SWP
Summit Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Hold |
1,766
| – | – | 0.12% | 116 |
|
|
2025
Q1 | $647K | Buy |
1,766
+30
| +2% | +$11K | 0.13% | 110 |
|
|
2024
Q4 | $675K | Buy |
1,736
+251
| +17% | +$97.6K | 0.14% | 104 |
|
|
2024
Q3 | $602K | Sell |
1,485
-21
| -1% | -$8.51K | 0.12% | 125 |
|
|
2024
Q2 | $518K | Hold |
1,506
| – | – | 0.11% | 132 |
|
|
2024
Q1 | $578K | Sell |
1,506
-21
| -1% | -$8.05K | 0.12% | 117 |
|
|
2023
Q4 | $529K | Buy |
1,527
+15
| +1% | +$5.2K | 0.12% | 114 |
|
|
2023
Q3 | $457K | Hold |
1,512
| – | – | 0.12% | 116 |
|
|
2023
Q2 | $470K | Sell |
1,512
-44
| -3% | -$13.7K | 0.12% | 110 |
|
|
2023
Q1 | $459K | Buy |
1,556
+178
| +13% | +$52.5K | 0.12% | 111 |
|
|
2022
Q4 | $435K | Sell |
1,378
-24
| -2% | -$7.58K | 0.12% | 116 |
|
|
2022
Q3 | $387K | Buy |
1,402
+63
| +5% | +$17.4K | 0.11% | 109 |
|
|
2022
Q2 | $367K | Buy |
1,339
+301
| +29% | +$82.5K | 0.1% | 111 |
|
|
2022
Q1 | $311K | Hold |
1,038
| – | – | 0.07% | 124 |
|
|
2021
Q4 | $431K | Buy |
1,038
+14
| +1% | +$5.81K | 0.09% | 106 |
|
|
2021
Q3 | $336K | Hold |
1,024
| – | – | 0.08% | 111 |
|
|
2021
Q2 | $326K | Hold |
1,024
| – | – | 0.08% | 120 |
|
|
2021
Q1 | $312K | Sell |
1,024
-6
| -0.6% | -$1.83K | 0.08% | 119 |
|
|
2020
Q4 | $274K | Hold |
1,030
| – | – | 0.07% | 119 |
|
|
2020
Q3 | $286K | Sell |
1,030
-50
| -5% | -$13.9K | 0.09% | 120 |
|
|
2020
Q2 | $270K | Buy |
+1,080
| New | +$270K | 0.09% | 117 |
|
|
2020
Q1 | – | Sell |
-1,317
| Closed | -$288K | – | 116 |
|
|
2019
Q4 | $288K | Buy |
+1,317
| New | +$288K | 0.1% | 96 |
|