SFWA
Summit Financial Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $805K | Buy |
2,196
+55
| +3% | +$20.2K | 0.16% | 66 |
|
|
2024
Q4 | $875K | Buy |
2,141
+1,375
| +180% | +$562K | 0.17% | 65 |
|
|
2024
Q3 | $310K | Hold |
766
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $264K | Buy |
766
+6
| +0.8% | +$2.07K | 0.05% | 119 |
|
|
2024
Q1 | $292K | Buy |
760
+64
| +9% | +$24.6K | 0.06% | 104 |
|
|
2023
Q4 | $241K | Sell |
696
-42
| -6% | -$14.6K | 0.05% | 110 |
|
|
2023
Q3 | $218K | Sell |
738
-658
| -47% | -$194K | 0.05% | 110 |
|
|
2023
Q2 | $434K | Hold |
1,396
| – | – | 0.1% | 79 |
|
|
2023
Q1 | $412K | Buy |
1,396
+129
| +10% | +$38.1K | 0.1% | 88 |
|
|
2022
Q4 | $400K | Hold |
1,267
| – | – | 0.1% | 89 |
|
|
2022
Q3 | $369K | Sell |
1,267
-286
| -18% | -$83.3K | 0.11% | 81 |
|
|
2022
Q2 | $475K | Buy |
1,553
+333
| +27% | +$102K | 0.11% | 82 |
|
|
2022
Q1 | $365K | Sell |
1,220
-128
| -9% | -$38.3K | 0.07% | 99 |
|
|
2021
Q4 | $557K | Sell |
1,348
-70
| -5% | -$28.9K | 0.11% | 83 |
|
|
2021
Q3 | $465K | Buy |
1,418
+9
| +0.6% | +$2.95K | 0.11% | 85 |
|
|
2021
Q2 | $449K | Buy |
1,409
+520
| +58% | +$166K | 0.1% | 85 |
|
|
2021
Q1 | $236K | Buy |
889
+146
| +20% | +$38.8K | 0.06% | 96 |
|
|
2020
Q4 | $206K | Sell |
743
-368
| -33% | -$102K | 0.06% | 95 |
|
|
2020
Q3 | $301K | Sell |
1,111
-106
| -9% | -$28.7K | 0.08% | 90 |
|
|
2020
Q2 | $303K | Buy |
1,217
+20
| +2% | +$4.98K | 0.08% | 92 |
|
|
2020
Q1 | $229K | Hold |
1,197
| – | – | 0.07% | 108 |
|
|
2019
Q4 | $277K | Sell |
1,197
-40
| -3% | -$9.26K | 0.07% | 114 |
|
|
2019
Q3 | $290K | Hold |
1,237
| – | – | 0.07% | 121 |
|
|
2019
Q2 | $257K | Hold |
1,237
| – | – | 0.06% | 132 |
|
|
2019
Q1 | $246K | Sell |
1,237
-58
| -4% | -$11.5K | 0.07% | 118 |
|
|
2018
Q4 | $223K | Buy |
1,295
+241
| +23% | +$41.5K | 0.07% | 115 |
|
|
2018
Q3 | $201K | Buy |
+1,054
| New | +$201K | 0.06% | 137 |
|
|
2016
Q2 | – | Sell |
-1,522
| Closed | -$203K | – | 147 |
|
|
2016
Q1 | $203K | Buy |
+1,522
| New | +$203K | 0.09% | 130 |
|
|
2015
Q4 | – | Sell |
-507
| Closed | -$58K | – | 160 |
|
|
2015
Q3 | $58K | Hold |
507
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $56K | Buy |
+507
| New | +$56K | 0.03% | 132 |
|