RSWM
Robertson Stephens Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
18,833
-1,694
| -8% | -$621K | 0.22% | 82 |
|
|
2025
Q1 | $7.52M | Sell |
20,527
-883
| -4% | -$324K | 0.26% | 73 |
|
|
2024
Q4 | $8.33M | Sell |
21,410
-706
| -3% | -$275K | 0.29% | 71 |
|
|
2024
Q3 | $8.96M | Sell |
22,116
-2,158
| -9% | -$874K | 0.32% | 67 |
|
|
2024
Q2 | $8.36M | Sell |
24,274
-323
| -1% | -$111K | 0.42% | 46 |
|
|
2024
Q1 | $9.44M | Buy |
24,597
+504
| +2% | +$193K | 0.5% | 38 |
|
|
2023
Q4 | $8.35M | Sell |
24,093
-1,312
| -5% | -$455K | 0.51% | 37 |
|
|
2023
Q3 | $7.68M | Sell |
25,405
-621
| -2% | -$188K | 0.52% | 39 |
|
|
2023
Q2 | $8.08M | Sell |
26,026
-2,163
| -8% | -$672K | 0.57% | 34 |
|
|
2023
Q1 | $8.32M | Buy |
28,189
+541
| +2% | +$160K | 0.64% | 30 |
|
|
2022
Q4 | $8.73M | Sell |
27,648
-261
| -0.9% | -$82.4K | 0.85% | 25 |
|
|
2022
Q3 | $7.7M | Sell |
27,909
-235
| -0.8% | -$64.8K | 0.8% | 26 |
|
|
2022
Q2 | $7.72M | Sell |
28,144
-435
| -2% | -$119K | 0.73% | 31 |
|
|
2022
Q1 | $8.55M | Buy |
28,579
+2,257
| +9% | +$676K | 0.72% | 26 |
|
|
2021
Q4 | $10.9M | Buy |
26,322
+18,960
| +258% | +$7.87M | 0.92% | 19 |
|
|
2021
Q3 | $2.42M | Sell |
7,362
-800
| -10% | -$263K | 0.27% | 63 |
|
|
2021
Q2 | $2.6M | Buy |
8,162
+388
| +5% | +$124K | 0.31% | 58 |
|
|
2021
Q1 | $2.37M | Buy |
7,774
+1,250
| +19% | +$382K | 0.38% | 53 |
|
|
2020
Q4 | $1.73M | Sell |
6,524
-10
| -0.2% | -$2.66K | 0.36% | 56 |
|
|
2020
Q3 | $1.81M | Buy |
6,534
+970
| +17% | +$269K | 0.45% | 48 |
|
|
2020
Q2 | $1.39M | Sell |
5,564
-385
| -6% | -$96.4K | 0.4% | 56 |
|
|
2020
Q1 | $1.11M | Buy |
5,949
+2,405
| +68% | +$449K | 0.38% | 58 |
|
|
2019
Q4 | $773K | Buy |
3,544
+800
| +29% | +$174K | 0.39% | 46 |
|
|
2019
Q3 | $637K | Buy |
+2,744
| New | +$637K | 0.32% | 60 |
|