V Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.64M | Sell |
5,418
-17,866
| -77% | -$5.4M | 1.31% | 17 |
|
2023
Q2 | $7.23M | Sell |
23,284
-2,134
| -8% | -$663K | 1.2% | 17 |
|
2023
Q1 | $7.5M | Buy |
25,418
+716
| +3% | +$211K | 1.41% | 14 |
|
2022
Q4 | $7.8M | Buy |
24,702
+2,128
| +9% | +$672K | 1.61% | 12 |
|
2022
Q3 | $6.23M | Buy |
22,574
+160
| +0.7% | +$44.2K | 1.25% | 12 |
|
2022
Q2 | $6.15M | Buy |
22,414
+817
| +4% | +$224K | 1.16% | 14 |
|
2022
Q1 | $6.47M | Sell |
21,597
-415
| -2% | -$124K | 1.03% | 15 |
|
2021
Q4 | $9.14M | Buy |
22,012
+26
| +0.1% | +$10.8K | 1.34% | 9 |
|
2021
Q3 | $7.22M | Sell |
21,986
-599
| -3% | -$197K | 1.12% | 10 |
|
2021
Q2 | $7.2M | Buy |
22,585
+634
| +3% | +$202K | 1.15% | 11 |
|
2021
Q1 | $6.7M | Sell |
21,951
-181
| -0.8% | -$55.2K | 1.23% | 11 |
|
2020
Q4 | $5.88M | Buy |
22,132
+15,340
| +226% | +$4.07M | 1.22% | 10 |
|
2020
Q3 | $1.89M | Sell |
6,792
-14,057
| -67% | -$3.9M | 1.31% | 15 |
|
2020
Q2 | $5.22M | Buy |
20,849
+477
| +2% | +$119K | 1.36% | 9 |
|
2020
Q1 | $3.8M | Buy |
20,372
+5,447
| +36% | +$1.02M | 1.19% | 17 |
|
2019
Q4 | $3.46M | Hold |
14,925
| – | – | 1.24% | 12 |
|
2019
Q3 | $3.46M | Buy |
14,925
+13
| +0.1% | +$3.02K | 1.24% | 12 |
|
2019
Q2 | $3.11M | Buy |
14,912
+777
| +5% | +$162K | 1.18% | 13 |
|
2019
Q1 | $2.92M | Buy |
14,135
+1,077
| +8% | +$223K | 1.18% | 13 |
|
2018
Q4 | $2.32M | Buy |
13,058
+570
| +5% | +$101K | 1.18% | 16 |
|
2018
Q3 | $2.59M | Buy |
12,488
+151
| +1% | +$31.3K | 1.2% | 12 |
|
2018
Q2 | $2.44M | Buy |
12,337
+498
| +4% | +$98.4K | 1.36% | 13 |
|
2018
Q1 | $2.04M | Buy |
11,839
+199
| +2% | +$34.3K | 1.09% | 24 |
|
2017
Q4 | $2.29M | Buy |
11,640
+2,866
| +33% | +$563K | 1.15% | 23 |
|
2017
Q3 | $1.43M | Buy |
8,774
+7,698
| +715% | +$1.26M | 0.73% | 42 |
|
2017
Q2 | $165K | Sell |
1,076
-1,864
| -63% | -$286K | 0.08% | 196 |
|
2017
Q1 | $432K | Buy |
+2,940
| New | +$432K | 0.27% | 104 |
|