Regent Peak 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
Q1 | $2.55M | Sell |
6,955
-290
| -4% | -$106K | 0.6% | 25 |
|
|
2024
Q4 | $2.82M | Sell |
7,245
-4,166
| -37% | -$1.62M | 0.63% | 25 |
|
|
2024
Q3 | $4.62M | Sell |
11,411
-555
| -5% | -$225K | 1.06% | 21 |
|
|
2024
Q2 | $4.12M | Sell |
11,966
-137
| -1% | -$47.2K | 0.94% | 22 |
|
|
2024
Q1 | $4.64M | Sell |
12,103
-342
| -3% | -$131K | 1.18% | 19 |
|
|
2023
Q4 | $4.31M | Buy |
12,445
+239
| +2% | +$82.8K | 1.17% | 18 |
|
|
2023
Q3 | $3.69M | Sell |
12,206
-66
| -0.5% | -$19.9K | 1.13% | 18 |
|
|
2023
Q2 | $3.81M | Buy |
12,272
+74
| +0.6% | +$23K | 1.11% | 18 |
|
|
2023
Q1 | $3.6M | Buy |
12,198
+526
| +5% | +$155K | 1.11% | 19 |
|
|
2022
Q4 | $3.69M | Buy |
11,672
+625
| +6% | +$197K | 1.21% | 18 |
|
|
2022
Q3 | $3.05M | Buy |
11,047
+327
| +3% | +$90.2K | 1.07% | 21 |
|
|
2022
Q2 | $2.94M | Buy |
10,720
+435
| +4% | +$119K | 0.96% | 22 |
|
|
2022
Q1 | $3.08M | Sell |
10,285
-265
| -3% | -$79.3K | 0.88% | 21 |
|
|
2021
Q4 | $4.38M | Hold |
10,550
| – | – | 1.19% | 17 |
|
|
2021
Q3 | $3.46M | Buy |
10,550
+131
| +1% | +$43K | 0.99% | 20 |
|
|
2021
Q2 | $3.42M | Buy |
10,419
+377
| +4% | +$124K | 0.96% | 20 |
|
|
2021
Q1 | $3.07M | Buy |
10,042
+1,352
| +16% | +$413K | 1.01% | 19 |
|
|
2020
Q4 | $2.31M | Sell |
8,690
-399
| -4% | -$106K | 0.77% | 24 |
|
|
2020
Q3 | $2.52M | Buy |
9,089
+410
| +5% | +$114K | 1.07% | 18 |
|
|
2020
Q2 | $2.17M | Buy |
8,679
+99
| +1% | +$24.8K | 0.99% | 19 |
|
|
2020
Q1 | $1.6M | Buy |
8,580
+642
| +8% | +$120K | 0.89% | 21 |
|
|
2019
Q4 | $1.73M | Buy |
+7,938
| New | +$1.73M | 0.79% | 21 |
|