Summit Asset 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
Q2
$2.83M Buy
7,711
+853
+12% +$313K 0.46% 34
2025
Q1
$2.51M Buy
6,858
+987
+17% +$362K 0.44% 35
2024
Q4
$2.28M Buy
5,871
+100
+2% +$38.9K 0.4% 34
2024
Q3
$2.34M Buy
5,771
+830
+17% +$336K 0.44% 32
2024
Q2
$1.7M Buy
4,941
+1,210
+32% +$417K 0.35% 37
2024
Q1
$1.43M Buy
3,731
+201
+6% +$77.1K 0.31% 40
2023
Q4
$1.22M Buy
3,530
+108
+3% +$37.4K 0.29% 43
2023
Q3
$1.03M Sell
3,422
-55
-2% -$16.6K 0.28% 43
2023
Q2
$1.08M Sell
3,477
-7
-0.2% -$2.17K 0.28% 46
2023
Q1
$1.03M Sell
3,484
-7
-0.2% -$2.07K 0.28% 45
2022
Q4
$1.1M Buy
3,491
+31
+0.9% +$9.79K 0.32% 43
2022
Q3
$955K Buy
3,460
+50
+1% +$13.8K 0.31% 46
2022
Q2
$935K Buy
3,410
+138
+4% +$37.8K 0.29% 49
2022
Q1
$979K Buy
3,272
+120
+4% +$35.9K 0.28% 51
2021
Q4
$1.31M Buy
3,152
+215
+7% +$89.2K 0.37% 41
2021
Q3
$964K Buy
2,937
+66
+2% +$21.7K 0.3% 50
2021
Q2
$916K Buy
2,871
+294
+11% +$93.8K 0.29% 51
2021
Q1
$787K Buy
2,577
+141
+6% +$43.1K 0.27% 54
2020
Q4
$647K Buy
2,436
+38
+2% +$10.1K 0.24% 62
2020
Q3
$666K Buy
2,398
+617
+35% +$171K 0.28% 53
2020
Q2
$446K Sell
1,781
-220
-11% -$55.1K 0.2% 66
2020
Q1
$374K Buy
2,001
+383
+24% +$71.6K 0.2% 67
2019
Q4
$353K Buy
1,618
+200
+14% +$43.6K 0.15% 82
2019
Q3
$329K Sell
1,418
-20
-1% -$4.64K 0.15% 75
2019
Q2
$299K Hold
1,438
0.14% 78
2019
Q1
$276K Buy
1,438
+62
+5% +$11.9K 0.14% 87
2018
Q4
$236K Buy
1,376
+30
+2% +$5.15K 0.13% 83
2018
Q3
$279K Hold
1,346
0.13% 85
2018
Q2
$263K Sell
1,346
-31
-2% -$6.06K 0.13% 88
2018
Q1
$245K Hold
1,377
0.12% 94
2017
Q4
$261K Hold
1,377
0.13% 91
2017
Q3
$225K Buy
+1,377
New +$225K 0.11% 99