Perfromance Wealth Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.94M | Buy |
8,008
+964
| +14% | +$353K | 0.09% | 38 |
|
2025
Q1 | $2.58M | Sell |
7,044
-355
| -5% | -$130K | 0.09% | 37 |
|
2024
Q4 | $2.88M | Sell |
7,399
-269
| -4% | -$105K | 0.09% | 35 |
|
2024
Q3 | $3.11M | Sell |
7,668
-498
| -6% | -$202K | 0.11% | 33 |
|
2024
Q2 | $2.81M | Sell |
8,166
-759
| -9% | -$261K | 0.1% | 33 |
|
2024
Q1 | $3.42M | Sell |
8,925
-890
| -9% | -$341K | 0.14% | 40 |
|
2023
Q4 | $3.4M | Sell |
9,815
-1,068
| -10% | -$370K | 0.15% | 48 |
|
2023
Q3 | $3.29M | Buy |
10,883
+1,927
| +22% | +$582K | 0.16% | 50 |
|
2023
Q2 | $2.78M | Buy |
8,956
+2,321
| +35% | +$721K | 0.13% | 56 |
|
2023
Q1 | $1.96M | Buy |
6,635
+2,087
| +46% | +$616K | 0.1% | 62 |
|
2022
Q4 | $1.44M | Buy |
4,548
+565
| +14% | +$178K | 0.09% | 62 |
|
2022
Q3 | $1.1M | Buy |
3,983
+95
| +2% | +$26.2K | 0.06% | 64 |
|
2022
Q2 | $1.07M | Buy |
3,888
+256
| +7% | +$70.2K | 0.06% | 66 |
|
2022
Q1 | $1.09M | Buy |
3,632
+584
| +19% | +$175K | 0.05% | 72 |
|
2021
Q4 | $1.27M | Buy |
+3,048
| New | +$1.27M | 0.05% | 73 |
|