Peninsula Wealth’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $381K | Buy |
978
+73
| +8% | +$28.4K | 0.06% | 79 |
|
2024
Q3 | $379K | Buy |
905
+99
| +12% | +$41.4K | 0.07% | 77 |
|
2024
Q2 | $290K | Sell |
806
-5
| -0.6% | -$1.8K | 0.05% | 81 |
|
2024
Q1 | $311K | Buy |
811
+24
| +3% | +$9.21K | 0.06% | 76 |
|
2023
Q4 | $273K | Buy |
787
+60
| +8% | +$20.8K | 0.06% | 78 |
|
2023
Q3 | $207K | Buy |
727
+39
| +6% | +$11.1K | 0.05% | 79 |
|
2023
Q2 | $214K | Buy |
+688
| New | +$214K | 0.06% | 73 |
|
2023
Q1 | – | Sell |
-640
| Closed | -$202K | – | 74 |
|
2022
Q4 | $202K | Buy |
+640
| New | +$202K | 0.06% | 72 |
|
2022
Q1 | – | Sell |
-571
| Closed | -$237K | – | 69 |
|
2021
Q4 | $237K | Buy |
+571
| New | +$237K | 0.06% | 63 |
|