Taylor Wealth Management Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.52M | Sell |
16,469
-1,188
| -7% | -$326K | 2.57% | 14 |
|
|
2022
Q1 | $5.29M | Sell |
17,657
-816
| -4% | -$244K | 2.14% | 20 |
|
|
2021
Q4 | $7.67M | Buy |
18,473
+60
| +0.3% | +$24.9K | 2.7% | 13 |
|
|
2021
Q3 | $6.04M | Buy |
18,413
+884
| +5% | +$290K | 2.16% | 17 |
|
|
2021
Q2 | $5.59M | Sell |
17,529
-299
| -2% | -$95.4K | 1.97% | 23 |
|
|
2021
Q1 | $5.44M | Sell |
17,828
-50
| -0.3% | -$15.3K | 1.99% | 21 |
|
|
2020
Q4 | $4.75M | Sell |
17,878
-29
| -0.2% | -$7.7K | 1.83% | 21 |
|
|
2020
Q3 | $4.97M | Buy |
17,907
+486
| +3% | +$135K | 2.28% | 14 |
|
|
2020
Q2 | $4.36M | Buy |
17,421
+1,235
| +8% | +$309K | 2.22% | 20 |
|
|
2020
Q1 | $3.02M | Buy |
16,186
+1,995
| +14% | +$372K | 1.85% | 21 |
|
|
2019
Q4 | $3.1M | Buy |
+14,191
| New | +$3.1M | 1.43% | 28 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$26K | – | 77 |
|
|
2018
Q4 | $26K | Sell |
150
-37
| -20% | -$6.41K | 0.02% | 67 |
|
|
2018
Q3 | $39K | Buy |
187
+24
| +15% | +$5.01K | 0.02% | 75 |
|
|
2018
Q2 | $32K | Hold |
163
| – | – | 0.01% | 81 |
|
|
2018
Q1 | $29K | Hold |
163
| – | – | 0.01% | 80 |
|
|
2017
Q4 | $31K | Hold |
163
| – | – | 0.01% | 103 |
|
|
2017
Q3 | $27K | Hold |
163
| – | – | 0.01% | 105 |
|
|
2017
Q2 | $25K | Hold |
163
| – | – | 0.01% | 108 |
|
|
2017
Q1 | $24K | Sell |
163
-25
| -13% | -$3.68K | 0.01% | 111 |
|
|
2016
Q4 | $25K | Sell |
188
-24
| -11% | -$3.19K | 0.01% | 112 |
|
|
2016
Q3 | $27K | Hold |
212
| – | – | 0.01% | 104 |
|
|
2016
Q2 | $27K | Buy |
212
+13
| +7% | +$1.66K | 0.01% | 99 |
|
|
2016
Q1 | $27K | Hold |
199
| – | – | 0.01% | 94 |
|
|
2015
Q4 | $26K | Hold |
199
| – | – | 0.01% | 92 |
|
|
2015
Q3 | $23K | Sell |
199
-341
| -63% | -$39.4K | 0.01% | 94 |
|
|
2015
Q2 | $60K | Hold |
540
| – | – | 0.02% | 87 |
|
|
2015
Q1 | $61K | Buy |
+540
| New | +$61K | 0.02% | 76 |
|