SWM
Spire Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
29,041
-8,923
| -24% | -$3.27M | 0.38% | 55 |
|
|
2025
Q1 | $13.9M | Sell |
37,964
-277
| -0.7% | -$102K | 0.45% | 44 |
|
|
2024
Q4 | $14.9M | Buy |
38,241
+5,135
| +16% | +$2M | 0.46% | 46 |
|
|
2024
Q3 | $13.4M | Buy |
33,106
+2,241
| +7% | +$908K | 0.45% | 45 |
|
|
2024
Q2 | $10.6M | Sell |
30,865
-6,067
| -16% | -$2.09M | 0.37% | 50 |
|
|
2024
Q1 | $14.2M | Buy |
36,932
+1,881
| +5% | +$722K | 0.26% | 81 |
|
|
2023
Q4 | $12.7M | Sell |
35,051
-10,569
| -23% | -$3.83M | 0.42% | 49 |
|
|
2023
Q3 | $13.8M | Buy |
45,620
+12,671
| +38% | +$3.83M | 0.52% | 45 |
|
|
2023
Q2 | $10.2M | Sell |
32,949
-11,591
| -26% | -$3.6M | 0.38% | 60 |
|
|
2023
Q1 | $13.1M | Buy |
44,540
+7,793
| +21% | +$2.3M | 0.51% | 38 |
|
|
2022
Q4 | $11.6M | Sell |
36,747
-255
| -0.7% | -$80.5K | 0.65% | 31 |
|
|
2022
Q3 | $10.2M | Sell |
37,002
-19,321
| -34% | -$5.33M | 0.62% | 33 |
|
|
2022
Q2 | $15.4M | Sell |
56,323
-38,805
| -41% | -$10.6M | 0.64% | 29 |
|
|
2022
Q1 | $28.3M | Sell |
95,128
-11,574
| -11% | -$3.44M | 0.76% | 24 |
|
|
2021
Q4 | $44.3M | Buy |
106,702
+10,419
| +11% | +$4.33M | 0.98% | 11 |
|
|
2021
Q3 | $31.6M | Buy |
96,283
+3,587
| +4% | +$1.18M | 0.84% | 20 |
|
|
2021
Q2 | $29.6M | Sell |
92,696
-9,536
| -9% | -$3.05M | 0.8% | 21 |
|
|
2021
Q1 | $30.8M | Buy |
+102,232
| New | +$30.8M | 0.82% | 17 |
|