Patriot Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $10.9M | Sell |
63,564
-1,512
| -2% | -$271K | 1.6% | 18 |
|
|
2018
Q3 | $13.5M | Buy |
65,076
+1,385
| +2% | +$279K | 1.7% | 13 |
|
|
2018
Q2 | $12.4M | Buy |
63,691
+1,668
| +3% | +$312K | 1.71% | 13 |
|
|
2018
Q1 | $11.1M | Buy |
62,023
+2,147
| +4% | +$403K | 1.57% | 16 |
|
|
2017
Q4 | $11.3M | Sell |
59,876
-145
| -0.2% | -$25K | 1.61% | 18 |
|
|
2017
Q3 | $9.82M | Buy |
60,021
+174
| +0.3% | +$26.7K | 1.59% | 16 |
|
|
2017
Q2 | $9.18M | Buy |
59,847
+2,190
| +4% | +$336K | 1.54% | 13 |
|
|
2017
Q1 | $8.47M | Buy |
57,657
+1,147
| +2% | +$163K | 1.35% | 17 |
|
|
2016
Q4 | $7.58M | Sell |
56,510
-308
| -0.5% | -$39.7K | 1.43% | 20 |
|
|
2016
Q3 | $7.31M | Sell |
56,818
-1,635
| -3% | -$218K | 1.41% | 20 |
|
|
2016
Q2 | $7.46M | Buy |
58,453
+1,781
| +3% | +$236K | 1.47% | 21 |
|
|
2016
Q1 | $7.56M | Buy |
56,672
+498
| +0.9% | +$62.1K | 1.53% | 18 |
|
|
2015
Q4 | $7.43M | Buy |
56,174
+177
| +0.3% | +$22.5K | 1.54% | 20 |
|
|
2015
Q3 | $6.47M | Buy |
55,997
+1,590
| +3% | +$184K | 1.5% | 22 |
|
|
2015
Q2 | $6.05M | Buy |
54,407
+585
| +1% | +$65.5K | 1.35% | 26 |
|
|
2015
Q1 | $6.12M | Buy |
53,822
+2,057
| +4% | +$227K | 1.36% | 23 |
|
|
2014
Q4 | $5.43M | Buy |
51,765
+991
| +2% | +$96.3K | 1.27% | 27 |
|
|
2014
Q3 | $4.66M | Sell |
50,774
-47,904
| -49% | -$4.11M | 1.15% | 30 |
|
|
2014
Q2 | $7.99M | Buy |
98,678
+293
| +0.3% | +$23.1K | 2.02% | 11 |
|
|
2014
Q1 | $7.79M | Buy |
98,385
+2,134
| +2% | +$170K | 2.08% | 12 |
|
|
2013
Q4 | $7.92M | Sell |
96,251
-1,033
| -1% | -$80.5K | 2.19% | 10 |
|
|
2013
Q3 | $7.38M | Buy |
+97,284
| New | +$7.51M | 2.19% | 9 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 10 |
|
Other funds holding HD
