OneDigital Investment Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.99M Sell
24,507
-5,858
-19% -$2.15M 0.1% 171
2025
Q1
$11.1M Sell
30,365
-1,044
-3% -$383K 0.13% 142
2024
Q4
$12.2M Sell
31,409
-2,247
-7% -$874K 0.14% 137
2024
Q3
$13.6M Sell
33,656
-1,062
-3% -$430K 0.16% 117
2024
Q2
$12M Buy
34,718
+6,097
+21% +$2.1M 0.15% 121
2024
Q1
$11M Sell
28,621
-1,058
-4% -$406K 0.17% 117
2023
Q4
$10.3M Buy
29,679
+186
+0.6% +$64.5K 0.18% 116
2023
Q3
$8.91M Buy
29,493
+1,889
+7% +$571K 0.19% 107
2023
Q2
$8.57M Buy
27,604
+373
+1% +$116K 0.19% 101
2023
Q1
$8.04M Buy
27,231
+1,459
+6% +$431K 0.19% 100
2022
Q4
$8.14M Buy
25,772
+2,362
+10% +$746K 0.24% 86
2022
Q3
$6.46M Buy
23,410
+3,046
+15% +$841K 0.24% 68
2022
Q2
$5.59M Sell
20,364
-567
-3% -$156K 0.24% 61
2022
Q1
$6.27M Buy
20,931
+3,643
+21% +$1.09M 0.24% 61
2021
Q4
$7.18M Buy
17,288
+20
+0.1% +$8.3K 0.25% 55
2021
Q3
$5.67M Buy
17,268
+1,473
+9% +$483K 0.22% 66
2021
Q2
$5.04M Buy
15,795
+1,601
+11% +$511K 0.21% 71
2021
Q1
$4.33M Sell
14,194
-348
-2% -$106K 0.2% 75
2020
Q4
$3.89M Sell
14,542
-481
-3% -$129K 0.2% 76
2020
Q3
$4.18M Sell
15,023
-1,818
-11% -$506K 0.29% 66
2020
Q2
$4.28M Buy
16,841
+444
+3% +$113K 0.31% 69
2020
Q1
$3.27M Buy
16,397
+2,234
+16% +$446K 0.29% 75
2019
Q4
$3.09M Buy
14,163
+89
+0.6% +$19.4K 0.24% 94
2019
Q3
$3.27M Buy
14,074
+4,947
+54% +$1.15M 0.29% 81
2019
Q2
$1.9M Buy
9,127
+2,571
+39% +$535K 0.15% 93
2019
Q1
$1.32M Buy
6,556
+448
+7% +$89.9K 0.19% 92
2018
Q4
$1.05M Buy
6,108
+551
+10% +$94.7K 0.18% 103
2018
Q3
$1.15M Buy
5,557
+200
+4% +$41.4K 0.27% 57
2018
Q2
$1.05M Buy
5,357
+1
+0% +$195 0.22% 65
2018
Q1
$955K Buy
5,356
+2
+0% +$357 0.21% 82
2017
Q4
$1.02M Buy
5,354
+4,916
+1,122% +$932K 0.12% 72
2017
Q3
$72K Sell
438
-4,879
-92% -$802K 0.03% 292
2017
Q2
$816K Buy
+5,317
New +$816K 0.24% 69