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 |
|