Peterson Wealth Advisors’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 | $485K | Buy |
1,321
+3
| +0.2% | +$1.1K | 0.08% | 64 |
|
|
2025
Q1 | $450K | Buy |
1,318
+3
| +0.2% | +$1.03K | 0.09% | 61 |
|
|
2024
Q4 | $512K | Buy |
1,315
+47
| +4% | +$18.3K | 0.09% | 55 |
|
|
2024
Q3 | $514K | Sell |
1,268
-251
| -17% | -$102K | 0.1% | 51 |
|
|
2024
Q2 | $523K | Sell |
1,519
-6
| -0.4% | -$2.07K | 0.11% | 47 |
|
|
2024
Q1 | $585K | Sell |
1,525
-3
| -0.2% | -$1.15K | 0.12% | 43 |
|
|
2023
Q4 | $530K | Buy |
1,528
+24
| +2% | +$8.32K | 0.13% | 42 |
|
|
2023
Q3 | $454K | Buy |
1,504
+22
| +1% | +$6.65K | 0.12% | 42 |
|
|
2023
Q2 | $459K | Sell |
1,482
-906
| -38% | -$281K | 0.12% | 44 |
|
|
2023
Q1 | $705K | Buy |
2,388
+47
| +2% | +$13.9K | 0.19% | 32 |
|
|
2022
Q4 | $739K | Buy |
2,341
+31
| +1% | +$9.79K | 0.22% | 31 |
|
|
2022
Q3 | $637K | Sell |
2,310
-44
| -2% | -$12.1K | 0.21% | 32 |
|
|
2022
Q2 | $646K | Hold |
2,354
| – | – | 0.21% | 30 |
|
|
2022
Q1 | $705K | Sell |
2,354
-50
| -2% | -$15K | 0.21% | 33 |
|
|
2021
Q4 | $998K | Buy |
2,404
+54
| +2% | +$22.4K | 0.29% | 26 |
|
|
2021
Q3 | $771K | Hold |
2,350
| – | – | 0.25% | 28 |
|
|
2021
Q2 | $749K | Hold |
2,350
| – | – | 0.27% | 25 |
|
|
2021
Q1 | $717K | Hold |
2,350
| – | – | 0.29% | 24 |
|
|
2020
Q4 | $624K | Buy |
2,350
+732
| +45% | +$194K | 0.27% | 26 |
|
|
2020
Q3 | $449K | Buy |
1,618
+44
| +3% | +$12.2K | 0.23% | 33 |
|
|
2020
Q2 | $394K | Buy |
1,574
+7
| +0.4% | +$1.75K | 0.21% | 35 |
|
|
2020
Q1 | $293K | Buy |
1,567
+9
| +0.6% | +$1.68K | 0.19% | 41 |
|
|
2019
Q4 | $340K | Buy |
1,558
+116
| +8% | +$25.3K | 0.19% | 32 |
|
|
2019
Q3 | $335K | Sell |
1,442
-32
| -2% | -$7.43K | 0.21% | 32 |
|
|
2019
Q2 | $307K | Sell |
1,474
-39
| -3% | -$8.12K | 0.19% | 33 |
|
|
2019
Q1 | $308K | Buy |
1,513
+55
| +4% | +$11.2K | 0.21% | 32 |
|
|
2018
Q4 | $250K | Buy |
1,458
+60
| +4% | +$10.3K | 0.2% | 34 |
|
|
2018
Q3 | $290K | Buy |
+1,398
| New | +$290K | 0.21% | 37 |
|
|
2018
Q2 | – | Sell |
-1,362
| Closed | -$243K | – | 47 |
|
|
2018
Q1 | $243K | Buy |
1,362
+7
| +0.5% | +$1.25K | 0.2% | 40 |
|
|
2017
Q4 | $257K | Buy |
+1,355
| New | +$257K | 0.23% | 40 |
|