ORG Wealth Partners’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
$2.07M Buy
5,532
+360
+7% +$135K 0.5% 22
2025
Q1
$1.9M Buy
5,172
+4,246
+459% +$1.56M 0.58% 27
2024
Q4
$360K Sell
926
-60
-6% -$23.3K 0.11% 87
2024
Q3
$400K Buy
+986
New +$400K 0.13% 81