Tobias Financial 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 | $343K | Buy |
935
+22
| +2% | +$8.07K | 0.06% | 93 |
|
2025
Q1 | $335K | Buy |
913
+3
| +0.3% | +$1.1K | 0.07% | 85 |
|
2024
Q4 | $354K | Buy |
910
+9
| +1% | +$3.5K | 0.07% | 80 |
|
2024
Q3 | $365K | Sell |
901
-8
| -0.9% | -$3.24K | 0.07% | 76 |
|
2024
Q2 | $313K | Buy |
909
+112
| +14% | +$38.6K | 0.07% | 79 |
|
2024
Q1 | $306K | Buy |
+797
| New | +$306K | 0.07% | 80 |
|
2022
Q4 | – | Sell |
-766
| Closed | -$211K | – | 83 |
|
2022
Q3 | $211K | Sell |
766
-24
| -3% | -$6.61K | 0.07% | 73 |
|
2022
Q2 | $217K | Buy |
+790
| New | +$217K | 0.07% | 71 |
|
2022
Q1 | – | Sell |
-2,724
| Closed | -$1.13M | – | 95 |
|
2021
Q4 | $1.13M | Buy |
+2,724
| New | +$1.13M | 0.09% | 66 |
|
2020
Q1 | – | Sell |
-300
| Closed | -$65K | – | 145 |
|
2019
Q4 | $65K | Buy |
+300
| New | +$65K | 0.04% | 86 |
|