Synergy Asset Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63
| Closed | -$25.5K | – | 382 |
|
|
2024
Q4 | $25.5K | Buy |
+63
| New | +$25.5K | ﹤0.01% | 339 |
|
|
2023
Q3 | – | Sell |
-947
| Closed | -$294K | – | 139 |
|
|
2023
Q2 | $294K | Buy |
947
+143
| +18% | +$44.4K | 0.07% | 76 |
|
|
2023
Q1 | $237K | Sell |
804
-56
| -7% | -$16.5K | 0.06% | 102 |
|
|
2022
Q4 | $272K | Buy |
860
+30
| +4% | +$9.48K | 0.07% | 88 |
|
|
2022
Q3 | $229K | Buy |
+830
| New | +$229K | 0.06% | 97 |
|
|
2022
Q2 | – | Sell |
-693
| Closed | -$207K | – | 108 |
|
|
2022
Q1 | $207K | Sell |
693
-156
| -18% | -$46.6K | 0.05% | 91 |
|
|
2021
Q4 | $353K | Buy |
+849
| New | +$353K | 0.08% | 72 |
|
|
2021
Q2 | – | Sell |
-994
| Closed | -$304K | – | 115 |
|
|
2021
Q1 | $304K | Buy |
+994
| New | +$304K | 0.09% | 73 |
|