Trinity Financial Advisors’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 | $947K | Hold |
2,582
| – | – | 0.29% | 42 |
|
|
2025
Q1 | $919K | Buy |
2,582
+46
| +2% | +$16.4K | 0.33% | 36 |
|
|
2024
Q4 | $985K | Hold |
2,536
| – | – | 0.37% | 31 |
|
|
2024
Q3 | $847K | Buy |
2,536
+2
| +0.1% | +$668 | 0.38% | 31 |
|
|
2024
Q2 | $872K | Buy |
2,534
+168
| +7% | +$57.8K | 0.39% | 30 |
|
|
2024
Q1 | $908K | Hold |
2,366
| – | – | 0.41% | 27 |
|
|
2023
Q4 | $820K | Sell |
2,366
-24
| -1% | -$8.32K | 0.4% | 27 |
|
|
2023
Q3 | $722K | Buy |
2,390
+1
| +0% | +$302 | 0.38% | 25 |
|
|
2023
Q2 | $742K | Sell |
2,389
-1
| -0% | -$311 | 0.4% | 23 |
|
|
2023
Q1 | $705K | Hold |
2,390
| – | – | 0.43% | 23 |
|
|
2022
Q4 | $755K | Buy |
2,390
+1
| +0% | +$316 | 0.5% | 23 |
|
|
2022
Q3 | $659K | Buy |
+2,389
| New | +$659K | 0.48% | 28 |
|
|
2022
Q2 | – | Sell |
-2,385
| Closed | -$714K | – | 37 |
|
|
2022
Q1 | $714K | Sell |
2,385
-17
| -0.7% | -$5.09K | 0.45% | 22 |
|
|
2021
Q4 | $997K | Hold |
2,402
| – | – | 0.59% | 17 |
|
|
2021
Q3 | $788K | Sell |
2,402
-9
| -0.4% | -$2.95K | 0.53% | 18 |
|
|
2021
Q2 | $769K | Sell |
2,411
-198
| -8% | -$63.2K | 0.54% | 17 |
|
|
2021
Q1 | $796K | Sell |
2,609
-78
| -3% | -$23.8K | 0.62% | 16 |
|
|
2020
Q4 | $714K | Buy |
+2,687
| New | +$714K | 0.65% | 19 |
|