Omnia Family Wealth’s Home Depot HD Stock Holding History

Omnia Family Wealth’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$647K	Buy	1,765 +538	+44%	+$197K	0.23%	38
2025 Q1	$450K	Sell	1,227 -154	-11%	-$56.4K	0.19%	43
2024 Q4	$537K	Sell	1,381 -9	-0.6%	-$3.5K	0.22%	39
2024 Q3	$563K	Buy	1,390 +166	+14%	+$67.3K	0.24%	38
2024 Q2	$421K	Buy	1,224 +66	+6%	+$22.7K	0.18%	46
2024 Q1	$444K	Buy	1,158 +24	+2%	+$9.21K	0.21%	44
2023 Q4	$393K	Buy	1,134 +38	+3%	+$13.2K	0.2%	43
2023 Q3	$331K	Hold	1,096	–	–	0.21%	49
2023 Q2	$340K	Hold	1,096	–	–	0.23%	52
2023 Q1	$323K	Sell	1,096 -60	-5%	-$17.7K	0.25%	49
2022 Q4	$365K	Sell	1,156 -3	-0.3%	-$947	0.3%	44
2022 Q3	$320K	Sell	1,159 -310	-21%	-$85.6K	0.26%	45
2022 Q2	$403K	Hold	1,469	–	–	0.3%	41
2022 Q1	$440K	Buy	1,469 +52	+4%	+$15.6K	0.29%	41
2021 Q4	$588K	Buy	1,417 +1	+0.1%	+$415	0.36%	34
2021 Q3	$465K	Sell	1,416 -40	-3%	-$13.1K	0.32%	41
2021 Q2	$464K	Sell	1,456 -23	-2%	-$7.33K	0.3%	38
2021 Q1	$452K	Sell	1,479 -80	-5%	-$24.4K	0.34%	38
2020 Q4	$414K	Sell	1,559 -105	-6%	-$27.9K	0.38%	41
2020 Q3	$462K	Buy	1,664 +1	+0.1%	+$278	0.44%	38
2020 Q2	$417K	Sell	1,663 -68	-4%	-$17K	0.41%	38
2020 Q1	$323K	Sell	1,731 -291	-14%	-$54.3K	0.34%	49
2019 Q4	$441K	Buy	2,022 +1	+0%	+$218	0.2%	55
2019 Q3	$469K	Buy	2,021 +1	+0%	+$232	0.34%	47
2019 Q2	$420K	Sell	2,020 -229	-10%	-$47.6K	0.21%	55
2019 Q1	$431K	Buy	2,249 +78	+4%	+$14.9K	0.21%	48
2018 Q4	$373K	Buy	2,171 +456	+27%	+$78.3K	0.2%	55
2018 Q3	$355K	Hold	1,715	–	–	0.16%	56
2018 Q2	$335K	Buy	1,715 +1	+0.1%	+$195	0.16%	54
2018 Q1	$306K	Buy	1,714 +103	+6%	+$18.4K	0.14%	63
2017 Q4	$305K	Hold	1,611	–	–	0.14%	59
2017 Q3	$263K	Sell	1,611 -117	-7%	-$19.1K	0.13%	72
2017 Q2	$265K	Buy	1,728 +1	+0.1%	+$153	0.13%	70
2017 Q1	$254K	Hold	1,727	–	–	0.12%	74
2016 Q4	$232K	Buy	+1,727	New	+$232K	0.12%	83