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