Summit Wealth Group’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 | $662K | Buy |
1,806
+35
| +2% | +$12.8K | 0.17% | 52 |
|
|
2025
Q1 | $649K | Sell |
1,771
-19
| -1% | -$6.96K | 0.19% | 51 |
|
|
2024
Q4 | $696K | Sell |
1,790
-13
| -0.7% | -$5.06K | 0.2% | 49 |
|
|
2024
Q3 | $731K | Hold |
1,803
| – | – | 0.21% | 49 |
|
|
2024
Q2 | $621K | Buy |
+1,803
| New | +$621K | 0.19% | 49 |
|
|
2023
Q3 | – | Sell |
-1,176
| Closed | -$365K | – | 48 |
|
|
2023
Q2 | $365K | Sell |
1,176
-345,885
| -100% | -$107M | 0.15% | 51 |
|
|
2023
Q1 | $1K | Buy |
+347,061
| New | +$1K | 0.02% | 118 |
|
|
2021
Q4 | – | Sell |
-1,102
| Closed | -$362K | – | 35 |
|
|
2021
Q3 | $362K | Buy |
+1,102
| New | +$362K | 0.57% | 27 |
|
|
2021
Q1 | – | Sell |
-1,400
| Closed | -$372K | – | 196 |
|
|
2020
Q4 | $372K | Hold |
1,400
| – | – | 0.23% | 34 |
|
|
2020
Q3 | $389K | Hold |
1,400
| – | – | 0.34% | 24 |
|
|
2020
Q2 | $351K | Buy |
1,400
+187
| +15% | +$46.9K | 0.32% | 24 |
|
|
2020
Q1 | $226K | Sell |
1,213
-2
| -0.2% | -$373 | 0.23% | 26 |
|
|
2019
Q4 | $265K | Buy |
+1,215
| New | +$265K | 0.25% | 25 |
|