Sterling Financial Planning’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
$313K Sell
853
-25
-3% -$9.16K 0.1% 84
2025
Q1
$322K Sell
878
-29
-3% -$10.6K 0.12% 81
2024
Q4
$353K Sell
907
-383
-30% -$149K 0.13% 80
2024
Q3
$523K Sell
1,290
-82
-6% -$33.2K 0.19% 72
2024
Q2
$472K Buy
1,372
+2
+0.1% +$688 0.19% 73
2024
Q1
$525K Sell
1,370
-39
-3% -$15K 0.21% 67
2023
Q4
$488K Buy
1,409
+102
+8% +$35.3K 0.21% 71
2023
Q3
$395K Sell
1,307
-17
-1% -$5.14K 0.2% 71
2023
Q2
$411K Buy
1,324
+42
+3% +$13.1K 0.2% 68
2023
Q1
$378K Buy
1,282
+2
+0.2% +$590 0.21% 68
2022
Q4
$404K Buy
1,280
+2
+0.2% +$631 0.24% 64
2022
Q3
$353K Buy
1,278
+3
+0.2% +$829 0.25% 64
2022
Q2
$350K Sell
1,275
-7
-0.5% -$1.92K 0.25% 62
2022
Q1
$384K Buy
1,282
+2
+0.2% +$599 0.24% 61
2021
Q4
$531K Sell
1,280
-13
-1% -$5.39K 0.33% 54
2021
Q3
$425K Sell
1,293
-45
-3% -$14.8K 0.27% 54
2021
Q2
$427K Sell
1,338
-29
-2% -$9.26K 0.28% 52
2021
Q1
$417K Sell
1,367
-92
-6% -$28.1K 0.3% 49
2020
Q4
$387K Buy
+1,459
New +$387K 0.31% 46