Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.2M | Buy |
21,079
+3,742
| +22% | +$1.46M | 1.55% | 14 |
|
|
2024
Q3 | $7.02M | Buy |
17,337
+409
| +2% | +$166K | 1.33% | 14 |
|
|
2024
Q2 | $5.83M | Sell |
16,928
-116
| -0.7% | -$39.9K | 1.18% | 15 |
|
|
2024
Q1 | $6.54M | Sell |
17,044
-326
| -2% | -$125K | 1.35% | 15 |
|
|
2023
Q4 | $6.02M | Sell |
17,370
-2,467
| -12% | -$855K | 1.45% | 13 |
|
|
2023
Q3 | $5.99M | Sell |
19,837
-502
| -2% | -$152K | 1.52% | 12 |
|
|
2023
Q2 | $6.32M | Buy |
20,339
+1,694
| +9% | +$526K | 1.48% | 11 |
|
|
2023
Q1 | $5.5M | Sell |
18,645
-551
| -3% | -$163K | 1.35% | 10 |
|
|
2022
Q4 | $6.06M | Sell |
19,196
-6,773
| -26% | -$2.14M | 1.52% | 11 |
|
|
2022
Q3 | $7.17M | Buy |
25,969
+5,842
| +29% | +$1.61M | 1.83% | 12 |
|
|
2022
Q2 | $5.52M | Sell |
20,127
-5,321
| -21% | -$1.46M | 1.38% | 13 |
|
|
2022
Q1 | $7.62M | Buy |
25,448
+426
| +2% | +$128K | 1.8% | 11 |
|
|
2021
Q4 | $10.4M | Buy |
25,022
+175
| +0.7% | +$72.6K | 2.46% | 9 |
|
|
2021
Q3 | $8.16M | Buy |
24,847
+773
| +3% | +$254K | 2.14% | 11 |
|
|
2021
Q2 | $7.68M | Buy |
24,074
+482
| +2% | +$154K | 2.09% | 10 |
|
|
2021
Q1 | $7.2K | Buy |
23,592
+1,054
| +5% | +$322 | 2.15% | 10 |
|
|
2020
Q4 | $5.99M | Buy |
22,538
+121
| +0.5% | +$32.1K | 2% | 11 |
|
|
2020
Q3 | $5.85M | Sell |
22,417
-937
| -4% | -$245K | 2.13% | 11 |
|
|
2020
Q2 | $5.85M | Sell |
23,354
-288
| -1% | -$72.1K | 2.25% | 12 |
|
|
2020
Q1 | $4.41M | Buy |
23,642
+1,529
| +7% | +$285K | 1.98% | 12 |
|
|
2019
Q4 | $4.83M | Buy |
+22,113
| New | +$4.83M | 2.05% | 14 |
|