PRW Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $717K | Sell |
2,548
-35
| -1% | -$9.85K | 0.27% | 40 |
|
|
2023
Q2 | $816K | Buy |
2,583
+13
| +0.5% | +$4.11K | 0.28% | 26 |
|
|
2023
Q1 | $772K | Hold |
2,570
| – | – | 0.3% | 42 |
|
|
2022
Q4 | $812K | Hold |
2,570
| – | – | 0.35% | 25 |
|
|
2022
Q3 | $710K | Buy |
2,570
+721
| +39% | +$199K | 0.34% | 34 |
|
|
2022
Q2 | $507K | Sell |
1,849
-5
| -0.3% | -$1.37K | 0.3% | 40 |
|
|
2022
Q1 | $555K | Buy |
1,854
+219
| +13% | +$65.6K | 0.25% | 52 |
|
|
2021
Q4 | $679K | Hold |
1,635
| – | – | 0.32% | 42 |
|
|
2021
Q3 | $537K | Sell |
1,635
-1,794
| -52% | -$589K | 0.27% | 46 |
|
|
2021
Q2 | $1.09M | Buy |
3,429
+1,829
| +114% | +$583K | 0.32% | 88 |
|
|
2021
Q1 | $488K | Sell |
1,600
-134
| -8% | -$40.9K | 0.24% | 52 |
|
|
2020
Q4 | $461K | Hold |
1,734
| – | – | 0.26% | 51 |
|
|
2020
Q3 | $482K | Sell |
1,734
-92
| -5% | -$25.6K | 0.34% | 44 |
|
|
2020
Q2 | $457K | Buy |
1,826
+476
| +35% | +$119K | 0.36% | 43 |
|
|
2020
Q1 | $252K | Buy |
+1,350
| New | +$252K | 0.31% | 49 |
|
|
2019
Q3 | – | Sell |
-1,461
| Closed | -$304K | – | 45 |
|
|
2019
Q2 | $304K | Sell |
1,461
-70
| -5% | -$14.6K | 0.34% | 43 |
|
|
2019
Q1 | $296K | Sell |
1,531
-19
| -1% | -$3.67K | 0.28% | 43 |
|
|
2018
Q4 | $266K | Buy |
+1,550
| New | +$266K | 0.33% | 45 |
|