Summit Wealth & Retirement Planning’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 | $1.02M | Buy |
2,776
+1,245
| +81% | +$457K | 0.27% | 35 |
|
|
2025
Q1 | $561K | Buy |
1,531
+145
| +10% | +$53.1K | 0.17% | 42 |
|
|
2024
Q4 | $539K | Buy |
1,386
+152
| +12% | +$59.1K | 0.17% | 39 |
|
|
2024
Q3 | $500K | Sell |
1,234
-54
| -4% | -$21.9K | 0.16% | 41 |
|
|
2024
Q2 | $443K | Sell |
1,288
-34
| -3% | -$11.7K | 0.15% | 42 |
|
|
2024
Q1 | $507K | Sell |
1,322
-272
| -17% | -$104K | 0.18% | 34 |
|
|
2023
Q4 | $552K | Buy |
1,594
+210
| +15% | +$72.8K | 0.23% | 31 |
|
|
2023
Q3 | $418K | Buy |
1,384
+18
| +1% | +$5.44K | 0.17% | 40 |
|
|
2023
Q2 | $424K | Sell |
1,366
-1,004
| -42% | -$312K | 0.17% | 43 |
|
|
2023
Q1 | $699K | Sell |
2,370
-543
| -19% | -$160K | 0.26% | 43 |
|
|
2022
Q4 | $920K | Buy |
2,913
+329
| +13% | +$104K | 0.37% | 34 |
|
|
2022
Q3 | $713K | Buy |
2,584
+2
| +0.1% | +$552 | 0.28% | 44 |
|
|
2022
Q2 | $708K | Buy |
+2,582
| New | +$708K | 0.27% | 48 |
|