Summit Wealth & Retirement Planning’s Home Depot HD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$845K	Sell	2,568 -208	-7%	-$75.8K	0.2%	42
2025 Q4	$955K	Hold	2,776	–	–	0.22%	38
2025 Q3	$1.12M	Hold	2,776	–	–	0.28%	35
2025 Q2	$1.02M	Buy	2,776 +1,245	+81%	+$451K	0.27%	35
2025 Q1	$561K	Buy	1,531 +145	+10%	+$56.5K	0.17%	42
2024 Q4	$539K	Buy	1,386 +152	+12%	+$62.1K	0.17%	39
2024 Q3	$500K	Sell	1,234 -54	-4%	-$19.7K	0.16%	41
2024 Q2	$443K	Sell	1,288 -34	-3%	-$11.6K	0.15%	42
2024 Q1	$507K	Sell	1,322 -272	-17%	-$99.4K	0.18%	34
2023 Q4	$552K	Buy	1,594 +210	+15%	+$65K	0.23%	31
2023 Q3	$418K	Buy	1,384 +18	+1%	+$5.79K	0.17%	40
2023 Q2	$424K	Sell	1,366 -1,004	-42%	-$297K	0.17%	43
2023 Q1	$699K	Sell	2,370 -543	-19%	-$166K	0.26%	43
2022 Q4	$920K	Buy	2,913 +329	+13%	+$100K	0.37%	34
2022 Q3	$713K	Buy	2,584 +2	+0.1%	+$590	0.28%	44
2022 Q2	$708K	Buy	+2,582	New	+$762K	0.27%	48