Orgel Wealth Management’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 | $201K | Buy |
+549
| New | +$201K | ﹤0.01% | 86 |
|
2025
Q1 | – | Sell |
-545
| Closed | -$212K | – | 86 |
|
2024
Q4 | $212K | Hold |
545
| – | – | 0.01% | 85 |
|
2024
Q3 | $221K | Sell |
545
-51
| -9% | -$20.7K | 0.01% | 79 |
|
2024
Q2 | $205K | Buy |
596
+51
| +9% | +$17.6K | 0.01% | 78 |
|
2024
Q1 | $209K | Sell |
545
-66
| -11% | -$25.3K | 0.01% | 79 |
|
2023
Q4 | $212K | Buy |
+611
| New | +$212K | 0.01% | 82 |
|
2022
Q1 | – | Sell |
-583
| Closed | -$242K | – | 66 |
|
2021
Q4 | $242K | Buy |
+583
| New | +$242K | 0.02% | 55 |
|