TSWM
Triangle Securities Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
868
-65
| -7% | -$23.8K | 0.08% | 180 |
|
|
2025
Q1 | $342K | Hold |
933
| – | – | 0.09% | 176 |
|
|
2024
Q4 | $363K | Sell |
933
-85
| -8% | -$33.1K | 0.09% | 172 |
|
|
2024
Q3 | $412K | Sell |
1,018
-5
| -0.5% | -$2.03K | 0.11% | 164 |
|
|
2024
Q2 | $352K | Hold |
1,023
| – | – | 0.1% | 173 |
|
|
2024
Q1 | $392K | Sell |
1,023
-10
| -1% | -$3.84K | 0.11% | 163 |
|
|
2023
Q4 | $358K | Hold |
1,033
| – | – | 0.11% | 162 |
|
|
2023
Q3 | $312K | Buy |
1,033
+18
| +2% | +$5.44K | 0.11% | 163 |
|
|
2023
Q2 | $315K | Sell |
1,015
-8
| -0.8% | -$2.49K | 0.11% | 163 |
|
|
2023
Q1 | $302K | Buy |
1,023
+8
| +0.8% | +$2.36K | 0.11% | 162 |
|
|
2022
Q4 | $321K | Sell |
1,015
-42
| -4% | -$13.3K | 0.12% | 162 |
|
|
2022
Q3 | $292K | Sell |
1,057
-187
| -15% | -$51.7K | 0.12% | 156 |
|
|
2022
Q2 | $341K | Buy |
1,244
+187
| +18% | +$51.3K | 0.13% | 147 |
|
|
2022
Q1 | $316K | Sell |
1,057
-220
| -17% | -$65.8K | 0.11% | 158 |
|
|
2021
Q4 | $530K | Sell |
1,277
-53
| -4% | -$22K | 0.17% | 131 |
|
|
2021
Q3 | $437K | Hold |
1,330
| – | – | 0.15% | 139 |
|
|
2021
Q2 | $424K | Buy |
1,330
+3
| +0.2% | +$956 | 0.14% | 142 |
|
|
2021
Q1 | $405K | Hold |
1,327
| – | – | 0.15% | 139 |
|
|
2020
Q4 | $352K | Sell |
1,327
-50
| -4% | -$13.3K | 0.14% | 141 |
|
|
2020
Q3 | $382K | Sell |
1,377
-40
| -3% | -$11.1K | 0.17% | 131 |
|
|
2020
Q2 | $355K | Hold |
1,417
| – | – | 0.17% | 129 |
|
|
2020
Q1 | $265K | Sell |
1,417
-50
| -3% | -$9.35K | 0.15% | 130 |
|
|
2019
Q4 | $320K | Hold |
1,467
| – | – | 0.14% | 130 |
|
|
2019
Q3 | $340K | Sell |
1,467
-162
| -10% | -$37.5K | 0.17% | 126 |
|
|
2019
Q2 | $347K | Sell |
1,629
-63
| -4% | -$13.4K | 0.18% | 119 |
|
|
2019
Q1 | $325K | Sell |
1,692
-325
| -16% | -$62.4K | 0.17% | 120 |
|
|
2018
Q4 | $347K | Buy |
2,017
+300
| +17% | +$51.6K | 0.2% | 107 |
|
|
2018
Q3 | $356K | Hold |
1,717
| – | – | 0.19% | 115 |
|
|
2018
Q2 | $335K | Sell |
1,717
-130
| -7% | -$25.4K | 0.19% | 115 |
|
|
2018
Q1 | $329K | Sell |
1,847
-65
| -3% | -$11.6K | 0.19% | 112 |
|
|
2017
Q4 | $362K | Hold |
1,912
| – | – | 0.21% | 108 |
|
|
2017
Q3 | $313K | Hold |
1,912
| – | – | 0.19% | 111 |
|
|
2017
Q2 | $293K | Sell |
1,912
-175
| -8% | -$26.8K | 0.19% | 110 |
|
|
2017
Q1 | $306K | Buy |
2,087
+300
| +17% | +$44K | 0.2% | 109 |
|
|
2016
Q4 | $240K | Sell |
1,787
-25
| -1% | -$3.36K | 0.16% | 114 |
|
|
2016
Q3 | $233K | Hold |
1,812
| – | – | 0.16% | 113 |
|
|
2016
Q2 | $231K | Sell |
1,812
-110
| -6% | -$14K | 0.17% | 114 |
|
|
2016
Q1 | $256K | Sell |
1,922
-25
| -1% | -$3.33K | 0.17% | 118 |
|
|
2015
Q4 | $257K | Sell |
1,947
-1
| -0.1% | -$132 | 0.17% | 110 |
|
|
2015
Q3 | $225K | Sell |
1,948
-175
| -8% | -$20.2K | 0.17% | 122 |
|
|
2015
Q2 | $236K | Sell |
2,123
-195
| -8% | -$21.7K | 0.17% | 123 |
|
|
2015
Q1 | $263K | Buy |
2,318
+137
| +6% | +$15.5K | 0.18% | 118 |
|
|
2014
Q4 | $229K | Hold |
2,181
| – | – | 0.16% | 120 |
|
|
2014
Q3 | $200K | Buy |
+2,181
| New | +$200K | 0.15% | 119 |
|
|
2013
Q3 | – | Sell |
-2,231
| Closed | -$173K | – | 226 |
|
|
2013
Q2 | $173K | Buy |
+2,231
| New | +$173K | 0.13% | 127 |
|