SWM
Stockman Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Buy |
21,859
+537
| +3% | +$197K | 1.09% | 36 |
|
|
2025
Q1 | $7.81M | Buy |
21,322
+865
| +4% | +$317K | 1.16% | 35 |
|
|
2024
Q4 | $7.96M | Buy |
20,457
+226
| +1% | +$87.9K | 1.25% | 28 |
|
|
2024
Q3 | $8.2M | Buy |
20,231
+836
| +4% | +$339K | 1.27% | 31 |
|
|
2024
Q2 | $6.68M | Buy |
19,395
+268
| +1% | +$92.3K | 1.17% | 32 |
|
|
2024
Q1 | $7.34M | Sell |
19,127
-148
| -0.8% | -$56.8K | 1.3% | 31 |
|
|
2023
Q4 | $6.68M | Buy |
19,275
+203
| +1% | +$70.3K | 1.33% | 30 |
|
|
2023
Q3 | $5.76M | Sell |
19,072
-119
| -0.6% | -$36K | 1.27% | 31 |
|
|
2023
Q2 | $5.96M | Buy |
19,191
+490
| +3% | +$152K | 1.28% | 31 |
|
|
2023
Q1 | $5.52M | Buy |
18,701
+94
| +0.5% | +$27.7K | 1.23% | 32 |
|
|
2022
Q4 | $5.88M | Buy |
18,607
+142
| +0.8% | +$44.9K | 1.35% | 28 |
|
|
2022
Q3 | $5.1M | Buy |
18,465
+1,347
| +8% | +$372K | 1.38% | 28 |
|
|
2022
Q2 | $4.7M | Buy |
17,118
+690
| +4% | +$189K | 1.2% | 32 |
|
|
2022
Q1 | $4.92M | Buy |
16,428
+1,339
| +9% | +$401K | 1.02% | 37 |
|
|
2021
Q4 | $6.26M | Sell |
15,089
-548
| -4% | -$227K | 1.28% | 29 |
|
|
2021
Q3 | $5.13M | Buy |
15,637
+215
| +1% | +$70.6K | 1.14% | 33 |
|
|
2021
Q2 | $4.92M | Buy |
15,422
+590
| +4% | +$188K | 1.17% | 32 |
|
|
2021
Q1 | $4.53M | Buy |
14,832
+470
| +3% | +$143K | 1.26% | 32 |
|
|
2020
Q4 | $3.82M | Sell |
14,362
-96
| -0.7% | -$25.5K | 1.17% | 37 |
|
|
2020
Q3 | $4.02M | Sell |
14,458
-739
| -5% | -$205K | 1.46% | 25 |
|
|
2020
Q2 | $3.81M | Sell |
15,197
-212
| -1% | -$53.1K | 1.43% | 27 |
|
|
2020
Q1 | $2.88M | Buy |
15,409
+182
| +1% | +$34K | 1.28% | 31 |
|
|
2019
Q4 | $3.33M | Sell |
15,227
-412
| -3% | -$90K | 1.18% | 32 |
|
|
2019
Q3 | $3.63M | Buy |
15,639
+217
| +1% | +$50.3K | 1.39% | 27 |
|
|
2019
Q2 | $3.21M | Sell |
15,422
-136
| -0.9% | -$28.3K | 1.31% | 29 |
|
|
2019
Q1 | $2.99M | Buy |
15,558
+2
| +0% | +$384 | 1.3% | 30 |
|
|
2018
Q4 | $2.67M | Buy |
15,556
+247
| +2% | +$42.4K | 1.28% | 30 |
|
|
2018
Q3 | $3.17M | Sell |
15,309
-172
| -1% | -$35.6K | 1.37% | 30 |
|
|
2018
Q2 | $3.02M | Sell |
15,481
-55
| -0.4% | -$10.7K | 1.38% | 30 |
|
|
2018
Q1 | $2.77M | Sell |
15,536
-109
| -0.7% | -$19.4K | 1.27% | 32 |
|
|
2017
Q4 | $2.97M | Sell |
15,645
-347
| -2% | -$65.8K | 1.33% | 28 |
|
|
2017
Q3 | $2.62M | Buy |
15,992
+9,649
| +152% | +$1.58M | 1.25% | 33 |
|
|
2017
Q2 | $973K | Sell |
6,343
-10,264
| -62% | -$1.57M | 0.97% | 43 |
|
|
2017
Q1 | $2.44M | Buy |
16,607
+67
| +0.4% | +$9.84K | 1.39% | 31 |
|
|
2016
Q4 | $2.22M | Sell |
16,540
-1,111
| -6% | -$149K | 1.35% | 30 |
|
|
2016
Q3 | $2.27M | Buy |
17,651
+250
| +1% | +$32.2K | 1.41% | 27 |
|
|
2016
Q2 | $2.22M | Sell |
17,401
-884
| -5% | -$113K | 1.74% | 26 |
|
|
2016
Q1 | $2.44M | Sell |
18,285
-3,205
| -15% | -$428K | 1.94% | 18 |
|
|
2015
Q4 | $2.84M | Sell |
21,490
-1,029
| -5% | -$136K | 2.3% | 13 |
|
|
2015
Q3 | $2.6M | Sell |
22,519
-379
| -2% | -$43.8K | 2.24% | 13 |
|
|
2015
Q2 | $2.55M | Sell |
22,898
-549
| -2% | -$61K | 2.17% | 14 |
|
|
2015
Q1 | $2.66M | Sell |
23,447
-692
| -3% | -$78.6K | 2.28% | 14 |
|
|
2014
Q4 | $2.53M | Buy |
+24,139
| New | +$2.53M | 2.17% | 13 |
|