Shum Financial Group’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.95M Buy
5,333
+24
+0.5% +$8.8K 1.69% 19
2024
Q4
$2.07M Sell
5,309
-495
-9% -$193K 1.78% 18
2024
Q3
$2.32M Buy
+5,804
New +$2.32M 1.94% 15