Smallwood Wealth Investment Management’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 | $651K | Hold |
1,775
| – | – | 0.41% | 37 |
|
|
2024
Q4 | $691K | Hold |
1,775
| – | – | 0.47% | 33 |
|
|
2024
Q3 | $719K | Buy |
1,775
+15
| +0.9% | +$6.08K | 0.51% | 30 |
|
|
2024
Q2 | $606K | Hold |
1,760
| – | – | 0.47% | 32 |
|
|
2024
Q1 | $675K | Buy |
1,760
+25
| +1% | +$9.59K | 0.52% | 30 |
|
|
2023
Q4 | $601K | Buy |
1,735
+125
| +8% | +$43.3K | 0.5% | 31 |
|
|
2023
Q3 | $486K | Buy |
1,610
+200
| +14% | +$60.4K | 0.44% | 35 |
|
|
2023
Q2 | $438K | Hold |
1,410
| – | – | 0.39% | 40 |
|
|
2023
Q1 | $416K | Sell |
1,410
-60
| -4% | -$17.7K | 0.39% | 39 |
|
|
2022
Q4 | $464K | Sell |
1,470
-5
| -0.3% | -$1.58K | 0.39% | 44 |
|
|
2022
Q3 | $407K | Buy |
1,475
+5
| +0.3% | +$1.38K | 0.37% | 49 |
|
|
2022
Q2 | $403K | Buy |
1,470
+60
| +4% | +$16.4K | 0.41% | 42 |
|
|
2022
Q1 | $422K | Buy |
+1,410
| New | +$422K | 0.4% | 37 |
|