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 |
|