River 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 | $2.73M | Sell |
7,454
-154
| -2% | -$56.5K | 0.34% | 68 |
|
2025
Q1 | $2.79M | Sell |
7,608
-626
| -8% | -$229K | 0.39% | 61 |
|
2024
Q4 | $3.2M | Sell |
8,234
-680
| -8% | -$265K | 0.42% | 57 |
|
2024
Q3 | $3.61M | Sell |
8,914
-1,701
| -16% | -$689K | 0.48% | 57 |
|
2024
Q2 | $3.65M | Buy |
10,615
+338
| +3% | +$116K | 0.52% | 53 |
|
2024
Q1 | $3.94M | Buy |
10,277
+650
| +7% | +$249K | 0.57% | 52 |
|
2023
Q4 | $3.34M | Buy |
9,627
+182
| +2% | +$63.1K | 0.53% | 53 |
|
2023
Q3 | $2.85M | Sell |
9,445
-487
| -5% | -$147K | 0.51% | 57 |
|
2023
Q2 | $3.09M | Sell |
9,932
-241
| -2% | -$74.9K | 0.52% | 55 |
|
2023
Q1 | $3M | Sell |
10,173
-175
| -2% | -$51.6K | 0.55% | 55 |
|
2022
Q4 | $3.27M | Buy |
10,348
+305
| +3% | +$96.3K | 0.63% | 49 |
|
2022
Q3 | $2.77M | Sell |
10,043
-658
| -6% | -$182K | 0.6% | 51 |
|
2022
Q2 | $2.94M | Sell |
10,701
-84
| -0.8% | -$23K | 0.54% | 58 |
|
2022
Q1 | $3.23M | Buy |
10,785
+121
| +1% | +$36.2K | 0.52% | 61 |
|
2021
Q4 | $4.43M | Buy |
10,664
+197
| +2% | +$81.8K | 0.69% | 43 |
|
2021
Q3 | $3.44M | Buy |
10,467
+34
| +0.3% | +$11.2K | 0.59% | 51 |
|
2021
Q2 | $3.33M | Buy |
10,433
+39
| +0.4% | +$12.4K | 0.58% | 50 |
|
2021
Q1 | $3.17M | Sell |
10,394
-176
| -2% | -$53.7K | 0.6% | 49 |
|
2020
Q4 | $2.81M | Buy |
10,570
+247
| +2% | +$65.6K | 0.61% | 50 |
|
2020
Q3 | $2.87M | Buy |
10,323
+413
| +4% | +$115K | 0.75% | 36 |
|
2020
Q2 | $2.48M | Sell |
9,910
-112
| -1% | -$28.1K | 0.75% | 37 |
|
2020
Q1 | $1.87M | Sell |
10,022
-13
| -0.1% | -$2.43K | 0.75% | 43 |
|
2019
Q4 | $2.19M | Buy |
10,035
+744
| +8% | +$162K | 0.74% | 49 |
|
2019
Q3 | $2.16M | Sell |
9,291
-36
| -0.4% | -$8.35K | 0.81% | 44 |
|
2019
Q2 | $1.94M | Buy |
9,327
+112
| +1% | +$23.3K | 0.76% | 49 |
|
2019
Q1 | $1.77M | Sell |
9,215
-139
| -1% | -$26.7K | 0.74% | 52 |
|
2018
Q4 | $1.61M | Sell |
9,354
-475
| -5% | -$81.6K | 0.71% | 47 |
|
2018
Q3 | $2.04M | Sell |
9,829
-35
| -0.4% | -$7.25K | 0.75% | 42 |
|
2018
Q2 | $1.92M | Buy |
9,864
+332
| +3% | +$64.8K | 0.75% | 44 |
|
2018
Q1 | $1.7M | Sell |
9,532
-97
| -1% | -$17.3K | 0.72% | 53 |
|
2017
Q4 | $1.83M | Buy |
9,629
+691
| +8% | +$131K | 0.76% | 49 |
|
2017
Q3 | $1.46M | Sell |
8,938
-222
| -2% | -$36.3K | 0.66% | 58 |
|
2017
Q2 | $1.41M | Buy |
9,160
+1,372
| +18% | +$210K | 0.65% | 59 |
|
2017
Q1 | $1.14M | Buy |
7,788
+288
| +4% | +$42.3K | 0.56% | 69 |
|
2016
Q4 | $1.01M | Buy |
7,500
+287
| +4% | +$38.5K | 0.51% | 75 |
|
2016
Q3 | $928K | Buy |
7,213
+1,185
| +20% | +$152K | 0.51% | 72 |
|
2016
Q2 | $770K | Buy |
6,028
+967
| +19% | +$124K | 0.44% | 81 |
|
2016
Q1 | $675K | Buy |
5,061
+803
| +19% | +$107K | 0.4% | 85 |
|
2015
Q4 | $563K | Buy |
4,258
+950
| +29% | +$126K | 0.36% | 92 |
|
2015
Q3 | $382K | Buy |
3,308
+79
| +2% | +$9.12K | 0.26% | 110 |
|
2015
Q2 | $359K | Buy |
3,229
+36
| +1% | +$4K | 0.23% | 109 |
|
2015
Q1 | $363K | Buy |
+3,193
| New | +$363K | 0.22% | 113 |
|