Spartan Planning & Wealth 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
Q2 | $287K | Buy |
+783
| New | +$287K | 0.25% | 68 |
|
|
2025
Q1 | – | Sell |
-2,031
| Closed | -$790K | – | 75 |
|
|
2024
Q4 | $790K | Buy |
+2,031
| New | +$790K | 0.72% | 29 |
|
|
2023
Q4 | $611K | Buy |
1,764
+490
| +38% | +$170K | 0.65% | 28 |
|
|
2023
Q3 | $385K | Buy |
+1,274
| New | +$385K | 0.45% | 33 |
|
|
2022
Q4 | $889K | Buy |
+2,814
| New | +$889K | 1.11% | 14 |
|