OWA
Octavia Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
2,854
-81
| -3% | -$29.7K | 0.12% | 70 |
|
|
2025
Q1 | $1.08M | Buy |
2,935
+72
| +3% | +$26.4K | 0.13% | 69 |
|
|
2024
Q4 | $1.11M | Sell |
2,863
-48
| -2% | -$18.7K | 0.14% | 67 |
|
|
2024
Q3 | $1.18M | Buy |
2,911
+149
| +5% | +$60.4K | 0.15% | 65 |
|
|
2024
Q2 | $951K | Sell |
2,762
-162
| -6% | -$55.8K | 0.13% | 76 |
|
|
2024
Q1 | $1.12M | Buy |
2,924
+375
| +15% | +$144K | 0.17% | 70 |
|
|
2023
Q4 | $883K | Buy |
2,549
+263
| +12% | +$91.1K | 0.16% | 78 |
|
|
2023
Q3 | $691K | Buy |
2,286
+408
| +22% | +$123K | 0.14% | 78 |
|
|
2023
Q2 | $583K | Sell |
1,878
-102
| -5% | -$31.7K | 0.12% | 90 |
|
|
2023
Q1 | $584K | Sell |
1,980
-87
| -4% | -$25.7K | 0.13% | 84 |
|
|
2022
Q4 | $653K | Sell |
2,067
-85
| -4% | -$26.8K | 0.16% | 77 |
|
|
2022
Q3 | $594K | Sell |
2,152
-133
| -6% | -$36.7K | 0.16% | 79 |
|
|
2022
Q2 | $625K | Sell |
2,285
-221
| -9% | -$60.4K | 0.16% | 81 |
|
|
2022
Q1 | $751K | Buy |
2,506
+79
| +3% | +$23.7K | 0.17% | 75 |
|
|
2021
Q4 | $1.01M | Buy |
2,427
+50
| +2% | +$20.7K | 0.22% | 65 |
|
|
2021
Q3 | $780K | Sell |
2,377
-456
| -16% | -$150K | 0.2% | 69 |
|
|
2021
Q2 | $903K | Sell |
2,833
-22
| -0.8% | -$7.01K | 0.24% | 65 |
|
|
2021
Q1 | $871K | Buy |
2,855
+145
| +5% | +$44.2K | 0.26% | 67 |
|
|
2020
Q4 | $720K | Buy |
+2,710
| New | +$720K | 0.23% | 72 |
|