PWM
Prentice Wealth Management’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $742K | Buy |
2,025
+11
| +0.5% | +$4.03K | 0.2% | 57 |
|
2025
Q1 | $738K | Buy |
2,014
+37
| +2% | +$13.6K | 0.21% | 58 |
|
2024
Q4 | $769K | Buy |
1,977
+60
| +3% | +$23.3K | 0.22% | 53 |
|
2024
Q3 | $777K | Buy |
1,917
+34
| +2% | +$13.8K | 0.23% | 52 |
|
2024
Q2 | $648K | Sell |
1,883
-25
| -1% | -$8.61K | 0.21% | 56 |
|
2024
Q1 | $732K | Buy |
1,908
+148
| +8% | +$56.8K | 0.25% | 52 |
|
2023
Q4 | $610K | Buy |
1,760
+13
| +0.7% | +$4.51K | 0.24% | 50 |
|
2023
Q3 | $528K | Buy |
1,747
+4
| +0.2% | +$1.21K | 0.24% | 50 |
|
2023
Q2 | $541K | Buy |
1,743
+165
| +10% | +$51.3K | 0.25% | 48 |
|
2023
Q1 | $466K | Buy |
1,578
+127
| +9% | +$37.5K | 0.22% | 51 |
|
2022
Q4 | $458K | Buy |
1,451
+149
| +11% | +$47.1K | 0.23% | 48 |
|
2022
Q3 | $355K | Buy |
+1,302
| New | +$355K | 0.19% | 52 |
|
2022
Q2 | – | Sell |
-1,308
| Closed | -$388K | – | 157 |
|
2022
Q1 | $388K | Buy |
1,308
+108
| +9% | +$32K | 0.19% | 54 |
|
2021
Q4 | $495K | Sell |
1,200
-25
| -2% | -$10.3K | 0.23% | 47 |
|
2021
Q3 | $402K | Buy |
1,225
+9
| +0.7% | +$2.95K | 0.19% | 53 |
|
2021
Q2 | $388K | Buy |
1,216
+200
| +20% | +$63.8K | 0.2% | 54 |
|
2021
Q1 | $310K | Buy |
+1,016
| New | +$310K | 0.17% | 57 |
|