Sweet Financial Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.74M | Sell |
9,231
-234
| -2% | -$94.8K | 0.81% | 21 |
|
|
2024
Q2 | $3.26M | Buy |
9,465
+379
| +4% | +$130K | 0.74% | 25 |
|
|
2024
Q1 | $3.49M | Buy |
9,086
+473
| +5% | +$181K | 0.8% | 21 |
|
|
2023
Q4 | $2.98M | Buy |
8,613
+782
| +10% | +$271K | 0.71% | 23 |
|
|
2023
Q3 | $2.37M | Buy |
7,831
+244
| +3% | +$73.7K | 0.63% | 26 |
|
|
2023
Q2 | $2.36M | Buy |
7,587
+1,718
| +29% | +$534K | 0.61% | 29 |
|
|
2023
Q1 | $1.73M | Buy |
5,869
+1,136
| +24% | +$335K | 0.48% | 35 |
|
|
2022
Q4 | $1.5M | Buy |
4,733
+301
| +7% | +$95.1K | 0.44% | 33 |
|
|
2022
Q3 | $1.22M | Buy |
4,432
+455
| +11% | +$126K | 0.39% | 35 |
|
|
2022
Q2 | $1.09M | Buy |
3,977
+198
| +5% | +$54.3K | 0.34% | 39 |
|
|
2022
Q1 | $1.13M | Buy |
3,779
+1,859
| +97% | +$556K | 0.3% | 40 |
|
|
2021
Q4 | $797K | Buy |
+1,920
| New | +$797K | 0.33% | 42 |
|