SWM
SilverOak Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
860
+216
| +34% | +$79.2K | 0.06% | 86 |
|
|
2025
Q1 | $236K | Hold |
644
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $251K | Sell |
644
-72
| -10% | -$28K | 0.05% | 84 |
|
|
2024
Q3 | $290K | Buy |
716
+77
| +12% | +$31.2K | 0.07% | 77 |
|
|
2024
Q2 | $220K | Hold |
639
| – | – | 0.05% | 86 |
|
|
2024
Q1 | $245K | Sell |
639
-13
| -2% | -$4.99K | 0.06% | 83 |
|
|
2023
Q4 | $226K | Buy |
+652
| New | +$226K | 0.06% | 78 |
|