Sterling Group 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
Q1 | – | Sell |
-531
| Closed | -$207K | – | 60 |
|
|
2024
Q4 | $207K | Sell |
531
-70
| -12% | -$27.2K | 0.11% | 63 |
|
|
2024
Q3 | $244K | Sell |
601
-129
| -18% | -$52.3K | 0.13% | 56 |
|
|
2024
Q2 | $251K | Buy |
+730
| New | +$251K | 0.14% | 49 |
|
|
2024
Q1 | – | Sell |
-930
| Closed | -$322K | – | 19 |
|
|
2023
Q4 | $322K | Hold |
930
| – | – | 0.25% | 38 |
|
|
2023
Q3 | $281K | Sell |
930
-2
| -0.2% | -$604 | 0.27% | 38 |
|
|
2023
Q2 | $290K | Hold |
932
| – | – | 0.25% | 38 |
|
|
2023
Q1 | $275K | Buy |
932
+224
| +32% | +$66.1K | 0.26% | 38 |
|
|
2022
Q4 | $224K | Buy |
+708
| New | +$224K | 0.22% | 44 |
|