PWP
Principle Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
40,790
+1,417
| +4% | +$520K | 0.93% | 22 |
|
|
2025
Q1 | $14.4M | Sell |
39,373
-209
| -0.5% | -$76.6K | 1.03% | 23 |
|
|
2024
Q4 | $15.4M | Sell |
39,582
-218
| -0.5% | -$84.8K | 1.08% | 21 |
|
|
2024
Q3 | $16.1M | Sell |
39,800
-356
| -0.9% | -$144K | 1.14% | 20 |
|
|
2024
Q2 | $13.8M | Buy |
40,156
+25
| +0.1% | +$8.61K | 1.05% | 22 |
|
|
2024
Q1 | $15.4M | Buy |
40,131
+37
| +0.1% | +$14.2K | 1.2% | 19 |
|
|
2023
Q4 | $13.9M | Buy |
40,094
+584
| +1% | +$202K | 1.2% | 17 |
|
|
2023
Q3 | $11.9M | Buy |
39,510
+288
| +0.7% | +$87K | 1.2% | 17 |
|
|
2023
Q2 | $12.2M | Sell |
39,222
-12
| -0% | -$3.73K | 1.22% | 19 |
|
|
2023
Q1 | $11.6M | Buy |
39,234
+465
| +1% | +$137K | 1.24% | 17 |
|
|
2022
Q4 | $12.2M | Buy |
38,769
+153
| +0.4% | +$48.3K | 1.39% | 15 |
|
|
2022
Q3 | $10.7K | Buy |
38,616
+538
| +1% | +$148 | 1.01% | 16 |
|
|
2022
Q2 | $1.04M | Buy |
38,078
+179
| +0.5% | +$4.91K | 0.13% | 128 |
|
|
2022
Q1 | $11.3M | Buy |
37,899
+224
| +0.6% | +$67K | 1.19% | 18 |
|
|
2021
Q4 | $15.6M | Buy |
37,675
+258
| +0.7% | +$107K | 1.64% | 12 |
|
|
2021
Q3 | $12.3M | Sell |
37,417
-106
| -0.3% | -$34.8K | 1.42% | 12 |
|
|
2021
Q2 | $12M | Sell |
37,523
-424
| -1% | -$135K | 1.36% | 14 |
|
|
2021
Q1 | $11.6M | Buy |
37,947
+4,785
| +14% | +$1.46M | 1.35% | 16 |
|
|
2020
Q4 | $8.81M | Buy |
33,162
+18,188
| +121% | +$4.83M | 1.16% | 18 |
|
|
2020
Q3 | $4.16M | Sell |
14,974
-50
| -0.3% | -$13.9K | 1.16% | 15 |
|
|
2020
Q2 | $3.76M | Buy |
15,024
+6,333
| +73% | +$1.59M | 1.11% | 16 |
|
|
2020
Q1 | $1.62M | Sell |
8,691
-368
| -4% | -$68.7K | 0.61% | 32 |
|
|
2019
Q4 | $1.98M | Sell |
9,059
-465
| -5% | -$102K | 0.63% | 39 |
|
|
2019
Q3 | $2.21M | Buy |
9,524
+2,083
| +28% | +$483K | 0.76% | 34 |
|
|
2019
Q2 | $1.55M | Buy |
7,441
+551
| +8% | +$115K | 0.8% | 35 |
|
|
2019
Q1 | $1.32M | Buy |
6,890
+733
| +12% | +$141K | 0.76% | 34 |
|
|
2018
Q4 | $1.06M | Buy |
+6,157
| New | +$1.06M | 0.89% | 35 |
|