SPWG
Sage Private Wealth Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
1,986
+137
| +7% | +$50.2K | 0.47% | 23 |
|
|
2025
Q1 | $678K | Sell |
1,849
-26
| -1% | -$9.53K | 0.51% | 21 |
|
|
2024
Q4 | $729K | Sell |
1,875
-43
| -2% | -$16.7K | 0.55% | 21 |
|
|
2024
Q3 | $777K | Sell |
1,918
-14
| -0.7% | -$5.68K | 0.61% | 16 |
|
|
2024
Q2 | $665K | Buy |
1,932
+296
| +18% | +$102K | 0.56% | 19 |
|
|
2024
Q1 | $628K | Buy |
1,636
+218
| +15% | +$83.6K | 0.5% | 25 |
|
|
2023
Q4 | $492K | Buy |
1,418
+300
| +27% | +$104K | 0.44% | 24 |
|
|
2023
Q3 | $338K | Buy |
1,118
+14
| +1% | +$4.23K | 0.47% | 31 |
|
|
2023
Q2 | $343K | Buy |
1,104
+1
| +0.1% | +$311 | 0.47% | 27 |
|
|
2023
Q1 | $326K | Buy |
1,103
+53
| +5% | +$15.6K | 0.37% | 30 |
|
|
2022
Q4 | $332K | Sell |
1,050
-25
| -2% | -$7.9K | 0.39% | 30 |
|
|
2022
Q3 | $297K | Sell |
1,075
-217
| -17% | -$60K | 0.39% | 33 |
|
|
2022
Q2 | $354K | Buy |
1,292
+187
| +17% | +$51.2K | 0.51% | 22 |
|
|
2022
Q1 | $331K | Buy |
1,105
+119
| +12% | +$35.6K | 0.32% | 36 |
|
|
2021
Q4 | $409K | Buy |
986
+19
| +2% | +$7.88K | 0.51% | 20 |
|
|
2021
Q3 | $318K | Buy |
967
+14
| +1% | +$4.6K | 0.44% | 26 |
|
|
2021
Q2 | $304K | Sell |
953
-3
| -0.3% | -$957 | 0.41% | 27 |
|
|
2021
Q1 | $292K | Sell |
956
-26
| -3% | -$7.94K | 0.5% | 26 |
|
|
2020
Q4 | $261K | Buy |
+982
| New | +$261K | 0.73% | 25 |
|