Private Wealth Partners’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 | $15M | Sell |
41,039
-3,699
| -8% | -$1.36M | 1.17% | 25 |
|
2025
Q1 | $16.4M | Buy |
44,738
+493
| +1% | +$181K | 1.36% | 23 |
|
2024
Q4 | $17.2M | Buy |
44,245
+304
| +0.7% | +$118K | 1.32% | 24 |
|
2024
Q3 | $17.8M | Buy |
43,941
+1,374
| +3% | +$557K | 1.42% | 24 |
|
2024
Q2 | $14.7M | Sell |
42,567
-353
| -0.8% | -$122K | 1.09% | 24 |
|
2024
Q1 | $16.5M | Sell |
42,920
-2,351
| -5% | -$902K | 1.32% | 22 |
|
2023
Q4 | $15.7M | Sell |
45,271
-239
| -0.5% | -$82.8K | 1.33% | 23 |
|
2023
Q3 | $13.8M | Sell |
45,510
-975
| -2% | -$295K | 1.31% | 21 |
|
2023
Q2 | $14.4M | Sell |
46,485
-177
| -0.4% | -$55K | 1.33% | 21 |
|
2023
Q1 | $13.8M | Sell |
46,662
-104
| -0.2% | -$30.7K | 1.37% | 22 |
|
2022
Q4 | $14.8M | Buy |
46,766
+1,396
| +3% | +$441K | 1.69% | 20 |
|
2022
Q3 | $12.5M | Sell |
45,370
-1,626
| -3% | -$449K | 1.6% | 21 |
|
2022
Q2 | $12.9M | Sell |
46,996
-921
| -2% | -$253K | 1.5% | 22 |
|
2022
Q1 | $14.3M | Buy |
47,917
+1,119
| +2% | +$335K | 1.28% | 25 |
|
2021
Q4 | $19.4M | Sell |
46,798
-6,150
| -12% | -$2.55M | 1.64% | 20 |
|
2021
Q3 | $17.4M | Buy |
52,948
+65
| +0.1% | +$21.3K | 1.61% | 18 |
|
2021
Q2 | $16.9M | Buy |
52,883
+253
| +0.5% | +$80.7K | 1.56% | 20 |
|
2021
Q1 | $16.1M | Buy |
52,630
+552
| +1% | +$168K | 1.7% | 17 |
|
2020
Q4 | $13.8M | Buy |
52,078
+201
| +0.4% | +$53.4K | 1.5% | 21 |
|
2020
Q3 | $14.4M | Sell |
51,877
-22
| -0% | -$6.11K | 1.68% | 16 |
|
2020
Q2 | $13M | Buy |
51,899
+101
| +0.2% | +$25.3K | 1.78% | 16 |
|
2020
Q1 | $9.67M | Sell |
51,798
-2,780
| -5% | -$519K | 1.63% | 20 |
|
2019
Q4 | $11.9M | Buy |
54,578
+7,136
| +15% | +$1.56M | 1.62% | 21 |
|
2019
Q3 | $11M | Sell |
47,442
-4,751
| -9% | -$1.1M | 1.71% | 20 |
|
2019
Q2 | $10.9M | Buy |
52,193
+1,108
| +2% | +$230K | 1.67% | 22 |
|
2019
Q1 | $9.8M | Sell |
51,085
-568
| -1% | -$109K | 1.61% | 22 |
|
2018
Q4 | $8.88M | Buy |
51,653
+11,670
| +29% | +$2.01M | 1.72% | 22 |
|
2018
Q3 | $8.28M | Buy |
39,983
+838
| +2% | +$174K | 1.26% | 25 |
|
2018
Q2 | $7.64M | Buy |
39,145
+17,081
| +77% | +$3.33M | 1.28% | 24 |
|
2018
Q1 | $3.93M | Buy |
22,064
+3,235
| +17% | +$577K | 0.68% | 44 |
|
2017
Q4 | $3.57M | Buy |
18,829
+720
| +4% | +$136K | 0.66% | 46 |
|
2017
Q3 | $2.96M | Buy |
18,109
+5,666
| +46% | +$927K | 0.6% | 49 |
|
2017
Q2 | $1.91M | Sell |
12,443
-305
| -2% | -$46.8K | 0.41% | 56 |
|
2017
Q1 | $1.87M | Buy |
12,748
+1,358
| +12% | +$199K | 0.41% | 53 |
|
2016
Q4 | $1.53M | Buy |
11,390
+180
| +2% | +$24.1K | 0.36% | 50 |
|
2016
Q3 | $1.44M | Buy |
11,210
+130
| +1% | +$16.7K | 0.35% | 54 |
|
2016
Q2 | $1.42M | Buy |
11,080
+570
| +5% | +$72.8K | 0.34% | 59 |
|
2016
Q1 | $1.4M | Buy |
10,510
+1,750
| +20% | +$233K | 0.34% | 61 |
|
2015
Q4 | $1.16M | Sell |
8,760
-55
| -0.6% | -$7.28K | 0.27% | 71 |
|
2015
Q3 | $1.02M | Buy |
8,815
+555
| +7% | +$64.1K | 0.26% | 73 |
|
2015
Q2 | $918K | Buy |
8,260
+1,475
| +22% | +$164K | 0.21% | 81 |
|
2015
Q1 | $771K | Sell |
6,785
-100
| -1% | -$11.4K | 0.18% | 95 |
|
2014
Q4 | $723K | Buy |
6,885
+100
| +1% | +$10.5K | 0.17% | 97 |
|
2014
Q3 | $622K | Hold |
6,785
| – | – | 0.14% | 116 |
|
2014
Q2 | $549K | Hold |
6,785
| – | – | 0.12% | 118 |
|
2014
Q1 | $537K | Buy |
6,785
+305
| +5% | +$24.1K | 0.13% | 112 |
|
2013
Q4 | $534K | Sell |
6,480
-1,550
| -19% | -$128K | 0.12% | 117 |
|
2013
Q3 | $609K | Buy |
8,030
+800
| +11% | +$60.7K | 0.14% | 114 |
|
2013
Q2 | $560K | Buy |
+7,230
| New | +$560K | 0.14% | 113 |
|