 0.01% | 54 |
|
|
2021
Q4 | $10K | Buy |
27
+1
| +4% | +$370 | ﹤0.01% | 55 |
|
|
2021
Q3 | $9K | Sell |
26
-1,170
| -98% | -$405K | ﹤0.01% | 45 |
|
|
2021
Q2 | $385K | Buy |
+1,196
| New | +$385K | 0.13% | 27 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$4K | – | 136 |
|
|
2018
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 144 |
|