SDWMA
Schneider Downs Wealth Management Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
797
-37
| -4% | -$13.6K | 0.04% | 118 |
|
|
2025
Q1 | $306K | Hold |
834
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $324K | Sell |
834
-35
| -4% | -$13.6K | 0.06% | 107 |
|
|
2024
Q3 | $352K | Buy |
869
+35
| +4% | +$14.2K | 0.07% | 102 |
|
|
2024
Q2 | $287K | Sell |
834
-84
| -9% | -$28.9K | 0.06% | 102 |
|
|
2024
Q1 | $352K | Buy |
+918
| New | +$352K | 0.08% | 96 |
|
|
2022
Q4 | – | Sell |
-1,387
| Closed | -$383K | – | 132 |
|
|
2022
Q3 | $383K | Sell |
1,387
-1,176
| -46% | -$325K | 0.11% | 78 |
|
|
2022
Q2 | $703K | Sell |
2,563
-335
| -12% | -$91.9K | 0.2% | 53 |
|
|
2022
Q1 | $867K | Sell |
2,898
-133
| -4% | -$39.8K | 0.22% | 47 |
|
|
2021
Q4 | $1.26M | Sell |
3,031
-43
| -1% | -$17.8K | 0.3% | 38 |
|
|
2021
Q3 | $1.01M | Buy |
3,074
+452
| +17% | +$148K | 0.26% | 44 |
|
|
2021
Q2 | $836K | Sell |
2,622
-79
| -3% | -$25.2K | 0.22% | 46 |
|
|
2021
Q1 | $824K | Buy |
+2,701
| New | +$824K | 0.2% | 43 |
|
|
2020
Q4 | – | Sell |
-915
| Closed | -$254K | – | 99 |
|
|
2020
Q3 | $254K | Buy |
915
+9
| +1% | +$2.5K | 0.09% | 84 |
|
|
2020
Q2 | $227K | Buy |
+906
| New | +$227K | 0.08% | 82 |
|