Philip James Wealth Mangement’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
$4.36M Sell
11,878
-336
-3% -$123K 0.56% 40
2025
Q1
$4.48M Sell
12,214
-282
-2% -$103K 0.54% 45
2024
Q4
$4.86M Sell
12,496
-1,464
-10% -$570K 0.63% 38
2024
Q3
$5.66M Buy
13,960
+13,204
+1,747% +$5.35M 0.69% 35
2024
Q2
$260K Buy
756
+61
+9% +$21K 0.17% 55
2024
Q1
$267K Buy
695
+4
+0.6% +$1.53K 0.19% 55
2023
Q4
$239K Buy
+691
New +$239K 0.19% 64