SFM
Stack Financial Management’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-47,030
| Closed | -$14.1M | – | 41 |
|
2022
Q1 | $14.1M | Buy |
47,030
+1,086
| +2% | +$325K | 1.13% | 38 |
|
2021
Q4 | $19.1M | Sell |
45,944
-837
| -2% | -$347K | 1.65% | 27 |
|
2021
Q3 | $15.4M | Sell |
46,781
-290
| -0.6% | -$95.2K | 1.46% | 35 |
|
2021
Q2 | $15M | Buy |
47,071
+745
| +2% | +$238K | 1.29% | 38 |
|
2021
Q1 | $14.1M | Buy |
46,326
+536
| +1% | +$164K | 1.19% | 41 |
|
2020
Q4 | $12.2M | Buy |
45,790
+1,536
| +3% | +$408K | 1.07% | 41 |
|
2020
Q3 | $12.3M | Buy |
44,254
+152
| +0.3% | +$42.2K | 1.23% | 36 |
|
2020
Q2 | $11M | Buy |
+44,102
| New | +$11M | 1.26% | 35 |
|