TWM
Tolleson Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-555
| Closed | -$216K | – | 95 |
|
|
2024
Q4 | $216K | Buy |
+555
| New | +$216K | 0.04% | 100 |
|
|
2024
Q3 | – | Sell |
-727
| Closed | -$250K | – | 84 |
|
|
2024
Q2 | $250K | Sell |
727
-726
| -50% | -$250K | 0.05% | 75 |
|
|
2024
Q1 | $557K | Buy |
+1,453
| New | +$557K | 0.11% | 59 |
|
|
2020
Q2 | – | Sell |
-9,361
| Closed | -$1.75M | – | 68 |
|
|
2020
Q1 | $1.75M | Sell |
9,361
-315
| -3% | -$58.8K | 0.76% | 25 |
|
|
2019
Q4 | $2.11M | Buy |
9,676
+315
| +3% | +$68.8K | 1.02% | 20 |
|
|
2019
Q3 | $2.17M | Sell |
9,361
-23,205
| -71% | -$5.38M | 1.18% | 18 |
|
|
2019
Q2 | $6.77M | Sell |
32,566
-45,655
| -58% | -$9.5M | 4.67% | 6 |
|
|
2019
Q1 | $15M | Hold |
78,221
| – | – | 10.39% | 2 |
|
|
2018
Q4 | $13.4M | Buy |
+78,221
| New | +$13.4M | 7.91% | 2 |
|