PWMG
Prestige Wealth Management Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
5,928
-92
| -2% | -$33.7K | 0.44% | 40 |
|
|
2025
Q1 | $2.21M | Sell |
6,020
-666
| -10% | -$244K | 0.47% | 37 |
|
|
2024
Q4 | $2.6M | Buy |
6,686
+128
| +2% | +$49.8K | 0.54% | 36 |
|
|
2024
Q3 | $2.66M | Buy |
6,558
+50
| +0.8% | +$20.3K | 0.55% | 37 |
|
|
2024
Q2 | $2.24M | Sell |
6,508
-399
| -6% | -$137K | 0.48% | 39 |
|
|
2024
Q1 | $2.65M | Buy |
6,907
+87
| +1% | +$33.4K | 0.57% | 38 |
|
|
2023
Q4 | $2.36M | Buy |
6,820
+165
| +2% | +$57.2K | 0.54% | 36 |
|
|
2023
Q3 | $2.01M | Buy |
6,655
+36
| +0.5% | +$10.9K | 0.5% | 36 |
|
|
2023
Q2 | $2.06M | Sell |
6,619
-268
| -4% | -$83.3K | 0.49% | 33 |
|
|
2023
Q1 | $2.03M | Sell |
6,887
-1,659
| -19% | -$490K | 0.51% | 36 |
|
|
2022
Q4 | $2.7M | Buy |
8,546
+2,743
| +47% | +$866K | 0.7% | 28 |
|
|
2022
Q3 | $1.6M | Buy |
5,803
+222
| +4% | +$61.2K | 0.45% | 39 |
|
|
2022
Q2 | $1.53M | Buy |
5,581
+383
| +7% | +$105K | 0.41% | 43 |
|
|
2022
Q1 | $1.56M | Buy |
5,198
+73
| +1% | +$21.9K | 0.38% | 40 |
|
|
2021
Q4 | $2.13M | Buy |
5,125
+75
| +1% | +$31.1K | 0.51% | 31 |
|
|
2021
Q3 | $1.66M | Buy |
5,050
+1,746
| +53% | +$573K | 0.42% | 35 |
|
|
2021
Q2 | $1.05M | Sell |
3,304
-1,580
| -32% | -$504K | 0.28% | 40 |
|
|
2021
Q1 | $1.49M | Sell |
4,884
-454
| -9% | -$139K | 0.41% | 35 |
|
|
2020
Q4 | $1.42M | Buy |
5,338
+1,171
| +28% | +$311K | 0.39% | 35 |
|
|
2020
Q3 | $1.16M | Buy |
4,167
+438
| +12% | +$122K | 0.35% | 36 |
|
|
2020
Q2 | $934K | Buy |
3,729
+194
| +5% | +$48.6K | 0.33% | 33 |
|
|
2020
Q1 | $660K | Sell |
3,535
-500
| -12% | -$93.4K | 0.28% | 39 |
|
|
2019
Q4 | $881K | Buy |
4,035
+768
| +24% | +$168K | 0.48% | 36 |
|
|
2019
Q3 | $758K | Buy |
3,267
+114
| +4% | +$26.5K | 0.44% | 37 |
|
|
2019
Q2 | $656K | Hold |
3,153
| – | – | 0.4% | 42 |
|
|
2019
Q1 | $605K | Sell |
3,153
-387
| -11% | -$74.3K | 0.37% | 49 |
|
|
2018
Q4 | $608K | Buy |
+3,540
| New | +$608K | 0.45% | 45 |
|