Provenance 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 | $373K | Sell |
1,018
-300
| -23% | -$110K | 0.05% | 82 |
|
|
2025
Q1 | $483K | Sell |
1,318
-396
| -23% | -$145K | 0.07% | 70 |
|
|
2024
Q4 | $667K | Sell |
1,714
-2,771
| -62% | -$1.08M | 0.09% | 68 |
|
|
2024
Q3 | $1.82M | Buy |
4,485
+731
| +19% | +$296K | 0.23% | 38 |
|
|
2024
Q2 | $1.29M | Sell |
3,754
-364
| -9% | -$125K | 0.18% | 47 |
|
|
2024
Q1 | $1.58M | Buy |
4,118
+605
| +17% | +$232K | 0.22% | 37 |
|
|
2023
Q4 | $1.22M | Buy |
3,513
+160
| +5% | +$55.4K | 0.16% | 45 |
|
|
2023
Q3 | $1.01M | Buy |
+3,353
| New | +$1.01M | 0.16% | 49 |
|