United Capital 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 | $57.2M | Sell |
156,087
-3,702
| -2% | -$1.36M | 0.46% | 43 |
|
|
2025
Q1 | $58.6M | Sell |
159,789
-29,278
| -15% | -$10.7M | 0.5% | 38 |
|
|
2024
Q4 | $73.5M | Sell |
189,067
-24,079
| -11% | -$9.37M | 0.62% | 36 |
|
|
2024
Q3 | $86.4M | Sell |
213,146
-5,479
| -3% | -$2.22M | 0.71% | 33 |
|
|
2024
Q2 | $75.3M | Sell |
218,625
-18,131
| -8% | -$6.24M | 0.65% | 35 |
|
|
2024
Q1 | $90.8M | Sell |
236,756
-15,647
| -6% | -$6M | 0.75% | 27 |
|
|
2023
Q4 | $87.5M | Sell |
252,403
-148,754
| -37% | -$51.6M | 0.73% | 26 |
|
|
2023
Q3 | $121M | Sell |
401,157
-41,321
| -9% | -$12.5M | 0.79% | 22 |
|
|
2023
Q2 | $137M | Buy |
442,478
+3,834
| +0.9% | +$1.19M | 0.75% | 25 |
|
|
2023
Q1 | $129M | Sell |
438,644
-8,999
| -2% | -$2.66M | 0.72% | 23 |
|
|
2022
Q4 | $141M | Sell |
447,643
-11,690
| -3% | -$3.69M | 0.79% | 23 |
|
|
2022
Q3 | $127M | Sell |
459,333
-23,367
| -5% | -$6.45M | 0.75% | 24 |
|
|
2022
Q2 | $132M | Buy |
482,700
+20,325
| +4% | +$5.57M | 0.73% | 23 |
|
|
2022
Q1 | $138M | Sell |
462,375
-11,171
| -2% | -$3.34M | 0.67% | 26 |
|
|
2021
Q4 | $197M | Sell |
473,546
-15,742
| -3% | -$6.53M | 0.91% | 17 |
|
|
2021
Q3 | $161M | Sell |
489,288
-5,096
| -1% | -$1.67M | 0.8% | 21 |
|
|
2021
Q2 | $158M | Buy |
494,384
+177,320
| +56% | +$56.5M | 0.79% | 20 |
|
|
2021
Q1 | $96.8M | Buy |
317,064
+38,959
| +14% | +$11.9M | 0.54% | 36 |
|
|
2020
Q4 | $73.9M | Buy |
278,105
+7,615
| +3% | +$2.02M | 0.45% | 46 |
|
|
2020
Q3 | $75.1M | Buy |
270,490
+1,164
| +0.4% | +$323K | 0.49% | 37 |
|
|
2020
Q2 | $67.5M | Sell |
269,326
-6,296
| -2% | -$1.58M | 0.49% | 43 |
|
|
2020
Q1 | $51.5M | Sell |
275,622
-21,383
| -7% | -$3.99M | 0.43% | 52 |
|
|
2019
Q4 | $64.9M | Sell |
297,005
-172,766
| -37% | -$37.7M | 0.42% | 44 |
|
|
2019
Q3 | $109M | Buy |
469,771
+64,137
| +16% | +$14.9M | 0.76% | 17 |
|
|
2019
Q2 | $84.4M | Sell |
405,634
-63,877
| -14% | -$13.3M | 0.55% | 31 |
|
|
2019
Q1 | $90.1M | Buy |
469,511
+19,109
| +4% | +$3.67M | 0.63% | 23 |
|
|
2018
Q4 | $77.4M | Buy |
450,402
+22,814
| +5% | +$3.92M | 0.61% | 24 |
|
|
2018
Q3 | $88.6M | Buy |
427,588
+36,374
| +9% | +$7.53M | 0.62% | 22 |
|
|
2018
Q2 | $76.3M | Buy |
391,214
+97,886
| +33% | +$19.1M | 0.57% | 25 |
|
|
2018
Q1 | $52.3M | Buy |
293,328
+54,378
| +23% | +$9.69M | 0.4% | 51 |
|
|
2017
Q4 | $45.3M | Buy |
238,950
+15,749
| +7% | +$2.99M | 0.36% | 56 |
|
|
2017
Q3 | $36.5M | Buy |
223,201
+13,362
| +6% | +$2.19M | 0.31% | 67 |
|
|
2017
Q2 | $32.2M | Buy |
209,839
+43,300
| +26% | +$6.64M | 0.29% | 78 |
|
|
2017
Q1 | $24.5M | Sell |
166,539
-1,436
| -0.9% | -$211K | 0.23% | 98 |
|
|
2016
Q4 | $22.5M | Sell |
167,975
-7,971
| -5% | -$1.07M | 0.22% | 99 |
|
|
2016
Q3 | $22.6M | Buy |
175,946
+7,554
| +4% | +$972K | 0.22% | 100 |
|
|
2016
Q2 | $21.6M | Buy |
168,392
+2,779
| +2% | +$356K | 0.22% | 94 |
|
|
2016
Q1 | $22.1M | Buy |
165,613
+4,521
| +3% | +$603K | 0.24% | 83 |
|
|
2015
Q4 | $21.3M | Sell |
161,092
-7,174
| -4% | -$949K | 0.25% | 83 |
|
|
2015
Q3 | $19.4M | Buy |
168,266
+3,844
| +2% | +$444K | 0.23% | 82 |
|
|
2015
Q2 | $18.3M | Buy |
164,422
+1,838
| +1% | +$204K | 0.21% | 108 |
|
|
2015
Q1 | $17.4M | Buy |
162,584
+22,675
| +16% | +$2.43M | 0.21% | 118 |
|
|
2014
Q4 | $14.7M | Buy |
139,909
+33,563
| +32% | +$3.52M | 0.22% | 109 |
|
|
2014
Q3 | $9.76M | Sell |
106,346
-4,135
| -4% | -$379K | 0.17% | 153 |
|
|
2014
Q2 | $8.95M | Sell |
110,481
-46,646
| -30% | -$3.78M | 0.17% | 163 |
|
|
2014
Q1 | $12.4M | Buy |
157,127
+113,012
| +256% | +$8.94M | 0.26% | 89 |
|
|
2013
Q4 | $3.63M | Sell |
44,115
-86,192
| -66% | -$7.1M | 0.12% | 172 |
|
|
2013
Q3 | $9.88M | Buy |
130,307
+51,832
| +66% | +$3.93M | 0.32% | 71 |
|
|
2013
Q2 | $6.08M | Buy |
+78,475
| New | +$6.08M | 0.16% | 162 |
|