SWM
Segment Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
47,640
+213
| +0.4% | +$78.1K | 1.11% | 26 |
|
|
2025
Q1 | $17.4M | Buy |
47,427
+358
| +0.8% | +$131K | 1.18% | 23 |
|
|
2024
Q4 | $18.3M | Buy |
47,069
+169
| +0.4% | +$65.7K | 1.25% | 20 |
|
|
2024
Q3 | $19M | Buy |
46,900
+126
| +0.3% | +$51.1K | 1.31% | 15 |
|
|
2024
Q2 | $16.1M | Buy |
46,774
+231
| +0.5% | +$79.5K | 1.19% | 23 |
|
|
2024
Q1 | $17.9M | Buy |
46,543
+2,301
| +5% | +$883K | 1.36% | 16 |
|
|
2023
Q4 | $15.3M | Buy |
44,242
+904
| +2% | +$313K | 1.35% | 16 |
|
|
2023
Q3 | $13.1M | Buy |
43,338
+2,180
| +5% | +$659K | 1.33% | 18 |
|
|
2023
Q2 | $12.8M | Buy |
41,158
+210
| +0.5% | +$65.2K | 1.31% | 16 |
|
|
2023
Q1 | $12.1M | Buy |
40,948
+855
| +2% | +$252K | 1.37% | 20 |
|
|
2022
Q4 | $12.7M | Buy |
40,093
+396
| +1% | +$125K | 1.47% | 13 |
|
|
2022
Q3 | $11M | Buy |
39,697
+1,403
| +4% | +$387K | 1.37% | 16 |
|
|
2022
Q2 | $10.5M | Buy |
38,294
+1,730
| +5% | +$474K | 1.33% | 22 |
|
|
2022
Q1 | $10.9M | Buy |
36,564
+2,116
| +6% | +$633K | 1.13% | 25 |
|
|
2021
Q4 | $14.3M | Buy |
34,448
+743
| +2% | +$308K | 1.5% | 10 |
|
|
2021
Q3 | $11.1M | Buy |
33,705
+174
| +0.5% | +$57.1K | 1.31% | 15 |
|
|
2021
Q2 | $10.7M | Buy |
33,531
+929
| +3% | +$296K | 1.27% | 15 |
|
|
2021
Q1 | $9.95M | Buy |
32,602
+1,101
| +3% | +$336K | 1.32% | 12 |
|
|
2020
Q4 | $8.37M | Sell |
31,501
-1,358
| -4% | -$361K | 1.21% | 21 |
|
|
2020
Q3 | $9.13M | Sell |
32,859
-134
| -0.4% | -$37.2K | 1.48% | 10 |
|
|
2020
Q2 | $8.27M | Buy |
32,993
+150
| +0.5% | +$37.6K | 1.53% | 8 |
|
|
2020
Q1 | $6.13M | Sell |
32,843
-270
| -0.8% | -$50.4K | 1.37% | 15 |
|
|
2019
Q4 | $7.23M | Buy |
33,113
+1,791
| +6% | +$391K | 1.22% | 17 |
|
|
2019
Q3 | $7.27M | Buy |
31,322
+568
| +2% | +$132K | 1.42% | 13 |
|
|
2019
Q2 | $6.4M | Buy |
30,754
+590
| +2% | +$123K | 1.3% | 17 |
|
|
2019
Q1 | $5.79M | Buy |
30,164
+871
| +3% | +$167K | 1.23% | 18 |
|
|
2018
Q4 | $5.03M | Buy |
29,293
+899
| +3% | +$154K | 1.27% | 17 |
|
|
2018
Q3 | $5.88M | Buy |
28,394
+168
| +0.6% | +$34.8K | 1.28% | 13 |
|
|
2018
Q2 | $5.51M | Sell |
28,226
-134
| -0.5% | -$26.1K | 1.3% | 12 |
|
|
2018
Q1 | $5.06M | Buy |
28,360
+202
| +0.7% | +$36K | 1.26% | 16 |
|
|
2017
Q4 | $5.34M | Buy |
28,158
+437
| +2% | +$82.8K | 1.29% | 15 |
|
|
2017
Q3 | $4.53M | Sell |
27,721
-527
| -2% | -$86.2K | 1.2% | 18 |
|
|
2017
Q2 | $4.33M | Buy |
28,248
+1,895
| +7% | +$291K | 1.19% | 19 |
|
|
2017
Q1 | $3.87M | Buy |
26,353
+724
| +3% | +$106K | 1.26% | 18 |
|
|
2016
Q4 | $3.44M | Buy |
25,629
+276
| +1% | +$37K | 1.26% | 20 |
|
|
2016
Q3 | $3.26M | Sell |
25,353
-130
| -0.5% | -$16.7K | 1.28% | 20 |
|
|
2016
Q2 | $3.25M | Sell |
25,483
-1,601
| -6% | -$204K | 1.34% | 22 |
|
|
2016
Q1 | $3.61M | Buy |
27,084
+411
| +2% | +$54.8K | 1.35% | 21 |
|
|
2015
Q4 | $3.53M | Sell |
26,673
-565
| -2% | -$74.7K | 1.34% | 20 |
|
|
2015
Q3 | $3.15M | Buy |
27,238
+1,570
| +6% | +$181K | 1.2% | 26 |
|
|
2015
Q2 | $2.85M | Buy |
25,668
+59
| +0.2% | +$6.56K | 0.99% | 35 |
|
|
2015
Q1 | $2.91M | Buy |
25,609
+6,455
| +34% | +$733K | 0.97% | 36 |
|
|
2014
Q4 | $2.01M | Buy |
19,154
+1,339
| +8% | +$141K | 0.77% | 50 |
|
|
2014
Q3 | $1.63M | Buy |
17,815
+1,304
| +8% | +$120K | 0.62% | 57 |
|
|
2014
Q2 | $1.34M | Sell |
16,511
-8,453
| -34% | -$684K | 0.52% | 61 |
|
|
2014
Q1 | $1.98M | Buy |
24,964
+4,441
| +22% | +$351K | 0.92% | 38 |
|
|
2013
Q4 | $1.69M | Buy |
20,523
+1,090
| +6% | +$89.8K | 0.83% | 39 |
|
|
2013
Q3 | $1.47M | Sell |
19,433
-3,488
| -15% | -$265K | 0.8% | 40 |
|
|
2013
Q2 | $1.78M | Buy |
+22,921
| New | +$1.78M | 1.06% | 23 |
|