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