TCPWM
Traverso Chambers Private Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.08M | Buy |
3,120
+3
| +0.1% | +$1.04K | 0.26% | 51 |
|
|
2023
Q3 | $942K | Buy |
3,117
+24
| +0.8% | +$7.25K | 0.25% | 52 |
|
|
2023
Q2 | $961K | Buy |
3,093
+15
| +0.5% | +$4.66K | 0.25% | 52 |
|
|
2023
Q1 | $908K | Buy |
3,078
+168
| +6% | +$49.6K | 0.25% | 51 |
|
|
2022
Q4 | $919K | Sell |
2,910
-7
| -0.2% | -$2.21K | 0.26% | 51 |
|
|
2022
Q3 | $805K | Hold |
2,917
| – | – | 0.25% | 53 |
|
|
2022
Q2 | $800K | Hold |
2,917
| – | – | 0.27% | 50 |
|
|
2022
Q1 | $873K | Buy |
2,917
+7
| +0.2% | +$2.1K | 0.26% | 51 |
|
|
2021
Q4 | $1.21M | Hold |
2,910
| – | – | 0.36% | 40 |
|
|
2021
Q3 | $955K | Sell |
2,910
-6
| -0.2% | -$1.97K | 0.3% | 45 |
|
|
2021
Q2 | $930K | Hold |
2,916
| – | – | 0.29% | 45 |
|
|
2021
Q1 | $890K | Hold |
2,916
| – | – | 0.3% | 44 |
|
|
2020
Q4 | $775K | Sell |
2,916
-57
| -2% | -$15.1K | 0.28% | 46 |
|
|
2020
Q3 | $826K | Hold |
2,973
| – | – | 0.32% | 39 |
|
|
2020
Q2 | $745K | Buy |
2,973
+6
| +0.2% | +$1.5K | 0.31% | 42 |
|
|
2020
Q1 | $554K | Hold |
2,967
| – | – | 0.26% | 49 |
|
|
2019
Q4 | $648K | Hold |
2,967
| – | – | 0.28% | 48 |
|
|
2019
Q3 | $688K | Hold |
2,967
| – | – | 0.33% | 42 |
|
|
2019
Q2 | $623K | Buy |
2,967
+57
| +2% | +$12K | 0.3% | 46 |
|
|
2019
Q1 | $558K | Hold |
2,910
| – | – | 0.27% | 48 |
|
|
2018
Q4 | $500K | Buy |
+2,910
| New | +$500K | 0.27% | 48 |
|