PFWA
Paces Ferry Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
4,794
-309
| -6% | -$113K | 0.81% | 28 |
|
|
2025
Q1 | $1.87M | Sell |
5,103
-69
| -1% | -$25.3K | 0.93% | 25 |
|
|
2024
Q4 | $2.01M | Sell |
5,172
-11
| -0.2% | -$4.28K | 0.98% | 27 |
|
|
2024
Q3 | $2.1M | Sell |
5,183
-2,087
| -29% | -$846K | 1.21% | 21 |
|
|
2024
Q2 | $2.5M | Sell |
7,270
-7
| -0.1% | -$2.41K | 1.51% | 16 |
|
|
2024
Q1 | $2.79M | Sell |
7,277
-69
| -0.9% | -$26.5K | 1.79% | 15 |
|
|
2023
Q4 | $2.55M | Buy |
7,346
+228
| +3% | +$79K | 1.77% | 16 |
|
|
2023
Q3 | $2.15M | Sell |
7,118
-18
| -0.3% | -$5.44K | 1.7% | 17 |
|
|
2023
Q2 | $2.22M | Sell |
7,136
-30
| -0.4% | -$9.32K | 1.66% | 16 |
|
|
2023
Q1 | $2.11M | Buy |
7,166
+150
| +2% | +$44.3K | 1.71% | 15 |
|
|
2022
Q4 | $2.22M | Buy |
7,016
+4
| +0.1% | +$1.26K | 2.16% | 11 |
|
|
2022
Q3 | $1.94M | Sell |
7,012
-487
| -6% | -$134K | 2.11% | 10 |
|
|
2022
Q2 | $2.06M | Buy |
7,499
+112
| +2% | +$30.7K | 2.02% | 10 |
|
|
2022
Q1 | $2.21M | Sell |
7,387
-1,201
| -14% | -$359K | 1.76% | 15 |
|
|
2021
Q4 | $3.56M | Sell |
8,588
-733
| -8% | -$304K | 2.56% | 8 |
|
|
2021
Q3 | $3.06M | Buy |
9,321
+346
| +4% | +$114K | 2.44% | 8 |
|
|
2021
Q2 | $2.86M | Buy |
8,975
+62
| +0.7% | +$19.8K | 2.19% | 10 |
|
|
2021
Q1 | $2.72M | Buy |
8,913
+89
| +1% | +$27.2K | 2.37% | 10 |
|
|
2020
Q4 | $2.34M | Buy |
8,824
+16
| +0.2% | +$4.25K | 2.14% | 12 |
|
|
2020
Q3 | $2.45M | Buy |
+8,808
| New | +$2.45M | 2.13% | 7 |
|