Sax 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 | $1.92M | Buy |
5,240
+452
| +9% | +$166K | 0.12% | 105 |
|
|
2025
Q1 | $1.75M | Buy |
4,788
+2,549
| +114% | +$934K | 0.13% | 92 |
|
|
2024
Q4 | $871K | Buy |
2,239
+280
| +14% | +$109K | 0.07% | 132 |
|
|
2024
Q3 | $794K | Buy |
1,959
+229
| +13% | +$92.8K | 0.07% | 111 |
|
|
2024
Q2 | $596K | Buy |
1,730
+324
| +23% | +$112K | 0.06% | 129 |
|
|
2024
Q1 | $539K | Sell |
1,406
-138
| -9% | -$53K | 0.06% | 108 |
|
|
2023
Q4 | $535K | Sell |
1,544
-1,000
| -39% | -$347K | 0.09% | 116 |
|
|
2023
Q3 | $769K | Buy |
2,544
+77
| +3% | +$23.3K | 0.15% | 82 |
|
|
2023
Q2 | $766K | Sell |
2,467
-143
| -5% | -$44.4K | 0.15% | 80 |
|
|
2023
Q1 | $770K | Sell |
2,610
-137
| -5% | -$40.4K | 0.17% | 76 |
|
|
2022
Q4 | $868K | Buy |
2,747
+477
| +21% | +$151K | 0.2% | 65 |
|
|
2022
Q3 | $626K | Buy |
2,270
+1,351
| +147% | +$373K | 0.16% | 81 |
|
|
2022
Q2 | $252K | Buy |
919
+1
| +0.1% | +$274 | 0.06% | 144 |
|
|
2022
Q1 | $275K | Sell |
918
-2
| -0.2% | -$599 | 0.07% | 145 |
|
|
2021
Q4 | $382K | Buy |
+920
| New | +$382K | 0.08% | 131 |
|