RWA
Roberts Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
6,130
+24
| +0.4% | +$8.8K | 0.65% | 47 |
|
|
2025
Q1 | $2.24M | Buy |
6,106
+9
| +0.1% | +$3.3K | 0.69% | 50 |
|
|
2024
Q4 | $2.48M | Buy |
6,097
+98
| +2% | +$39.8K | 0.75% | 47 |
|
|
2024
Q3 | $2.48M | Sell |
5,999
-3,640
| -38% | -$1.51M | 0.8% | 42 |
|
|
2024
Q2 | $3.25M | Buy |
9,639
+6
| +0.1% | +$2.02K | 1.11% | 32 |
|
|
2024
Q1 | $3.26M | Sell |
9,633
-591
| -6% | -$200K | 1.22% | 32 |
|
|
2023
Q4 | $10.9M | Sell |
10,224
-104
| -1% | -$111K | 1.7% | 24 |
|
|
2023
Q3 | $3.07M | Buy |
10,328
+10
| +0.1% | +$2.97K | 1.35% | 26 |
|
|
2023
Q2 | $3.21M | Sell |
10,318
-304
| -3% | -$94.4K | 1.41% | 27 |
|
|
2023
Q1 | $3.13M | Sell |
10,622
-48
| -0.4% | -$14.2K | 1.44% | 22 |
|
|
2022
Q4 | $3.37M | Buy |
10,670
+22
| +0.2% | +$6.95K | 1.63% | 19 |
|
|
2022
Q3 | $3.09M | Buy |
10,648
+35
| +0.3% | +$10.2K | 1.52% | 22 |
|
|
2022
Q2 | $3.04M | Sell |
10,613
-61
| -0.6% | -$17.5K | 1.32% | 23 |
|
|
2022
Q1 | $3.22M | Sell |
10,674
-611
| -5% | -$184K | 1.26% | 28 |
|
|
2021
Q4 | $4.61M | Sell |
11,285
-669
| -6% | -$273K | 1.66% | 17 |
|
|
2021
Q3 | $3.92M | Buy |
+11,954
| New | +$3.92M | 1.55% | 19 |
|