Schwarz Dygos Wheeler Investment 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 | $1.64M | Hold |
4,486
| – | – | 0.37% | 50 |
|
|
2025
Q1 | $1.64M | Buy |
4,486
+67
| +2% | +$24.6K | 0.39% | 50 |
|
|
2024
Q4 | $1.72M | Buy |
4,419
+167
| +4% | +$65K | 0.42% | 49 |
|
|
2024
Q3 | $1.72M | Sell |
4,252
-130
| -3% | -$52.7K | 0.43% | 51 |
|
|
2024
Q2 | $1.51M | Sell |
4,382
-7
| -0.2% | -$2.41K | 0.4% | 48 |
|
|
2024
Q1 | $1.68M | Buy |
4,389
+20
| +0.5% | +$7.67K | 0.47% | 47 |
|
|
2023
Q4 | $1.51M | Sell |
4,369
-60
| -1% | -$20.8K | 0.47% | 45 |
|
|
2023
Q3 | $1.34M | Buy |
4,429
+25
| +0.6% | +$7.55K | 0.45% | 45 |
|
|
2023
Q2 | $1.37M | Buy |
4,404
+219
| +5% | +$68K | 0.45% | 45 |
|
|
2023
Q1 | $1.24M | Sell |
4,185
-10
| -0.2% | -$2.95K | 0.45% | 46 |
|
|
2022
Q4 | $1.33M | Sell |
4,195
-8
| -0.2% | -$2.53K | 0.52% | 43 |
|
|
2022
Q3 | $1.16M | Sell |
4,203
-106
| -2% | -$29.3K | 0.51% | 44 |
|
|
2022
Q2 | $1.18M | Sell |
4,309
-284
| -6% | -$77.9K | 0.47% | 47 |
|
|
2022
Q1 | $1.38M | Buy |
4,593
+420
| +10% | +$126K | 0.46% | 47 |
|
|
2021
Q4 | $1.73M | Sell |
4,173
-37
| -0.9% | -$15.4K | 0.59% | 42 |
|
|
2021
Q3 | $1.38M | Buy |
4,210
+117
| +3% | +$38.4K | 0.51% | 49 |
|
|
2021
Q2 | $1.31M | Buy |
4,093
+252
| +7% | +$80.3K | 0.47% | 50 |
|
|
2021
Q1 | $1.17M | Buy |
3,841
+259
| +7% | +$79K | 0.48% | 48 |
|
|
2020
Q4 | $951K | Buy |
3,582
+251
| +8% | +$66.6K | 0.46% | 44 |
|
|
2020
Q3 | $925K | Buy |
3,331
+549
| +20% | +$152K | 0.52% | 38 |
|
|
2020
Q2 | $694K | Buy |
2,782
+285
| +11% | +$71.1K | 0.45% | 42 |
|
|
2020
Q1 | $466K | Buy |
2,497
+270
| +12% | +$50.4K | 0.39% | 47 |
|
|
2019
Q4 | $486K | Buy |
2,227
+320
| +17% | +$69.8K | 0.33% | 50 |
|
|
2019
Q3 | $442K | Buy |
1,907
+90
| +5% | +$20.9K | 0.35% | 50 |
|
|
2019
Q2 | $378K | Buy |
1,817
+380
| +26% | +$79.1K | 0.31% | 53 |
|
|
2019
Q1 | $276K | Buy |
1,437
+78
| +6% | +$15K | 0.24% | 61 |
|
|
2018
Q4 | $234K | Buy |
+1,359
| New | +$234K | 0.25% | 59 |
|