SVWAG
Sound View Wealth Advisors Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
35,771
-22
| -0.1% | -$8.07K | 0.97% | 27 |
|
|
2025
Q1 | $13.1M | Buy |
35,793
+326
| +0.9% | +$119K | 1.08% | 25 |
|
|
2024
Q4 | $13.8M | Buy |
35,467
+1,469
| +4% | +$571K | 1.11% | 25 |
|
|
2024
Q3 | $13.8M | Buy |
33,998
+3,005
| +10% | +$1.22M | 1.12% | 24 |
|
|
2024
Q2 | $10.7M | Buy |
30,993
+539
| +2% | +$186K | 1.1% | 25 |
|
|
2024
Q1 | $11.7M | Sell |
30,454
-3,527
| -10% | -$1.35M | 1.25% | 20 |
|
|
2023
Q4 | $11.8M | Buy |
33,981
+872
| +3% | +$302K | 1.3% | 17 |
|
|
2023
Q3 | $10M | Buy |
33,109
+1,725
| +5% | +$521K | 1.24% | 17 |
|
|
2023
Q2 | $9.75M | Sell |
31,384
-581
| -2% | -$180K | 1.28% | 16 |
|
|
2023
Q1 | $9.43M | Sell |
31,965
-2,016
| -6% | -$595K | 1.29% | 15 |
|
|
2022
Q4 | $11.8M | Buy |
33,981
+9,636
| +40% | +$3.34M | 1.3% | 17 |
|
|
2022
Q3 | $6.72M | Sell |
24,345
-1,661
| -6% | -$458K | 1.51% | 15 |
|
|
2022
Q2 | $7.13M | Buy |
26,006
+447
| +2% | +$123K | 1.49% | 14 |
|
|
2022
Q1 | $7.65M | Buy |
25,559
+364
| +1% | +$109K | 1.45% | 14 |
|
|
2021
Q4 | $10.5M | Sell |
25,195
-35
| -0.1% | -$14.5K | 1.98% | 8 |
|
|
2021
Q3 | $8.28M | Sell |
25,230
-59
| -0.2% | -$19.4K | 1.73% | 12 |
|
|
2021
Q2 | $8.06M | Sell |
25,289
-2,071
| -8% | -$660K | 1.7% | 11 |
|
|
2021
Q1 | $8.35M | Sell |
27,360
-602
| -2% | -$184K | 1.94% | 7 |
|
|
2020
Q4 | $7.43M | Sell |
27,962
-85
| -0.3% | -$22.6K | 1.81% | 10 |
|
|
2020
Q3 | $7.79M | Sell |
28,047
-608
| -2% | -$169K | 2.05% | 8 |
|
|
2020
Q2 | $7.18M | Buy |
28,655
+367
| +1% | +$91.9K | 2.02% | 7 |
|
|
2020
Q1 | $5.28M | Buy |
28,288
+450
| +2% | +$84K | 1.82% | 10 |
|
|
2019
Q4 | $6.08M | Sell |
27,838
-403
| -1% | -$88K | 1.72% | 10 |
|
|
2019
Q3 | $6.55M | Sell |
28,241
-26
| -0.1% | -$6.03K | 1.95% | 5 |
|
|
2019
Q2 | $5.88M | Buy |
+28,267
| New | +$5.88M | 1.74% | 8 |
|