Rooted 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 | $274K | Buy |
740
+66
| +10% | +$24.4K | 0.09% | 89 |
|
|
2025
Q1 | $239K | Buy |
674
+90
| +15% | +$31.9K | 0.1% | 84 |
|
|
2024
Q4 | $224K | Sell |
584
-11
| -2% | -$4.22K | 0.09% | 87 |
|
|
2024
Q3 | $243K | Buy |
+595
| New | +$243K | 0.11% | 84 |
|
|
2023
Q4 | – | Sell |
-952
| Closed | -$293K | – | 78 |
|
|
2023
Q3 | $293K | Buy |
952
+236
| +33% | +$72.6K | 0.18% | 62 |
|
|
2023
Q2 | $223K | Buy |
+716
| New | +$223K | 0.15% | 75 |
|
|
2023
Q1 | – | Sell |
-728
| Closed | -$230K | – | 88 |
|
|
2022
Q4 | $230K | Buy |
+728
| New | +$230K | 0.19% | 63 |
|