SWA
SOA Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
24,332
-5,867
| -19% | -$305K | 0.24% | 69 |
|
|
2025
Q1 | $1.25M | Buy |
30,199
+26,807
| +790% | +$1.11M | 0.26% | 63 |
|
|
2024
Q4 | $1.32M | Sell |
3,392
-66
| -2% | -$25.7K | 0.24% | 65 |
|
|
2024
Q3 | $1.4M | Sell |
3,458
-6
| -0.2% | -$2.43K | 0.27% | 62 |
|
|
2024
Q2 | $1.19M | Buy |
3,464
+250
| +8% | +$86.1K | 0.24% | 68 |
|
|
2024
Q1 | $1.23M | Buy |
3,214
+69
| +2% | +$26.5K | 0.26% | 63 |
|
|
2023
Q4 | $1.09M | Sell |
3,145
-43
| -1% | -$14.9K | 0.24% | 63 |
|
|
2023
Q3 | $963K | Buy |
3,188
+45
| +1% | +$13.6K | 0.24% | 63 |
|
|
2023
Q2 | $976K | Sell |
3,143
-4
| -0.1% | -$1.24K | 0.23% | 63 |
|
|
2023
Q1 | $929K | Buy |
3,147
+17
| +0.5% | +$5.02K | 0.23% | 63 |
|
|
2022
Q4 | $989K | Buy |
3,130
+83
| +3% | +$26.2K | 0.27% | 62 |
|
|
2022
Q3 | $840K | Buy |
3,047
+189
| +7% | +$52.1K | 0.25% | 62 |
|
|
2022
Q2 | $784K | Buy |
2,858
+15
| +0.5% | +$4.12K | 0.23% | 65 |
|
|
2022
Q1 | $851K | Sell |
2,843
-1
| -0% | -$299 | 0.21% | 73 |
|
|
2021
Q4 | $1.17M | Sell |
2,844
-48
| -2% | -$19.7K | 0.28% | 63 |
|
|
2021
Q3 | $949K | Buy |
2,892
+893
| +45% | +$293K | 0.24% | 67 |
|
|
2021
Q2 | $637K | Sell |
1,999
-342
| -15% | -$109K | 0.16% | 83 |
|
|
2021
Q1 | $714K | Buy |
2,341
+36
| +2% | +$11K | 0.2% | 74 |
|
|
2020
Q4 | $642K | Buy |
+2,305
| New | +$642K | 0.17% | 75 |
|