SWA
SFMG Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
4,260
-145
| -3% | -$53.2K | 0.12% | 82 |
|
|
2025
Q1 | $1.61M | Sell |
4,405
-90
| -2% | -$33K | 0.13% | 79 |
|
|
2024
Q4 | $1.75M | Sell |
4,495
-540
| -11% | -$210K | 0.14% | 75 |
|
|
2024
Q3 | $2.04M | Sell |
5,035
-1
| -0% | -$405 | 0.17% | 67 |
|
|
2024
Q2 | $1.73M | Sell |
5,036
-455
| -8% | -$157K | 0.15% | 71 |
|
|
2024
Q1 | $2.11M | Buy |
5,491
+112
| +2% | +$43K | 0.18% | 65 |
|
|
2023
Q4 | $1.86M | Buy |
5,379
+127
| +2% | +$44K | 0.17% | 70 |
|
|
2023
Q3 | $1.59M | Sell |
5,252
-4,417
| -46% | -$1.33M | 0.16% | 70 |
|
|
2023
Q2 | $3M | Sell |
9,669
-383
| -4% | -$119K | 0.31% | 48 |
|
|
2023
Q1 | $2.97M | Buy |
10,052
+321
| +3% | +$94.7K | 0.32% | 45 |
|
|
2022
Q4 | $3.07M | Sell |
9,731
-265
| -3% | -$83.7K | 0.34% | 42 |
|
|
2022
Q3 | $2.8M | Buy |
9,996
+21
| +0.2% | +$5.89K | 0.33% | 39 |
|
|
2022
Q2 | $2.74M | Buy |
9,975
+63
| +0.6% | +$17.3K | 0.32% | 47 |
|
|
2022
Q1 | $2.97M | Buy |
9,912
+4,437
| +81% | +$1.33M | 0.29% | 47 |
|
|
2021
Q4 | $2.27M | Buy |
5,475
+396
| +8% | +$164K | 0.22% | 59 |
|
|
2021
Q3 | $1.67M | Sell |
5,079
-35
| -0.7% | -$11.5K | 0.18% | 69 |
|
|
2021
Q2 | $1.63M | Sell |
5,114
-91
| -2% | -$29K | 0.18% | 63 |
|
|
2021
Q1 | $1.59M | Sell |
5,205
-878
| -14% | -$268K | 0.18% | 63 |
|
|
2020
Q4 | $1.62M | Buy |
6,083
+971
| +19% | +$258K | 0.2% | 58 |
|
|
2020
Q3 | $1.42M | Buy |
5,112
+257
| +5% | +$71.4K | 0.2% | 47 |
|
|
2020
Q2 | $1.22M | Sell |
4,855
-633
| -12% | -$159K | 0.17% | 48 |
|
|
2020
Q1 | $1.03M | Buy |
5,488
+11
| +0.2% | +$2.05K | 0.15% | 40 |
|
|
2019
Q4 | $1.2M | Buy |
5,477
+299
| +6% | +$65.3K | 0.15% | 57 |
|
|
2019
Q3 | $1.2M | Buy |
5,178
+95
| +2% | +$22K | 0.16% | 50 |
|
|
2019
Q2 | $1.1M | Buy |
5,083
+368
| +8% | +$79.9K | 0.15% | 44 |
|
|
2019
Q1 | $905K | Sell |
4,715
-555
| -11% | -$107K | 0.13% | 49 |
|
|
2018
Q4 | $735K | Buy |
5,270
+458
| +10% | +$63.9K | 0.12% | 54 |
|
|
2018
Q3 | $866K | Sell |
4,812
-729
| -13% | -$131K | 0.13% | 49 |
|
|
2018
Q2 | $895K | Buy |
5,541
+1,482
| +37% | +$239K | 0.15% | 49 |
|
|
2018
Q1 | $723K | Buy |
4,059
+407
| +11% | +$72.5K | 0.12% | 52 |
|
|
2017
Q4 | $692K | Buy |
3,652
+533
| +17% | +$101K | 0.11% | 59 |
|
|
2017
Q3 | $510K | Buy |
3,119
+77
| +3% | +$12.6K | 0.1% | 65 |
|
|
2017
Q2 | $467K | Buy |
3,042
+66
| +2% | +$10.1K | 0.1% | 67 |
|
|
2017
Q1 | $437K | Sell |
2,976
-128
| -4% | -$18.8K | 0.09% | 68 |
|
|
2016
Q4 | $416K | Sell |
3,104
-155
| -5% | -$20.8K | 0.09% | 70 |
|
|
2016
Q3 | $419K | Buy |
3,259
+256
| +9% | +$32.9K | 0.09% | 71 |
|
|
2016
Q2 | $383K | Buy |
3,003
+421
| +16% | +$53.7K | 0.09% | 74 |
|
|
2016
Q1 | $345K | Sell |
2,582
-22
| -0.8% | -$2.94K | 0.08% | 73 |
|
|
2015
Q4 | $344K | Buy |
2,604
+5
| +0.2% | +$661 | 0.08% | 82 |
|
|
2015
Q3 | $300K | Sell |
2,599
-1
| -0% | -$115 | 0.07% | 86 |
|
|
2015
Q2 | $289K | Sell |
2,600
-5,338
| -67% | -$593K | 0.06% | 88 |
|
|
2015
Q1 | $902K | Buy |
7,938
+5,345
| +206% | +$607K | 0.07% | 81 |
|
|
2014
Q4 | $272K | Sell |
2,593
-122
| -4% | -$12.8K | 0.06% | 93 |
|
|
2014
Q3 | $249K | Buy |
2,715
+165
| +6% | +$15.1K | 0.08% | 69 |
|
|
2014
Q2 | $206K | Buy |
2,550
+10
| +0.4% | +$808 | 0.07% | 75 |
|
|
2014
Q1 | $201K | Buy |
2,540
+6
| +0.2% | +$475 | 0.07% | 74 |
|
|
2013
Q4 | $209K | Buy |
+2,534
| New | +$209K | 0.07% | 71 |
|