Trek Financial’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
$970K Sell
2,644
-84
-3% -$30.8K 0.06% 211
2025
Q1
$1,000K Sell
2,728
-244
-8% -$89.4K 0.07% 182
2024
Q4
$1.16M Buy
2,972
+39
+1% +$15.2K 0.09% 180
2024
Q3
$1.19M Sell
2,933
-124
-4% -$50.2K 0.09% 167
2024
Q2
$1.05M Sell
3,057
-4
-0.1% -$1.38K 0.08% 162
2024
Q1
$1.17M Buy
3,061
+648
+27% +$249K 0.09% 156
2023
Q4
$836K Buy
2,413
+384
+19% +$133K 0.07% 138
2023
Q3
$613K Buy
2,029
+116
+6% +$35.1K 0.06% 162
2023
Q2
$594K Buy
1,913
+46
+2% +$14.3K 0.05% 154
2023
Q1
$551K Buy
1,867
+133
+8% +$39.3K 0.05% 155
2022
Q4
$548K Sell
1,734
-1,191
-41% -$376K 0.05% 142
2022
Q3
$807K Buy
2,925
+665
+29% +$183K 0.08% 106
2022
Q2
$620K Sell
2,260
-2,222
-50% -$610K 0.06% 121
2022
Q1
$1.34M Buy
4,482
+855
+24% +$256K 0.12% 84
2021
Q4
$1.51M Sell
3,627
-350
-9% -$145K 0.14% 55
2021
Q3
$1.31M Sell
3,977
-164
-4% -$53.8K 0.14% 62
2021
Q2
$1.32M Buy
4,141
+4
+0.1% +$1.28K 0.14% 54
2021
Q1
$1.26M Buy
4,137
+2,088
+102% +$637K 0.15% 55
2020
Q4
$544K Buy
2,049
+4
+0.2% +$1.06K 0.07% 88
2020
Q3
$568K Buy
2,045
+111
+6% +$30.8K 0.09% 82
2020
Q2
$484K Hold
1,934
0.08% 83
2020
Q1
$361K Sell
1,934
-16
-0.8% -$2.99K 0.09% 63
2019
Q4
$426K Sell
1,950
-21
-1% -$4.59K 0.07% 72
2019
Q3
$457K Sell
1,971
-365
-16% -$84.6K 0.06% 82
2019
Q2
$486K Sell
2,336
-17
-0.7% -$3.54K 0.08% 82
2019
Q1
$452K Buy
2,353
+92
+4% +$17.7K 0.08% 71
2018
Q4
$388K Buy
+2,261
New +$388K 0.07% 66