Pinnacle Wealth Planning Services’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 | $1.78M | Sell |
4,862
-44
| -0.9% | -$16.1K | 0.23% | 52 |
|
2025
Q1 | $1.8M | Buy |
4,906
+293
| +6% | +$107K | 0.27% | 52 |
|
2024
Q4 | $1.79M | Sell |
4,613
-1,854
| -29% | -$721K | 0.27% | 51 |
|
2024
Q3 | $2.62M | Buy |
6,467
+95
| +1% | +$38.5K | 0.36% | 42 |
|
2024
Q2 | $2.19M | Buy |
6,372
+61
| +1% | +$21K | 0.31% | 50 |
|
2024
Q1 | $2.42M | Buy |
6,311
+53
| +0.8% | +$20.3K | 0.35% | 47 |
|
2023
Q4 | $2.17M | Sell |
6,258
-149
| -2% | -$51.6K | 0.34% | 49 |
|
2023
Q3 | $1.94M | Sell |
6,407
-6
| -0.1% | -$1.81K | 0.32% | 49 |
|
2023
Q2 | $1.99M | Sell |
6,413
-52
| -0.8% | -$16.2K | 0.32% | 48 |
|
2023
Q1 | $1.91M | Sell |
6,465
-361
| -5% | -$107K | 0.32% | 50 |
|
2022
Q4 | $2.16M | Buy |
6,826
+876
| +15% | +$277K | 0.38% | 46 |
|
2022
Q3 | $1.64M | Buy |
5,950
+72
| +1% | +$19.9K | 0.3% | 55 |
|
2022
Q2 | $1.61M | Buy |
5,878
+358
| +6% | +$98.2K | 0.29% | 59 |
|
2022
Q1 | $1.65M | Sell |
5,520
-1,147
| -17% | -$343K | 0.3% | 60 |
|
2021
Q4 | $2.77M | Buy |
6,667
+314
| +5% | +$130K | 0.54% | 34 |
|
2021
Q3 | $2.09M | Buy |
6,353
+43
| +0.7% | +$14.1K | 0.46% | 42 |
|
2021
Q2 | $2.01M | Sell |
6,310
-128
| -2% | -$40.8K | 0.47% | 40 |
|
2021
Q1 | $1.97M | Buy |
6,438
+728
| +13% | +$222K | 0.5% | 41 |
|
2020
Q4 | $1.52M | Buy |
5,710
+49
| +0.9% | +$13K | 0.36% | 47 |
|
2020
Q3 | $1.57M | Buy |
5,661
+44
| +0.8% | +$12.2K | 0.52% | 34 |
|
2020
Q2 | $1.41M | Buy |
5,617
+98
| +2% | +$24.5K | 0.46% | 41 |
|
2020
Q1 | $1.03M | Buy |
5,519
+737
| +15% | +$137K | 0.49% | 40 |
|
2019
Q4 | $1.04M | Buy |
4,782
+314
| +7% | +$68.6K | 0.49% | 39 |
|
2019
Q3 | $1.04M | Buy |
4,468
+950
| +27% | +$220K | 0.56% | 33 |
|
2019
Q2 | $731K | Buy |
3,518
+234
| +7% | +$48.6K | 0.44% | 43 |
|
2019
Q1 | $630K | Sell |
3,284
-40
| -1% | -$7.67K | 0.42% | 45 |
|
2018
Q4 | $571K | Sell |
3,324
-723
| -18% | -$124K | 0.37% | 55 |
|
2018
Q3 | $838K | Buy |
4,047
+21
| +0.5% | +$4.35K | 0.77% | 34 |
|
2018
Q2 | $785K | Buy |
4,026
+133
| +3% | +$25.9K | 0.76% | 35 |
|
2018
Q1 | $693K | Buy |
3,893
+3,300
| +556% | +$587K | 0.71% | 43 |
|
2017
Q4 | $112K | Buy |
+593
| New | +$112K | 0.23% | 81 |
|