SFP
Shepherd Financial Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
9,549
+44
| +0.5% | +$16.1K | 0.37% | 54 |
|
|
2025
Q1 | $3.48M | Buy |
9,505
+144
| +2% | +$52.8K | 0.41% | 49 |
|
|
2024
Q4 | $3.64M | Buy |
9,361
+121
| +1% | +$47.1K | 0.44% | 38 |
|
|
2024
Q3 | $3.74M | Buy |
9,240
+125
| +1% | +$50.7K | 0.45% | 38 |
|
|
2024
Q2 | $3.14M | Buy |
9,115
+3
| +0% | +$1.03K | 0.4% | 41 |
|
|
2024
Q1 | $3.5M | Buy |
9,112
+66
| +0.7% | +$25.3K | 0.46% | 38 |
|
|
2023
Q4 | $3.13M | Buy |
9,046
+91
| +1% | +$31.5K | 0.45% | 39 |
|
|
2023
Q3 | $2.71M | Buy |
8,955
+1,412
| +19% | +$427K | 0.42% | 45 |
|
|
2023
Q2 | $2.34M | Buy |
7,543
+156
| +2% | +$48.5K | 0.36% | 51 |
|
|
2023
Q1 | $2.18M | Buy |
7,387
+295
| +4% | +$87.1K | 0.36% | 48 |
|
|
2022
Q4 | $2.24M | Buy |
7,092
+69
| +1% | +$21.8K | 0.41% | 48 |
|
|
2022
Q3 | $1.94M | Buy |
7,023
+270
| +4% | +$74.5K | 0.38% | 53 |
|
|
2022
Q2 | $1.85M | Sell |
6,753
-235
| -3% | -$64.4K | 0.36% | 52 |
|
|
2022
Q1 | $2.09M | Sell |
6,988
-4,019
| -37% | -$1.2M | 0.37% | 52 |
|
|
2021
Q4 | $4.57M | Buy |
11,007
+312
| +3% | +$130K | 0.79% | 20 |
|
|
2021
Q3 | $3.51M | Buy |
10,695
+80
| +0.8% | +$26.2K | 0.68% | 23 |
|
|
2021
Q2 | $3.39M | Buy |
10,615
+26
| +0.2% | +$8.29K | 0.64% | 28 |
|
|
2021
Q1 | $3.23M | Buy |
10,589
+711
| +7% | +$217K | 0.72% | 23 |
|
|
2020
Q4 | $2.62M | Buy |
9,878
+550
| +6% | +$146K | 0.6% | 32 |
|
|
2020
Q3 | $2.59M | Buy |
9,328
+266
| +3% | +$73.9K | 0.61% | 26 |
|
|
2020
Q2 | $2.27M | Buy |
9,062
+28
| +0.3% | +$7.01K | 0.62% | 25 |
|
|
2020
Q1 | $1.69M | Sell |
9,034
-4,355
| -33% | -$813K | 0.58% | 28 |
|
|
2019
Q4 | $2.92M | Buy |
13,389
+132
| +1% | +$28.8K | 0.68% | 27 |
|
|
2019
Q3 | $3.08M | Sell |
13,257
-1,158
| -8% | -$269K | 0.77% | 23 |
|
|
2019
Q2 | $3M | Sell |
14,415
-541
| -4% | -$113K | 0.56% | 24 |
|
|
2019
Q1 | $2.87M | Buy |
14,956
+6,449
| +76% | +$1.24M | 0.56% | 27 |
|
|
2018
Q4 | $1.46M | Sell |
8,507
-614
| -7% | -$105K | 0.32% | 41 |
|
|
2018
Q3 | $1.78M | Hold |
9,121
| – | – | 0.4% | 42 |
|
|
2018
Q2 | $1.77M | Buy |
9,121
+82
| +0.9% | +$15.9K | 0.4% | 41 |
|
|
2018
Q1 | $1.61M | Buy |
9,039
+607
| +7% | +$108K | 0.4% | 41 |
|
|
2017
Q4 | $1.6M | Sell |
8,432
-528
| -6% | -$100K | 0.38% | 43 |
|
|
2017
Q3 | $1.48M | Sell |
8,960
-2,403
| -21% | -$398K | 0.34% | 46 |
|
|
2017
Q2 | $1.72M | Sell |
11,363
-87
| -0.8% | -$13.2K | 0.42% | 42 |
|
|
2017
Q1 | $1.68M | Sell |
11,450
-242
| -2% | -$35.5K | 0.44% | 43 |
|
|
2016
Q4 | $1.57M | Buy |
+11,692
| New | +$1.57M | 0.45% | 43 |
|