Summit Financial Strategies’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392K | Sell |
1,191
-112
| -9% | -$40.8K | 0.03% | 108 |
|
|
2025
Q4 | $449K | Sell |
1,303
-17
| -1% | -$6.23K | 0.04% | 100 |
|
|
2025
Q3 | $535K | Sell |
1,320
-29
| -2% | -$11.4K | 0.05% | 88 |
|
|
2025
Q2 | $494K | Buy |
1,349
+29
| +2% | +$10.5K | 0.05% | 89 |
|
|
2025
Q1 | $484K | Hold |
1,320
| – | – | 0.05% | 86 |
|
|
2024
Q4 | $513K | Hold |
1,320
| – | – | 0.06% | 80 |
|
|
2024
Q3 | $535K | Sell |
1,320
-36
| -3% | -$13.1K | 0.06% | 77 |
|
|
2024
Q2 | $467K | Buy |
1,356
+6
| +0.4% | +$2.05K | 0.06% | 81 |
|
|
2024
Q1 | $518K | Sell |
1,350
-14
| -1% | -$5.12K | 0.07% | 76 |
|
|
2023
Q4 | $473K | Buy |
1,364
+7
| +0.5% | +$2.17K | 0.07% | 73 |
|
|
2023
Q3 | $410K | Sell |
1,357
-28
| -2% | -$9.01K | 0.08% | 75 |
|
|
2023
Q2 | $430K | Buy |
1,385
+314
| +29% | +$92.8K | 0.08% | 74 |
|
|
2023
Q1 | $316K | Buy |
1,071
+4
| +0.4% | +$1.23K | 0.06% | 91 |
|
|
2022
Q4 | $337K | Buy |
1,067
+201
| +23% | +$61.2K | 0.07% | 84 |
|
|
2022
Q3 | $239K | Buy |
866
+20
| +2% | +$5.9K | 0.06% | 104 |
|
|
2022
Q2 | $232K | Buy |
846
+2
| +0.2% | +$590 | 0.05% | 106 |
|
|
2022
Q1 | $253K | Sell |
844
-5
| -0.6% | -$1.73K | 0.05% | 97 |
|
|
2021
Q4 | $352K | Sell |
849
-143
| -14% | -$54.4K | 0.07% | 81 |
|
|
2021
Q3 | $326K | Buy |
992
+2
| +0.2% | +$657 | 0.07% | 85 |
|
|
2021
Q2 | $316K | Buy |
990
+251
| +34% | +$79.8K | 0.07% | 87 |
|
|
2021
Q1 | $226K | Sell |
739
-118
| -14% | -$32.5K | 0.08% | 63 |
|
|
2020
Q4 | $228K | Buy |
+857
| New | +$236K | 0.08% | 74 |
|
Other funds holding HD
VCM
VPM
