Total Wealth Planning & 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
Q2
$1.6M Buy
4,370
+163
+4% +$59.8K 1.3% 10
2025
Q1
$1.54M Sell
4,207
-71
-2% -$26K 1.46% 10
2024
Q4
$1.66M Buy
+4,278
New +$1.66M 1.51% 10