PWM
PBMares Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,719
+44
| +1% | +$16.1K | 0.25% | 50 |
|
|
2025
Q1 | $1.35M | Sell |
3,675
-779
| -17% | -$286K | 0.27% | 53 |
|
|
2024
Q4 | $1.73M | Sell |
4,454
-164
| -4% | -$63.8K | 0.35% | 42 |
|
|
2024
Q3 | $1.87M | Buy |
4,618
+19
| +0.4% | +$7.7K | 0.39% | 36 |
|
|
2024
Q2 | $1.58M | Buy |
4,599
+5
| +0.1% | +$1.72K | 0.39% | 40 |
|
|
2024
Q1 | $1.76M | Buy |
4,594
+143
| +3% | +$54.9K | 0.46% | 36 |
|
|
2023
Q4 | $1.54M | Sell |
4,451
-78
| -2% | -$27K | 0.46% | 37 |
|
|
2023
Q3 | $1.37M | Sell |
4,529
-90
| -2% | -$27.2K | 0.49% | 37 |
|
|
2023
Q2 | $1.43M | Sell |
4,619
-12
| -0.3% | -$3.73K | 0.51% | 36 |
|
|
2023
Q1 | $1.37M | Buy |
4,631
+201
| +5% | +$59.3K | 0.51% | 36 |
|
|
2022
Q4 | $1.4M | Buy |
4,430
+1
| +0% | +$316 | 0.57% | 31 |
|
|
2022
Q3 | $1.22M | Buy |
4,429
+76
| +2% | +$21K | 0.53% | 36 |
|
|
2022
Q2 | $1.19M | Buy |
4,353
+1
| +0% | +$274 | 0.51% | 40 |
|
|
2022
Q1 | $1.3M | Buy |
4,352
+50
| +1% | +$15K | 0.8% | 26 |
|
|
2021
Q4 | $1.79M | Buy |
4,302
+1
| +0% | +$415 | 0.75% | 20 |
|
|
2021
Q3 | $1.41M | Sell |
4,301
-500
| -10% | -$164K | 0.67% | 28 |
|
|
2021
Q2 | $1.53M | Buy |
4,801
+1
| +0% | +$319 | 0.83% | 21 |
|
|
2021
Q1 | $1.47M | Sell |
4,800
-12
| -0.2% | -$3.66K | 1.2% | 15 |
|
|
2020
Q4 | $1.28M | Buy |
4,812
+519
| +12% | +$138K | 1.47% | 15 |
|
|
2020
Q3 | $1.19M | Hold |
4,293
| – | – | 1.75% | 11 |
|
|
2020
Q2 | $1.08M | Sell |
4,293
-359
| -8% | -$89.9K | 1.62% | 15 |
|
|
2020
Q1 | $869K | Buy |
4,652
+46
| +1% | +$8.59K | 1.37% | 20 |
|
|
2019
Q4 | $1.01M | Buy |
+4,606
| New | +$1.01M | 1.2% | 23 |
|