Plante Moran Financial Advisors’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 | $1.37M | Buy |
3,734
+169
| +5% | +$62K | 0.1% | 35 |
|
2025
Q1 | $1.31M | Buy |
3,565
+93
| +3% | +$34.1K | 0.11% | 31 |
|
2024
Q4 | $1.35M | Buy |
3,472
+42
| +1% | +$16.3K | 0.11% | 33 |
|
2024
Q3 | $1.39M | Sell |
3,430
-373
| -10% | -$151K | 0.12% | 39 |
|
2024
Q2 | $1.31M | Buy |
3,803
+94
| +3% | +$32.4K | 0.13% | 40 |
|
2024
Q1 | $1.42M | Sell |
3,709
-990
| -21% | -$380K | 0.15% | 36 |
|
2023
Q4 | $1.63M | Sell |
4,699
-100
| -2% | -$34.7K | 0.17% | 35 |
|
2023
Q3 | $1.45M | Buy |
4,799
+218
| +5% | +$65.9K | 0.17% | 36 |
|
2023
Q2 | $1.42M | Sell |
4,581
-185
| -4% | -$57.5K | 0.17% | 37 |
|
2023
Q1 | $1.41M | Buy |
4,766
+19
| +0.4% | +$5.61K | 0.19% | 35 |
|
2022
Q4 | $1.5M | Buy |
4,747
+40
| +0.8% | +$12.6K | 0.22% | 34 |
|
2022
Q3 | $1.3M | Sell |
4,707
-131
| -3% | -$36.2K | 0.22% | 32 |
|
2022
Q2 | $1.33M | Buy |
4,838
+1,058
| +28% | +$290K | 0.22% | 37 |
|
2022
Q1 | $1.13M | Sell |
3,780
-402
| -10% | -$120K | 0.21% | 45 |
|
2021
Q4 | $1.74M | Sell |
4,182
-136
| -3% | -$56.5K | 0.28% | 30 |
|
2021
Q3 | $1.42M | Buy |
4,318
+208
| +5% | +$68.3K | 0.31% | 34 |
|
2021
Q2 | $1.31M | Sell |
4,110
-976
| -19% | -$311K | 0.32% | 35 |
|
2021
Q1 | $1.55M | Buy |
5,086
+1,191
| +31% | +$364K | 0.42% | 28 |
|
2020
Q4 | $1.04M | Sell |
3,895
-1,459
| -27% | -$388K | 0.32% | 43 |
|
2020
Q3 | $1.49M | Sell |
5,354
-380
| -7% | -$106K | 0.52% | 29 |
|
2020
Q2 | $1.44M | Sell |
5,734
-28
| -0.5% | -$7.01K | 0.57% | 25 |
|
2020
Q1 | $1.08M | Sell |
5,762
-328
| -5% | -$61.3K | 0.49% | 28 |
|
2019
Q4 | $1.33M | Buy |
6,090
+612
| +11% | +$134K | 0.46% | 32 |
|
2019
Q3 | $1.27M | Buy |
5,478
+33
| +0.6% | +$7.66K | 0.37% | 43 |
|
2019
Q2 | $1.13M | Buy |
5,445
+108
| +2% | +$22.5K | 0.35% | 42 |
|
2019
Q1 | $1.02M | Sell |
5,337
-348
| -6% | -$66.8K | 0.32% | 46 |
|
2018
Q4 | $977K | Buy |
5,685
+880
| +18% | +$151K | 0.34% | 49 |
|
2018
Q3 | $995K | Sell |
4,805
-165
| -3% | -$34.2K | 0.32% | 42 |
|
2018
Q2 | $970K | Sell |
4,970
-389
| -7% | -$75.9K | 0.49% | 41 |
|
2018
Q1 | $955K | Buy |
5,359
+290
| +6% | +$51.7K | 0.52% | 39 |
|
2017
Q4 | $961K | Buy |
5,069
+107
| +2% | +$20.3K | 0.53% | 39 |
|
2017
Q3 | $812K | Buy |
4,962
+202
| +4% | +$33.1K | 0.48% | 45 |
|
2017
Q2 | $730K | Buy |
4,760
+9
| +0.2% | +$1.38K | 0.46% | 49 |
|
2017
Q1 | $698K | Sell |
4,751
-165
| -3% | -$24.2K | 0.42% | 52 |
|
2016
Q4 | $659K | Buy |
4,916
+581
| +13% | +$77.9K | 0.41% | 52 |
|
2016
Q3 | $558K | Buy |
4,335
+356
| +9% | +$45.8K | 0.38% | 57 |
|
2016
Q2 | $508K | Buy |
3,979
+140
| +4% | +$17.9K | 0.37% | 54 |
|
2016
Q1 | $512K | Sell |
3,839
-203
| -5% | -$27.1K | 0.39% | 57 |
|
2015
Q4 | $535K | Sell |
4,042
-11
| -0.3% | -$1.46K | 0.4% | 58 |
|
2015
Q3 | $468K | Buy |
4,053
+539
| +15% | +$62.2K | 0.37% | 61 |
|
2015
Q2 | $391K | Buy |
3,514
+139
| +4% | +$15.5K | 0.28% | 74 |
|
2015
Q1 | $383K | Buy |
3,375
+332
| +11% | +$37.7K | 0.27% | 74 |
|
2014
Q4 | $319K | Buy |
3,043
+1,369
| +82% | +$144K | 0.23% | 76 |
|
2014
Q3 | $154K | Buy |
1,674
+919
| +122% | +$84.5K | 0.13% | 120 |
|
2014
Q2 | $61K | Buy |
755
+367
| +95% | +$29.7K | 0.05% | 200 |
|
2014
Q1 | $31K | Sell |
388
-609
| -61% | -$48.7K | 0.03% | 208 |
|
2013
Q4 | $82K | Buy |
997
+439
| +79% | +$36.1K | 0.05% | 168 |
|
2013
Q3 | $42K | Buy |
558
+28
| +5% | +$2.11K | 0.03% | 208 |
|
2013
Q2 | $41K | Buy |
+530
| New | +$41K | 0.03% | 181 |
|