SWA
Sutton Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.9M | Buy |
6,274
+18
| +0.3% | +$5.44K | 0.93% | 22 |
|
|
2023
Q2 | $1.94M | Buy |
6,256
+437
| +8% | +$136K | 0.94% | 23 |
|
|
2023
Q1 | $1.72M | Sell |
5,819
-2,766
| -32% | -$816K | 0.92% | 24 |
|
|
2022
Q4 | $2.71M | Sell |
8,585
-344
| -4% | -$109K | 1.03% | 21 |
|
|
2022
Q3 | $2.46M | Buy |
8,929
+753
| +9% | +$208K | 1% | 22 |
|
|
2022
Q2 | $2.24M | Buy |
8,176
+6
| +0.1% | +$1.65K | 0.89% | 23 |
|
|
2022
Q1 | $2.45M | Buy |
8,170
+271
| +3% | +$81.1K | 0.84% | 26 |
|
|
2021
Q4 | $3.28M | Buy |
7,899
+216
| +3% | +$89.6K | 1.09% | 21 |
|
|
2021
Q3 | $2.52M | Buy |
7,683
+83
| +1% | +$27.2K | 0.93% | 25 |
|
|
2021
Q2 | $2.42M | Buy |
7,600
+45
| +0.6% | +$14.4K | 0.89% | 24 |
|
|
2021
Q1 | $2.31M | Buy |
7,555
+41
| +0.5% | +$12.5K | 0.91% | 24 |
|
|
2020
Q4 | $2M | Buy |
7,514
+63
| +0.8% | +$16.7K | 0.85% | 24 |
|
|
2020
Q3 | $2.07M | Buy |
7,451
+180
| +2% | +$50K | 1% | 19 |
|
|
2020
Q2 | $1.82M | Buy |
7,271
+512
| +8% | +$128K | 0.95% | 22 |
|
|
2020
Q1 | $1.26M | Buy |
6,759
+280
| +4% | +$52.3K | 0.79% | 26 |
|
|
2019
Q4 | $1.41M | Buy |
6,479
+13
| +0.2% | +$2.84K | 0.73% | 27 |
|
|
2019
Q3 | $1.5M | Buy |
6,466
+608
| +10% | +$141K | 0.84% | 22 |
|
|
2019
Q2 | $1.22M | Buy |
5,858
+69
| +1% | +$14.4K | 0.7% | 26 |
|
|
2019
Q1 | $1.11M | Sell |
5,789
-271
| -4% | -$52K | 0.65% | 27 |
|
|
2018
Q4 | $1.04M | Buy |
6,060
+90
| +2% | +$15.5K | 0.67% | 27 |
|
|
2018
Q3 | $1.24M | Hold |
5,970
| – | – | 0.81% | 17 |
|
|
2018
Q2 | $1.16M | Buy |
5,970
+124
| +2% | +$24.2K | 0.81% | 19 |
|
|
2018
Q1 | $1.04M | Buy |
5,846
+450
| +8% | +$80.2K | 0.75% | 21 |
|
|
2017
Q4 | $1.02M | Sell |
5,396
-5
| -0.1% | -$948 | 0.75% | 20 |
|
|
2017
Q3 | $883K | Hold |
5,401
| – | – | 0.67% | 21 |
|
|
2017
Q2 | $829K | Buy |
5,401
+21
| +0.4% | +$3.22K | 0.66% | 22 |
|
|
2017
Q1 | $790K | Buy |
5,380
+68
| +1% | +$9.98K | 0.66% | 23 |
|
|
2016
Q4 | $712K | Hold |
5,312
| – | – | 0.64% | 22 |
|
|
2016
Q3 | $684K | Hold |
5,312
| – | – | 0.62% | 22 |
|
|
2016
Q2 | $678K | Buy |
5,312
+87
| +2% | +$11.1K | 0.64% | 25 |
|
|
2016
Q1 | $697K | Buy |
+5,225
| New | +$697K | 0.66% | 24 |
|