PWA
Phoenix Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
7,862
-353
| -4% | -$129K | 1.21% | 22 |
|
|
2025
Q1 | $3.01M | Sell |
8,215
-192
| -2% | -$70.4K | 1.31% | 22 |
|
|
2024
Q4 | $3.27M | Sell |
8,407
-83
| -1% | -$32.3K | 1.42% | 19 |
|
|
2024
Q3 | $3.44M | Sell |
8,490
-594
| -7% | -$241K | 1.6% | 15 |
|
|
2024
Q2 | $3.13M | Sell |
9,084
-154
| -2% | -$53K | 1.57% | 20 |
|
|
2024
Q1 | $3.54M | Sell |
9,238
-542
| -6% | -$208K | 2.16% | 12 |
|
|
2023
Q4 | $3.37M | Sell |
9,780
-341
| -3% | -$118K | 2.35% | 9 |
|
|
2023
Q3 | $3.06M | Buy |
10,121
+116
| +1% | +$35.1K | 1.8% | 12 |
|
|
2023
Q2 | $3.11M | Sell |
10,005
-577
| -5% | -$179K | 1.81% | 11 |
|
|
2023
Q1 | $3.12M | Buy |
10,582
+55
| +0.5% | +$16.2K | 1.93% | 11 |
|
|
2022
Q4 | $3.33M | Sell |
10,527
-73
| -0.7% | -$23.1K | 2% | 8 |
|
|
2022
Q3 | $2.93M | Buy |
10,600
+148
| +1% | +$40.8K | 2.93% | 4 |
|
|
2022
Q2 | $2.87M | Buy |
10,452
+63
| +0.6% | +$17.3K | 2.83% | 7 |
|
|
2022
Q1 | $3.1M | Sell |
10,389
-15
| -0.1% | -$4.48K | 3.21% | 9 |
|
|
2021
Q4 | $4.32M | Buy |
10,404
+339
| +3% | +$141K | 3.26% | 3 |
|
|
2021
Q3 | $3.3M | Buy |
10,065
+8,340
| +483% | +$2.74M | 2.47% | 3 |
|
|
2021
Q2 | $551K | Sell |
1,725
-295
| -15% | -$94.2K | 0.4% | 66 |
|
|
2021
Q1 | $622K | Sell |
2,020
-7
| -0.3% | -$2.16K | 0.48% | 50 |
|
|
2020
Q4 | $538K | Buy |
+2,027
| New | +$538K | 0.41% | 57 |
|