Pacific Capital Wealth 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
Q1 | – | Sell |
-123
| Closed | -$47.9K | – | 207 |
|
|
2024
Q4 | $47.9K | Sell |
123
-10
| -8% | -$3.89K | 0.01% | 155 |
|
|
2024
Q3 | $53.8K | Sell |
133
-178
| -57% | -$72K | 0.01% | 151 |
|
|
2024
Q2 | $107K | Buy |
311
+111
| +56% | +$38.2K | 0.02% | 105 |
|
|
2024
Q1 | $76.8K | Buy |
200
+24
| +14% | +$9.22K | 0.02% | 104 |
|
|
2023
Q4 | $61K | Buy |
+176
| New | +$61K | 0.02% | 118 |
|
|
2020
Q4 | – | Sell |
-131
| Closed | -$36K | – | 112 |
|
|
2020
Q3 | $36K | Buy |
+131
| New | +$36K | 0.02% | 119 |
|