TrueWealth 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 | $251K | Buy |
685
+25
| +4% | +$9.17K | 0.07% | 195 |
|
|
2025
Q1 | $242K | Sell |
660
-39
| -6% | -$14.3K | 0.08% | 191 |
|
|
2024
Q4 | $272K | Buy |
699
+4
| +0.6% | +$1.56K | 0.09% | 182 |
|
|
2024
Q3 | $282K | Sell |
695
-198
| -22% | -$80.2K | 0.09% | 182 |
|
|
2024
Q2 | $307K | Sell |
893
-9
| -1% | -$3.1K | 0.11% | 152 |
|
|
2024
Q1 | $346K | Sell |
902
-37
| -4% | -$14.2K | 0.13% | 128 |
|
|
2023
Q4 | $325K | Sell |
939
-69
| -7% | -$23.9K | 0.13% | 131 |
|
|
2023
Q3 | $304K | Buy |
1,008
+7
| +0.7% | +$2.11K | 0.13% | 125 |
|
|
2023
Q2 | $311K | Buy |
1,001
+124
| +14% | +$38.5K | 0.13% | 124 |
|
|
2023
Q1 | $259K | Sell |
877
-224
| -20% | -$66.1K | 0.11% | 151 |
|
|
2022
Q4 | $348K | Buy |
1,101
+81
| +8% | +$25.6K | 0.15% | 114 |
|
|
2022
Q3 | $281K | Buy |
1,020
+1
| +0.1% | +$275 | 0.13% | 120 |
|
|
2022
Q2 | $279K | Buy |
1,019
+257
| +34% | +$70.4K | 0.13% | 125 |
|
|
2022
Q1 | $316K | Hold |
762
| – | – | 0.14% | 128 |
|
|
2021
Q4 | $316K | Sell |
762
-4,143
| -84% | -$1.72M | 0.14% | 128 |
|
|
2021
Q3 | $1.61M | Sell |
4,905
-15
| -0.3% | -$4.92K | 0.91% | 27 |
|
|
2021
Q2 | $1.57M | Buy |
4,920
+13
| +0.3% | +$4.15K | 0.92% | 25 |
|
|
2021
Q1 | $1.59M | Buy |
4,907
+382
| +8% | +$124K | 1.03% | 23 |
|
|
2020
Q4 | $1.23M | Buy |
+4,525
| New | +$1.23M | 1.05% | 31 |
|