Root Financial Partners’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 | $5.42M | Buy |
14,778
+1,257
| +9% | +$461K | 0.52% | 29 |
|
|
2025
Q1 | $4.96M | Buy |
13,521
+11,261
| +498% | +$4.13M | 0.53% | 27 |
|
|
2024
Q4 | $879K | Buy |
2,260
+590
| +35% | +$229K | 0.11% | 71 |
|
|
2024
Q3 | $677K | Buy |
1,670
+1,042
| +166% | +$422K | 0.11% | 71 |
|
|
2024
Q2 | $216K | Sell |
628
-219
| -26% | -$75.3K | 0.05% | 108 |
|
|
2024
Q1 | $325K | Buy |
+847
| New | +$325K | 0.1% | 73 |
|