OWA
One Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
789
-4
| -0.5% | -$1.47K | 0.04% | 224 |
|
|
2025
Q1 | $291K | Sell |
793
-20
| -2% | -$7.33K | 0.04% | 222 |
|
|
2024
Q4 | $316K | Sell |
813
-41
| -5% | -$15.9K | 0.05% | 181 |
|
|
2024
Q3 | $346K | Buy |
854
+113
| +15% | +$45.8K | 0.05% | 177 |
|
|
2024
Q2 | $258K | Buy |
+741
| New | +$258K | 0.06% | 180 |
|
|
2023
Q1 | – | Sell |
-287
| Closed | -$90.7K | – | 362 |
|
|
2022
Q4 | $90.7K | Buy |
+287
| New | +$90.7K | 0.02% | 306 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | -$1K | – | 270 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 529 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 258 |
|
|
2018
Q3 | $1K | Sell |
7
-10
| -59% | -$1.43K | ﹤0.01% | 545 |
|
|
2018
Q2 | $3K | Sell |
17
-15
| -47% | -$2.65K | ﹤0.01% | 470 |
|
|
2018
Q1 | $6K | Sell |
32
-15
| -32% | -$2.81K | 0.01% | 349 |
|
|
2017
Q4 | $9K | Buy |
+47
| New | +$9K | 0.01% | 359 |
|