SMA
Sage Mountain Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
9,872
+730
| +8% | +$268K | 0.24% | 54 |
|
|
2025
Q1 | $3.35M | Sell |
9,142
-2,217
| -20% | -$813K | 0.25% | 52 |
|
|
2024
Q4 | $4.42M | Buy |
11,359
+2,886
| +34% | +$1.12M | 0.32% | 42 |
|
|
2024
Q3 | $3.43M | Buy |
8,473
+1,372
| +19% | +$556K | 0.29% | 45 |
|
|
2024
Q2 | $2.44M | Buy |
7,101
+414
| +6% | +$143K | 0.23% | 53 |
|
|
2024
Q1 | $2.57M | Buy |
6,687
+483
| +8% | +$185K | 0.27% | 51 |
|
|
2023
Q4 | $2.15M | Sell |
6,204
-1,182
| -16% | -$410K | 0.25% | 52 |
|
|
2023
Q3 | $2.23M | Sell |
7,386
-324
| -4% | -$97.9K | 0.31% | 45 |
|
|
2023
Q2 | $2.4M | Buy |
7,710
+1,547
| +25% | +$481K | 0.34% | 42 |
|
|
2023
Q1 | $1.82M | Buy |
6,163
+3,391
| +122% | +$1M | 0.29% | 45 |
|
|
2022
Q4 | $876K | Buy |
2,772
+430
| +18% | +$136K | 0.2% | 45 |
|
|
2022
Q3 | $646K | Sell |
2,342
-19
| -0.8% | -$5.24K | 0.17% | 51 |
|
|
2022
Q2 | $648K | Sell |
2,361
-258
| -10% | -$70.8K | 0.11% | 168 |
|
|
2022
Q1 | $784K | Sell |
2,619
-19,770
| -88% | -$5.92M | 0.12% | 161 |
|
|
2021
Q4 | $9.29M | Buy |
22,389
+8,666
| +63% | +$3.6M | 1.11% | 11 |
|
|
2021
Q3 | $4.51M | Buy |
13,723
+289
| +2% | +$94.9K | 0.65% | 15 |
|
|
2021
Q2 | $4.28M | Sell |
13,434
-791
| -6% | -$252K | 0.71% | 13 |
|
|
2021
Q1 | $4.34M | Buy |
14,225
+942
| +7% | +$288K | 0.92% | 13 |
|
|
2020
Q4 | $3.53M | Buy |
+13,283
| New | +$3.53M | 1.15% | 14 |
|