Strategic Wealth Partners’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 | $9.28M | Buy |
+25,312
| New | +$9.28M | 0.73% | 45 |
|
|
2024
Q4 | $10.2M | Buy |
24,762
+12,695
| +105% | +$5.24M | 0.85% | 35 |
|
|
2024
Q3 | $4.89M | Buy |
12,067
+7,025
| +139% | +$2.85M | 0.47% | 69 |
|
|
2024
Q2 | $1.74M | Buy |
5,042
+229
| +5% | +$78.8K | 0.18% | 97 |
|
|
2024
Q1 | $1.85M | Buy |
4,813
+729
| +18% | +$280K | 0.2% | 94 |
|
|
2023
Q4 | $1.42M | Sell |
4,084
-145
| -3% | -$50.2K | 0.17% | 109 |
|
|
2023
Q3 | $1.28M | Sell |
4,229
-330
| -7% | -$99.7K | 0.17% | 139 |
|
|
2023
Q2 | $1.42M | Sell |
4,559
-317
| -7% | -$98.5K | 0.18% | 131 |
|
|
2023
Q1 | $1.44M | Sell |
4,876
-443
| -8% | -$131K | 0.22% | 113 |
|
|
2022
Q4 | $1.68M | Buy |
5,319
+280
| +6% | +$88.4K | 0.31% | 95 |
|
|
2022
Q3 | $1.39M | Sell |
5,039
-466
| -8% | -$129K | 0.3% | 107 |
|
|
2022
Q2 | $1.51M | Buy |
5,505
+346
| +7% | +$94.9K | 0.33% | 95 |
|
|
2022
Q1 | $1.54M | Sell |
5,159
-63
| -1% | -$18.9K | 0.3% | 105 |
|
|
2021
Q4 | $2.17M | Buy |
5,222
+114
| +2% | +$47.3K | 0.41% | 76 |
|
|
2021
Q3 | $1.68M | Buy |
5,108
+618
| +14% | +$203K | 0.49% | 49 |
|
|
2021
Q2 | $1.43M | Buy |
4,490
+3,082
| +219% | +$983K | 0.47% | 51 |
|
|
2021
Q1 | $430K | Sell |
1,408
-1,864
| -57% | -$569K | 0.17% | 132 |
|
|
2020
Q4 | $869K | Sell |
3,272
-147
| -4% | -$39K | 0.36% | 71 |
|
|
2020
Q3 | $950K | Sell |
3,419
-100
| -3% | -$27.8K | 0.48% | 61 |
|
|
2020
Q2 | $882K | Buy |
+3,519
| New | +$882K | 0.46% | 68 |
|
|
2019
Q4 | – | Sell |
-305
| Closed | -$10.5K | – | 283 |
|
|
2019
Q3 | $10.5K | Hold |
305
| – | – | 0.05% | 139 |
|
|
2019
Q2 | $64K | Buy |
305
+2
| +0.7% | +$420 | 0.03% | 208 |
|
|
2019
Q1 | $59K | Buy |
303
+23
| +8% | +$4.48K | 0.03% | 219 |
|
|
2018
Q4 | $50K | Buy |
280
+5
| +2% | +$893 | 0.03% | 228 |
|
|
2018
Q3 | $57K | Sell |
275
-23
| -8% | -$4.77K | 0.03% | 220 |
|
|
2018
Q2 | $58K | Buy |
298
+157
| +111% | +$30.6K | 0.03% | 239 |
|
|
2018
Q1 | $25K | Buy |
+141
| New | +$25K | 0.01% | 319 |
|