Primoris Wealth Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$652K Buy
2025
Q2
$585K Sell
2025
Q1
$605K Sell
2024
Q4
$644K Hold
2024
Q3
$671K Buy
2024
Q2
$566K Buy
2024
Q1
$622K Sell
2023
Q4
$574K Buy
2023
Q3
$489K Buy
2023
Q2
$503K Hold
2023
Q1
$478K Buy
2022
Q4
$509K Hold
2022
Q3
$446K Hold
2022
Q2
$442K Buy
2022
Q1
$458K Hold
2021
Q4
$636K Buy