SWM
SFG Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Hold |
1,428
| – | – | 0.32% | 45 |
|
|
2025
Q1 | $523K | Sell |
1,428
-303
| -18% | -$111K | 0.26% | 70 |
|
|
2024
Q4 | $673K | Buy |
1,731
+3
| +0.2% | +$1.17K | 0.35% | 46 |
|
|
2024
Q3 | $700K | Hold |
1,728
| – | – | 0.37% | 45 |
|
|
2024
Q2 | $595K | Sell |
1,728
-1
| -0.1% | -$344 | 0.34% | 46 |
|
|
2024
Q1 | $663K | Hold |
1,729
| – | – | 0.39% | 39 |
|
|
2023
Q4 | $599K | Hold |
1,729
| – | – | 0.4% | 41 |
|
|
2023
Q3 | $522K | Sell |
1,729
-4
| -0.2% | -$1.21K | 0.42% | 44 |
|
|
2023
Q2 | $538K | Buy |
1,733
+426
| +33% | +$132K | 0.45% | 40 |
|
|
2023
Q1 | $386K | Sell |
1,307
-45
| -3% | -$13.3K | 0.43% | 42 |
|
|
2022
Q4 | $427K | Sell |
1,352
-8
| -0.6% | -$2.53K | 0.53% | 40 |
|
|
2022
Q3 | $375K | Hold |
1,360
| – | – | 0.51% | 43 |
|
|
2022
Q2 | $373K | Sell |
1,360
-120
| -8% | -$32.9K | 0.43% | 51 |
|
|
2022
Q1 | $443K | Sell |
1,480
-175
| -11% | -$52.4K | 0.42% | 49 |
|
|
2021
Q4 | $687K | Buy |
+1,655
| New | +$687K | 0.61% | 42 |
|