SAG
SageView Advisory Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
21,356
+755
| +4% | +$285K | 0.3% | 37 |
|
|
2025
Q1 | $7.55M | Buy |
20,601
+553
| +3% | +$203K | 0.32% | 37 |
|
|
2024
Q4 | $7.8M | Buy |
20,048
+3,194
| +19% | +$1.24M | 0.34% | 38 |
|
|
2024
Q3 | $6.83M | Sell |
16,854
-3,912
| -19% | -$1.59M | 0.35% | 38 |
|
|
2024
Q2 | $7.15M | Buy |
+20,766
| New | +$7.15M | 0.33% | 39 |
|
|
2024
Q1 | – | Sell |
-25,312
| Closed | -$9.04M | – | 616 |
|
|
2023
Q4 | $9.04M | Buy |
25,312
+5,600
| +28% | +$2M | 0.39% | 32 |
|
|
2023
Q3 | $5.96M | Buy |
19,712
+74
| +0.4% | +$22.4K | 0.34% | 40 |
|
|
2023
Q2 | $6.1M | Buy |
19,638
+5,295
| +37% | +$1.64M | 0.34% | 42 |
|
|
2023
Q1 | $4.23M | Buy |
14,343
+4,983
| +53% | +$1.47M | 0.27% | 59 |
|
|
2022
Q4 | $2.96M | Buy |
+9,360
| New | +$2.96M | 0.24% | 72 |
|