Phillips Financial Management’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 | $527K | Buy |
1,437
+171
| +14% | +$62.7K | 0.04% | 138 |
|
|
2025
Q1 | $464K | Buy |
1,266
+50
| +4% | +$18.3K | 0.04% | 139 |
|
|
2024
Q4 | $473K | Buy |
1,216
+47
| +4% | +$18.3K | 0.04% | 134 |
|
|
2024
Q3 | $474K | Buy |
1,169
+43
| +4% | +$17.4K | 0.04% | 136 |
|
|
2024
Q2 | $387K | Sell |
1,126
-172
| -13% | -$59.2K | 0.03% | 142 |
|
|
2024
Q1 | $498K | Buy |
1,298
+58
| +5% | +$22.2K | 0.04% | 133 |
|
|
2023
Q4 | $430K | Buy |
1,240
+41
| +3% | +$14.2K | 0.04% | 134 |
|
|
2023
Q3 | $362K | Buy |
1,199
+127
| +12% | +$38.4K | 0.03% | 140 |
|
|
2023
Q2 | $333K | Buy |
1,072
+32
| +3% | +$9.94K | 0.03% | 144 |
|
|
2023
Q1 | $307K | Buy |
1,040
+51
| +5% | +$15K | 0.03% | 143 |
|
|
2022
Q4 | $312K | Buy |
989
+29
| +3% | +$9.16K | 0.03% | 126 |
|
|
2022
Q3 | $265K | Buy |
+960
| New | +$265K | 0.03% | 131 |
|
|
2022
Q2 | – | Sell |
-1,358
| Closed | -$406K | – | 120 |
|
|
2022
Q1 | $406K | Buy |
+1,358
| New | +$406K | 0.04% | 115 |
|