Sard Wealth Management Group’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
$1.11M Buy
3,023
+54
+2% +$19.8K 0.68% 18
2025
Q1
$1.09M Buy
2,969
+18
+0.6% +$6.6K 0.73% 17
2024
Q4
$1.15M Buy
2,951
+11
+0.4% +$4.28K 0.77% 16
2024
Q3
$1.19M Buy
2,940
+10
+0.3% +$4.05K 0.79% 16
2024
Q2
$1.01M Buy
2,930
+8
+0.3% +$2.75K 0.71% 18
2024
Q1
$1.12M Buy
2,922
+28
+1% +$10.7K 1.01% 15
2023
Q4
$1M Buy
+2,894
New +$1M 1.01% 15