Summit Wealth Group’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Sell |
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|
2025
Q2 | $662K | Buy |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $696K | Sell |
|
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|
2024
Q3 | $731K | Hold |
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|
2024
Q2 | $621K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $1K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $362K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $372K | Hold |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $265K | Buy |
|