Phillips Wealth Planners’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 | $1.21M | Buy |
3,303
+128
| +4% | +$47K | 1.1% | 21 |
|
|
2025
Q1 | $1.12M | Sell |
3,175
-436
| -12% | -$154K | 1.19% | 17 |
|
|
2024
Q4 | $1.41M | Sell |
3,611
-18
| -0.5% | -$7.02K | 1.41% | 10 |
|
|
2024
Q3 | $1.52M | Sell |
3,629
-138
| -4% | -$57.8K | 1.46% | 7 |
|
|
2024
Q2 | $1.3M | Buy |
3,767
+146
| +4% | +$50.3K | 1.37% | 11 |
|
|
2024
Q1 | $1.21M | Buy |
3,621
+301
| +9% | +$101K | 1.39% | 11 |
|
|
2023
Q4 | $1.19M | Buy |
3,320
+176
| +6% | +$63K | 1.43% | 11 |
|
|
2023
Q3 | $902K | Buy |
3,144
+71
| +2% | +$20.4K | 1.22% | 19 |
|
|
2023
Q2 | $955K | Sell |
3,073
-228
| -7% | -$70.8K | 1.25% | 19 |
|
|
2023
Q1 | $983K | Sell |
3,301
-491
| -13% | -$146K | 1.3% | 16 |
|
|
2022
Q4 | $1.23M | Buy |
+3,792
| New | +$1.23M | 2.14% | 8 |
|