SW
SVB Wealth’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
+50,916
| New | +$18.7M | 1% | 22 |
|
|
2025
Q1 | – | Sell |
-92,940
| Closed | -$36.2M | – | 1604 |
|
|
2024
Q4 | $36.2M | Buy |
+92,940
| New | +$36.2M | 0.68% | 18 |
|
|
2024
Q3 | – | Sell |
-100,021
| Closed | -$34.4M | – | 260 |
|
|
2024
Q2 | $34.4M | Sell |
100,021
-6,467
| -6% | -$2.23M | 0.85% | 18 |
|
|
2024
Q1 | $40.8M | Sell |
106,488
-6,600
| -6% | -$2.53M | 0.91% | 17 |
|
|
2023
Q4 | $39.2M | Sell |
113,088
-26,199
| -19% | -$9.08M | 0.95% | 16 |
|
|
2023
Q3 | $42.1M | Sell |
139,287
-12,524
| -8% | -$3.78M | 0.92% | 16 |
|
|
2023
Q2 | $47.2M | Sell |
151,811
-49,640
| -25% | -$15.4M | 0.85% | 18 |
|
|
2023
Q1 | $59.5M | Sell |
201,451
-16,288
| -7% | -$4.81M | 0.83% | 20 |
|
|
2022
Q4 | $68.8M | Buy |
217,739
+390
| +0.2% | +$123K | 0.93% | 17 |
|
|
2022
Q3 | $60M | Sell |
217,349
-1,897
| -0.9% | -$523K | 0.88% | 18 |
|
|
2022
Q2 | $60.1M | Buy |
219,246
+1,625
| +0.7% | +$446K | 0.92% | 17 |
|
|
2022
Q1 | $65.1M | Buy |
217,621
+1,986
| +0.9% | +$594K | 0.87% | 19 |
|
|
2021
Q4 | $89.5M | Sell |
215,635
-7,738
| -3% | -$3.21M | 1.47% | 11 |
|
|
2021
Q3 | $73.3M | Sell |
223,373
-191
| -0.1% | -$62.7K | 0.94% | 17 |
|
|
2021
Q2 | $71.3M | Buy |
223,564
+616
| +0.3% | +$196K | 0.9% | 17 |
|
|
2021
Q1 | $68.1M | Sell |
222,948
-5,597
| -2% | -$1.71M | 0.95% | 16 |
|
|
2020
Q4 | $60.7M | Buy |
228,545
+683
| +0.3% | +$181K | 0.89% | 16 |
|
|
2020
Q3 | $63.3M | Sell |
227,862
-1,237
| -0.5% | -$344K | 1.04% | 13 |
|
|
2020
Q2 | $57.4M | Sell |
229,099
-4,002
| -2% | -$1M | 1.07% | 12 |
|
|
2020
Q1 | $43.5M | Buy |
233,101
+2,073
| +0.9% | +$387K | 1.06% | 15 |
|
|
2019
Q4 | $50.5M | Buy |
231,028
+685
| +0.3% | +$150K | 0.92% | 14 |
|
|
2019
Q3 | $53.4M | Sell |
230,343
-5,930
| -3% | -$1.38M | 1.06% | 12 |
|
|
2019
Q2 | $49.1M | Sell |
236,273
-11,739
| -5% | -$2.44M | 1.65% | 9 |
|
|
2019
Q1 | $47.6M | Sell |
248,012
-5,503
| -2% | -$1.06M | 1.88% | 9 |
|
|
2018
Q4 | $43.6M | Sell |
253,515
-3,993
| -2% | -$686K | 1.86% | 8 |
|
|
2018
Q3 | $53.3M | Buy |
257,508
+3,913
| +2% | +$811K | 1.89% | 7 |
|
|
2018
Q2 | $49.5M | Sell |
253,595
-20,704
| -8% | -$4.04M | 1.9% | 6 |
|
|
2018
Q1 | $48.9M | Sell |
274,299
-4,512
| -2% | -$804K | 1.88% | 4 |
|
|
2017
Q4 | $52.8M | Sell |
278,811
-8,754
| -3% | -$1.66M | 1.99% | 4 |
|
|
2017
Q3 | $47M | Buy |
287,565
+7,895
| +3% | +$1.29M | 1.81% | 4 |
|
|
2017
Q2 | $42.9M | Buy |
279,670
+905
| +0.3% | +$139K | 1.68% | 5 |
|
|
2017
Q1 | $40.9M | Sell |
278,765
-714
| -0.3% | -$105K | 1.63% | 6 |
|
|
2016
Q4 | $37.5M | Sell |
279,479
-2,724
| -1% | -$365K | 1.55% | 7 |
|
|
2016
Q3 | $36.3M | Buy |
282,203
+16,637
| +6% | +$2.14M | 1.48% | 7 |
|
|
2016
Q2 | $33.9M | Sell |
265,566
-9,121
| -3% | -$1.16M | 1.38% | 9 |
|
|
2016
Q1 | $36.7M | Sell |
274,687
-22,936
| -8% | -$3.06M | 1.49% | 7 |
|
|
2015
Q4 | $39.4M | Buy |
297,623
+23,029
| +8% | +$3.05M | 1.55% | 5 |
|
|
2015
Q3 | $31.7M | Buy |
274,594
+4,177
| +2% | +$482K | 1.23% | 14 |
|
|
2015
Q2 | $30.1M | Buy |
270,417
+7,736
| +3% | +$860K | 0.99% | 24 |
|
|
2015
Q1 | $29.8M | Buy |
262,681
+2,040
| +0.8% | +$232K | 0.96% | 24 |
|
|
2014
Q4 | $27.4M | Buy |
+260,641
| New | +$27.4M | 0.88% | 27 |
|