OWM
OneAscent Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
589
+23
| +4% | +$8.44K | 0.08% | 160 |
|
|
2025
Q1 | $207K | Sell |
566
-60
| -10% | -$21.9K | 0.09% | 143 |
|
|
2024
Q4 | $244K | Sell |
626
-162
| -21% | -$63.1K | 0.1% | 135 |
|
|
2024
Q3 | $319K | Buy |
+788
| New | +$319K | 0.12% | 119 |
|
|
2024
Q2 | – | Sell |
-1,947
| Closed | -$747K | – | 127 |
|
|
2024
Q1 | $747K | Buy |
1,947
+1,026
| +111% | +$394K | 0.29% | 42 |
|
|
2023
Q4 | $319K | Buy |
921
+139
| +18% | +$48.1K | 0.13% | 110 |
|
|
2023
Q3 | $236K | Buy |
+782
| New | +$236K | 0.1% | 140 |
|
|
2023
Q2 | – | Sell |
-1,067
| Closed | -$315K | – | 141 |
|
|
2023
Q1 | $315K | Buy |
+1,067
| New | +$315K | 0.12% | 116 |
|
|
2021
Q1 | $1.13M | Sell |
3,704
-1,890
| -34% | -$577K | 0.48% | 34 |
|
|
2020
Q4 | $1.49M | Buy |
+5,594
| New | +$1.49M | 0.67% | 15 |
|