Transform Wealth’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $10.9M | Sell |
29,675
-540
| -2% | -$198K | 0.66% | 51 |
|
2024
Q4 | $11.8M | Buy |
30,215
+3,984
| +15% | +$1.55M | 0.65% | 43 |
|
2024
Q3 | $10.6M | Buy |
26,231
+1,444
| +6% | +$585K | 0.7% | 37 |
|
2024
Q2 | $8.53M | Buy |
24,787
+353
| +1% | +$122K | 0.64% | 43 |
|
2024
Q1 | $9.37M | Sell |
24,434
-4,331
| -15% | -$1.66M | 0.89% | 38 |
|
2023
Q4 | $9.97M | Buy |
28,765
+67
| +0.2% | +$23.2K | 0.97% | 27 |
|
2023
Q3 | $8.67M | Sell |
28,698
-10,299
| -26% | -$3.11M | 0.91% | 29 |
|
2023
Q2 | $12.1M | Sell |
38,997
-5,705
| -13% | -$1.77M | 1.09% | 25 |
|
2023
Q1 | $13.2M | Buy |
44,702
+9,959
| +29% | +$2.94M | 1.24% | 23 |
|
2022
Q4 | $11M | Buy |
34,743
+10,629
| +44% | +$3.36M | 1.23% | 22 |
|
2022
Q3 | $6.65M | Sell |
24,114
-779
| -3% | -$215K | 0.87% | 41 |
|
2022
Q2 | $6.83M | Buy |
24,893
+416
| +2% | +$114K | 1.02% | 33 |
|
2022
Q1 | $7.33M | Buy |
24,477
+355
| +1% | +$106K | 0.82% | 41 |
|
2021
Q4 | $10M | Sell |
24,122
-534
| -2% | -$222K | 1.05% | 29 |
|
2021
Q3 | $8.09M | Buy |
24,656
+359
| +1% | +$118K | 0.93% | 40 |
|
2021
Q2 | $7.75M | Buy |
24,297
+7,858
| +48% | +$2.51M | 0.95% | 37 |
|
2021
Q1 | $5.02M | Buy |
16,439
+1,270
| +8% | +$388K | 1.01% | 32 |
|
2020
Q4 | $4.03M | Sell |
15,169
-8,281
| -35% | -$2.2M | 0.84% | 41 |
|
2020
Q3 | $6.51M | Buy |
23,450
+1,098
| +5% | +$305K | 1.05% | 32 |
|
2020
Q2 | $5.6M | Sell |
22,352
-348
| -2% | -$87.2K | 0.96% | 35 |
|
2020
Q1 | $4.24M | Sell |
22,700
-816
| -3% | -$152K | 0.9% | 39 |
|
2019
Q4 | $5.14M | Buy |
23,516
+38
| +0.2% | +$8.3K | 0.81% | 49 |
|
2019
Q3 | $5.45M | Sell |
23,478
-494
| -2% | -$115K | 0.97% | 30 |
|
2019
Q2 | $4.99M | Sell |
23,972
-3,063
| -11% | -$637K | 0.73% | 47 |
|
2019
Q1 | $5.19M | Buy |
27,035
+746
| +3% | +$143K | 0.96% | 37 |
|
2018
Q4 | $4.52M | Sell |
26,289
-2,061
| -7% | -$354K | 0.93% | 40 |
|
2018
Q3 | $5.87M | Buy |
28,350
+262
| +0.9% | +$54.3K | 1.02% | 31 |
|
2018
Q2 | $5.48M | Buy |
28,088
+6,559
| +30% | +$1.28M | 0.99% | 31 |
|
2018
Q1 | $3.84M | Sell |
21,529
-733
| -3% | -$131K | 0.73% | 46 |
|
2017
Q4 | $4.22M | Buy |
22,262
+12,729
| +134% | +$2.41M | 0.78% | 38 |
|
2017
Q3 | $1.56M | Buy |
+9,533
| New | +$1.56M | 0.54% | 54 |
|