Sequoia Financial 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 | $62.6M | Buy |
170,616
+14,451
| +9% | +$5.3M | 0.43% | 52 |
|
|
2025
Q1 | $57.2M | Buy |
156,165
+28,320
| +22% | +$10.4M | 0.44% | 50 |
|
|
2024
Q4 | $49.7M | Buy |
127,845
+18,726
| +17% | +$7.28M | 0.48% | 42 |
|
|
2024
Q3 | $44.2M | Buy |
109,119
+10,497
| +11% | +$4.25M | 0.47% | 48 |
|
|
2024
Q2 | $33.9M | Buy |
98,622
+10,798
| +12% | +$3.72M | 0.41% | 55 |
|
|
2024
Q1 | $33.7M | Sell |
87,824
-6,444
| -7% | -$2.47M | 0.42% | 55 |
|
|
2023
Q4 | $32.7M | Buy |
94,268
+61,896
| +191% | +$21.4M | 0.41% | 56 |
|
|
2023
Q3 | $9.78M | Sell |
32,372
-29,487
| -48% | -$8.91M | 0.17% | 104 |
|
|
2023
Q2 | $19.2M | Buy |
61,859
+6,808
| +12% | +$2.11M | 0.33% | 59 |
|
|
2023
Q1 | $16.2M | Buy |
55,051
+2,677
| +5% | +$790K | 0.36% | 51 |
|
|
2022
Q4 | $16.5M | Buy |
52,374
+13,067
| +33% | +$4.13M | 0.41% | 48 |
|
|
2022
Q3 | $10.8M | Sell |
39,307
-2,096
| -5% | -$578K | 0.34% | 51 |
|
|
2022
Q2 | $11.4M | Buy |
41,403
+13,320
| +47% | +$3.65M | 0.32% | 52 |
|
|
2022
Q1 | $8.41M | Buy |
28,083
+1,027
| +4% | +$307K | 0.21% | 96 |
|
|
2021
Q4 | $11.2M | Buy |
27,056
+16,339
| +152% | +$6.78M | 0.31% | 65 |
|
|
2021
Q3 | $3.52M | Sell |
10,717
-16,680
| -61% | -$5.48M | 0.36% | 47 |
|
|
2021
Q2 | $8.74M | Buy |
27,397
+1,406
| +5% | +$448K | 0.32% | 55 |
|
|
2021
Q1 | $7.93M | Buy |
25,991
+841
| +3% | +$257K | 0.33% | 46 |
|
|
2020
Q4 | $6.68M | Buy |
25,150
+272
| +1% | +$72.2K | 0.31% | 50 |
|
|
2020
Q3 | $6.91M | Buy |
24,878
+1,639
| +7% | +$455K | 0.36% | 44 |
|
|
2020
Q2 | $5.82M | Buy |
23,239
+1,837
| +9% | +$460K | 0.34% | 43 |
|
|
2020
Q1 | $4M | Buy |
21,402
+240
| +1% | +$44.8K | 0.3% | 48 |
|
|
2019
Q4 | $4.62M | Buy |
21,162
+1,796
| +9% | +$392K | 0.29% | 52 |
|
|
2019
Q3 | $4.49M | Sell |
19,366
-1,430
| -7% | -$332K | 0.33% | 46 |
|
|
2019
Q2 | $4.33M | Buy |
20,796
+1,249
| +6% | +$260K | 0.32% | 50 |
|
|
2019
Q1 | $3.75M | Buy |
19,547
+3,776
| +24% | +$725K | 0.31% | 52 |
|
|
2018
Q4 | $2.71M | Buy |
15,771
+1,261
| +9% | +$217K | 0.31% | 57 |
|
|
2018
Q3 | $3.01M | Sell |
14,510
-78
| -0.5% | -$16.2K | 0.3% | 58 |
|
|
2018
Q2 | $2.85M | Sell |
14,588
-924
| -6% | -$180K | 0.3% | 58 |
|
|
2018
Q1 | $2.77M | Buy |
15,512
+278
| +2% | +$49.6K | 0.29% | 65 |
|
|
2017
Q4 | $2.89M | Sell |
15,234
-289
| -2% | -$54.8K | 0.3% | 66 |
|
|
2017
Q3 | $2.54M | Buy |
15,523
+60
| +0.4% | +$9.81K | 0.3% | 66 |
|
|
2017
Q2 | $2.37M | Buy |
15,463
+1,203
| +8% | +$185K | 0.29% | 66 |
|
|
2017
Q1 | $2.09M | Sell |
14,260
-182
| -1% | -$26.7K | 0.27% | 67 |
|
|
2016
Q4 | $1.94M | Sell |
14,442
-884
| -6% | -$119K | 0.28% | 65 |
|
|
2016
Q3 | $1.97M | Buy |
15,326
+2,682
| +21% | +$345K | 0.37% | 47 |
|
|
2016
Q2 | $1.62M | Buy |
12,644
+275
| +2% | +$35.1K | 0.45% | 52 |
|
|
2016
Q1 | $1.65M | Buy |
12,369
+7,111
| +135% | +$949K | 0.53% | 43 |
|
|
2015
Q4 | $695K | Buy |
+5,258
| New | +$695K | 0.28% | 75 |
|
|
2015
Q2 | – | Sell |
-1,873
| Closed | -$213K | – | 194 |
|
|
2015
Q1 | $213K | Sell |
1,873
-477
| -20% | -$54.2K | 0.1% | 163 |
|
|
2014
Q4 | $247K | Hold |
2,350
| – | – | 0.17% | 127 |
|
|
2014
Q3 | $216K | Sell |
2,350
-207
| -8% | -$19K | 0.15% | 148 |
|
|
2014
Q2 | $207K | Buy |
+2,557
| New | +$207K | 0.16% | 150 |
|