Tandem Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
861
+83
| +11% | +$30.4K | 0.16% | 44 |
|
|
2025
Q1 | $285K | Buy |
778
+34
| +5% | +$12.5K | 0.15% | 48 |
|
|
2024
Q4 | $289K | Buy |
744
+29
| +4% | +$11.3K | 0.15% | 48 |
|
|
2024
Q3 | $290K | Sell |
715
-10
| -1% | -$4.05K | 0.15% | 46 |
|
|
2024
Q2 | $250K | Hold |
725
| – | – | 0.13% | 47 |
|
|
2024
Q1 | $278K | Hold |
725
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $251K | Hold |
725
| – | – | 0.14% | 46 |
|
|
2023
Q3 | $219K | Buy |
725
+22
| +3% | +$6.65K | 0.13% | 47 |
|
|
2023
Q2 | $218K | Buy |
+703
| New | +$218K | 0.13% | 47 |
|
|
2023
Q1 | – | Sell |
-660
| Closed | -$208K | – | 57 |
|
|
2022
Q4 | $208K | Buy |
+660
| New | +$208K | 0.13% | 48 |
|