UP Strategic Wealth Investment 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 | $1.1M | Buy |
2,995
+651
| +28% | +$239K | 0.86% | 21 |
|
|
2025
Q1 | $859K | Sell |
2,344
-425
| -15% | -$156K | 0.76% | 24 |
|
|
2024
Q4 | $1.08M | Buy |
2,769
+317
| +13% | +$123K | 1.08% | 19 |
|
|
2024
Q3 | $994K | Buy |
2,452
+208
| +9% | +$84.3K | 1.11% | 17 |
|
|
2024
Q2 | $772K | Buy |
2,244
+87
| +4% | +$29.9K | 1.17% | 19 |
|
|
2024
Q1 | $827K | Hold |
2,157
| – | – | 1.35% | 18 |
|
|
2023
Q4 | $748K | Buy |
+2,157
| New | +$748K | 1.36% | 19 |
|