Ullmann Wealth Partners Group’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 | $1.19M | Buy |
3,255
+51
| +2% | +$18.7K | 0.14% | 60 |
|
|
2025
Q1 | $1.17M | Sell |
3,204
-52
| -2% | -$19.1K | 0.16% | 56 |
|
|
2024
Q4 | $1.27M | Buy |
3,256
+1,883
| +137% | +$733K | 0.16% | 51 |
|
|
2024
Q3 | $556K | Buy |
1,373
+142
| +12% | +$57.6K | 0.07% | 84 |
|
|
2024
Q2 | $424K | Sell |
1,231
-114
| -8% | -$39.3K | 0.06% | 82 |
|
|
2024
Q1 | $516K | Buy |
1,345
+194
| +17% | +$74.4K | 0.08% | 69 |
|
|
2023
Q4 | $399K | Buy |
1,151
+129
| +13% | +$44.7K | 0.07% | 76 |
|
|
2023
Q3 | $309K | Buy |
1,022
+73
| +8% | +$22.1K | 0.06% | 81 |
|
|
2023
Q2 | $295K | Sell |
949
-5
| -0.5% | -$1.55K | 0.06% | 83 |
|
|
2023
Q1 | $281K | Buy |
954
+13
| +1% | +$3.84K | 0.06% | 75 |
|
|
2022
Q4 | $297K | Buy |
941
+60
| +7% | +$19K | 0.07% | 68 |
|
|
2022
Q3 | $243K | Buy |
881
+89
| +11% | +$24.5K | 0.07% | 75 |
|
|
2022
Q2 | $217K | Hold |
792
| – | – | 0.06% | 76 |
|
|
2022
Q1 | $237K | Buy |
792
+30
| +4% | +$8.98K | 0.06% | 76 |
|
|
2021
Q4 | $316K | Buy |
762
+19
| +3% | +$7.88K | 0.08% | 70 |
|
|
2021
Q3 | $244K | Buy |
743
+62
| +9% | +$20.4K | 0.1% | 70 |
|
|
2021
Q2 | $217K | Hold |
681
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $208K | Buy |
+681
| New | +$208K | 0.09% | 80 |
|
|
2017
Q3 | – | Sell |
-783
| Closed | -$120K | – | 79 |
|
|
2017
Q2 | $120K | Buy |
783
+225
| +40% | +$34.5K | 0.09% | 68 |
|
|
2017
Q1 | $81K | Buy |
+558
| New | +$81K | 0.07% | 71 |
|