Primoris Wealth 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 | $585K | Sell |
1,595
-57
| -3% | -$20.9K | 0.4% | 51 |
|
|
2025
Q1 | $605K | Sell |
1,652
-3
| -0.2% | -$1.1K | 0.47% | 51 |
|
|
2024
Q4 | $644K | Hold |
1,655
| – | – | 0.49% | 48 |
|
|
2024
Q3 | $671K | Buy |
1,655
+10
| +0.6% | +$4.05K | 0.49% | 57 |
|
|
2024
Q2 | $566K | Buy |
1,645
+13
| +0.8% | +$4.48K | 0.45% | 61 |
|
|
2024
Q1 | $622K | Sell |
1,632
-25
| -2% | -$9.53K | 0.5% | 53 |
|
|
2023
Q4 | $574K | Buy |
1,657
+37
| +2% | +$12.8K | 0.54% | 49 |
|
|
2023
Q3 | $489K | Buy |
1,620
+2
| +0.1% | +$604 | 0.59% | 42 |
|
|
2023
Q2 | $503K | Hold |
1,618
| – | – | 0.55% | 41 |
|
|
2023
Q1 | $478K | Buy |
1,618
+5
| +0.3% | +$1.48K | 0.59% | 40 |
|
|
2022
Q4 | $509K | Hold |
1,613
| – | – | 0.78% | 33 |
|
|
2022
Q3 | $446K | Hold |
1,613
| – | – | 0.8% | 34 |
|
|
2022
Q2 | $442K | Buy |
1,613
+80
| +5% | +$21.9K | 0.64% | 41 |
|
|
2022
Q1 | $458K | Hold |
1,533
| – | – | 0.43% | 46 |
|
|
2021
Q4 | $636K | Buy |
+1,533
| New | +$636K | 0.51% | 51 |
|