SWMG
Signature Wealth Management Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
14,059
-276
| -2% | -$101K | 2.03% | 12 |
|
|
2025
Q1 | $5.25M | Sell |
14,335
-74
| -0.5% | -$27.1K | 2.05% | 8 |
|
|
2024
Q4 | $5.6M | Buy |
14,409
+437
| +3% | +$170K | 2.25% | 4 |
|
|
2024
Q3 | $5.66M | Buy |
13,972
+2
| +0% | +$810 | 2.27% | 5 |
|
|
2024
Q2 | $4.81M | Buy |
13,970
+202
| +1% | +$69.5K | 2.11% | 9 |
|
|
2024
Q1 | $4.62M | Buy |
13,768
+657
| +5% | +$220K | 2.1% | 9 |
|
|
2023
Q4 | $4.54M | Buy |
+13,111
| New | +$4.54M | 2.1% | 9 |
|
|
2023
Q2 | $4.04M | Sell |
12,990
-913
| -7% | -$284K | 1.88% | 14 |
|
|
2023
Q1 | $4.1M | Sell |
13,903
-2,745
| -16% | -$810K | 1.95% | 13 |
|
|
2022
Q4 | $5.26M | Sell |
16,648
-927
| -5% | -$293K | 2.57% | 5 |
|
|
2022
Q3 | $4.85M | Sell |
17,575
-285
| -2% | -$78.6K | 2.46% | 5 |
|
|
2022
Q2 | $4.9M | Buy |
17,860
+394
| +2% | +$108K | 2.38% | 3 |
|
|
2022
Q1 | $5.23M | Buy |
17,466
+5,758
| +49% | +$1.72M | 2.35% | 4 |
|
|
2021
Q4 | $4.86M | Buy |
11,708
+75
| +0.6% | +$31.1K | 2.45% | 5 |
|
|
2021
Q3 | $3.82M | Buy |
11,633
+670
| +6% | +$220K | 2.12% | 8 |
|
|
2021
Q2 | $3.5M | Sell |
10,963
-27
| -0.2% | -$8.61K | 1.95% | 17 |
|
|
2021
Q1 | $3.36M | Buy |
10,990
+481
| +5% | +$147K | 1.97% | 15 |
|
|
2020
Q4 | $2.79M | Buy |
10,509
+884
| +9% | +$235K | 1.76% | 29 |
|
|
2020
Q3 | $2.67M | Sell |
9,625
-77
| -0.8% | -$21.4K | 1.92% | 28 |
|
|
2020
Q2 | $2.43M | Sell |
9,702
-212
| -2% | -$53.1K | 1.86% | 29 |
|
|
2020
Q1 | $1.85M | Sell |
9,914
-458
| -4% | -$85.5K | 1.63% | 33 |
|
|
2019
Q4 | $2.27M | Sell |
10,372
-1,183
| -10% | -$258K | 1.43% | 35 |
|
|
2019
Q3 | $2.68M | Sell |
11,555
-930
| -7% | -$216K | 1.78% | 35 |
|
|
2019
Q2 | $2.64M | Buy |
12,485
+37
| +0.3% | +$7.82K | 1.76% | 34 |
|
|
2019
Q1 | $2.39M | Buy |
12,448
+3,384
| +37% | +$649K | 1.67% | 36 |
|
|
2018
Q4 | $1.56M | Hold |
9,064
| – | – | 1.21% | 39 |
|
|
2018
Q3 | $1.57M | Hold |
9,064
| – | – | 1.17% | 37 |
|
|
2018
Q2 | $1.77M | Sell |
9,064
-14
| -0.2% | -$2.73K | 1.31% | 36 |
|
|
2018
Q1 | $1.62M | Buy |
9,078
+14
| +0.2% | +$2.5K | 1.25% | 35 |
|
|
2017
Q4 | $1.72M | Buy |
+9,064
| New | +$1.72M | 1.26% | 36 |
|