PA
Perennial Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
14,127
-51
| -0.4% | -$18.7K | 0.96% | 35 |
|
|
2025
Q1 | $5.2M | Sell |
14,178
-242
| -2% | -$88.7K | 1.04% | 36 |
|
|
2024
Q4 | $5.61M | Buy |
+14,420
| New | +$5.61M | 1.22% | 29 |
|
|
2024
Q2 | $4.91M | Buy |
14,272
+662
| +5% | +$228K | 1.1% | 33 |
|
|
2024
Q1 | $5.22M | Sell |
13,610
-56
| -0.4% | -$21.5K | 1.21% | 29 |
|
|
2023
Q4 | $4.74M | Buy |
13,666
+33
| +0.2% | +$11.4K | 1.16% | 33 |
|
|
2023
Q3 | $4.12M | Buy |
13,633
+130
| +1% | +$39.3K | 1.11% | 36 |
|
|
2023
Q2 | $4.19M | Buy |
13,503
+111
| +0.8% | +$34.5K | 1.07% | 36 |
|
|
2023
Q1 | $3.95M | Buy |
13,392
+790
| +6% | +$233K | 1.13% | 35 |
|
|
2022
Q4 | $3.98M | Buy |
12,602
+418
| +3% | +$132K | 1.27% | 36 |
|
|
2022
Q3 | $3.36M | Buy |
12,184
+170
| +1% | +$46.9K | 1.1% | 39 |
|
|
2022
Q2 | $3.3M | Buy |
12,014
+296
| +3% | +$81.2K | 1.03% | 39 |
|
|
2022
Q1 | $3.51M | Buy |
11,718
+1,946
| +20% | +$583K | 0.93% | 42 |
|
|
2021
Q4 | $4.06M | Buy |
9,772
+448
| +5% | +$186K | 1.09% | 38 |
|
|
2021
Q3 | $3.06M | Buy |
9,324
+355
| +4% | +$117K | 0.9% | 41 |
|
|
2021
Q2 | $2.86M | Buy |
8,969
+725
| +9% | +$231K | 0.83% | 44 |
|
|
2021
Q1 | $2.52M | Buy |
8,244
+2,040
| +33% | +$623K | 0.79% | 43 |
|
|
2020
Q4 | $1.65M | Buy |
6,204
+996
| +19% | +$265K | 0.58% | 48 |
|
|
2020
Q3 | $1.45M | Buy |
5,208
+485
| +10% | +$135K | 0.59% | 47 |
|
|
2020
Q2 | $1.18M | Buy |
4,723
+496
| +12% | +$124K | 0.5% | 51 |
|
|
2020
Q1 | $789K | Buy |
4,227
+2,176
| +106% | +$406K | 0.44% | 53 |
|
|
2019
Q4 | $448K | Buy |
2,051
+145
| +8% | +$31.7K | 0.22% | 63 |
|
|
2019
Q3 | $442K | Buy |
1,906
+67
| +4% | +$15.5K | 0.23% | 62 |
|
|
2019
Q2 | $382K | Buy |
1,839
+330
| +22% | +$68.5K | 0.2% | 66 |
|
|
2019
Q1 | $290K | Hold |
1,509
| – | – | 0.16% | 67 |
|
|
2018
Q4 | $259K | Buy |
1,509
+850
| +129% | +$146K | 0.17% | 65 |
|
|
2018
Q3 | $137K | Buy |
659
+245
| +59% | +$50.9K | 0.08% | 75 |
|
|
2018
Q2 | $81K | Hold |
414
| – | – | 0.05% | 92 |
|
|
2018
Q1 | $74K | Sell |
414
-214
| -34% | -$38.3K | 0.05% | 93 |
|
|
2017
Q4 | $119K | Buy |
628
+78
| +14% | +$14.8K | 0.07% | 87 |
|
|
2017
Q3 | $90K | Hold |
550
| – | – | 0.06% | 90 |
|
|
2017
Q2 | $84K | Buy |
550
+78
| +17% | +$11.9K | 0.06% | 91 |
|
|
2017
Q1 | $69K | Hold |
472
| – | – | 0.05% | 91 |
|
|
2016
Q4 | $63K | Buy |
+472
| New | +$63K | 0.05% | 93 |
|