Valley Wealth Managers’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 | $3.96M | Buy |
10,814
+353
| +3% | +$129K | 0.29% | 85 |
|
|
2025
Q1 | $3.83M | Sell |
10,461
-194
| -2% | -$71.1K | 0.29% | 80 |
|
|
2024
Q4 | $4.14M | Sell |
10,655
-1,285
| -11% | -$500K | 0.31% | 67 |
|
|
2024
Q3 | $4.84M | Sell |
11,940
-496
| -4% | -$201K | 0.36% | 57 |
|
|
2024
Q2 | $4.28M | Sell |
12,436
-837
| -6% | -$288K | 0.34% | 62 |
|
|
2024
Q1 | $5.09M | Sell |
13,273
-1,103
| -8% | -$423K | 0.38% | 59 |
|
|
2023
Q4 | $4.98M | Sell |
14,376
-630
| -4% | -$218K | 0.39% | 61 |
|
|
2023
Q3 | $4.53M | Sell |
15,006
-429
| -3% | -$130K | 0.38% | 65 |
|
|
2023
Q2 | $4.79M | Sell |
15,435
-789
| -5% | -$245K | 0.43% | 51 |
|
|
2023
Q1 | $4.79M | Buy |
16,224
+1,456
| +10% | +$430K | 0.44% | 55 |
|
|
2022
Q4 | $4.66M | Sell |
14,768
-107
| -0.7% | -$33.8K | 0.43% | 60 |
|
|
2022
Q3 | $4.11M | Sell |
14,875
-687
| -4% | -$190K | 0.41% | 59 |
|
|
2022
Q2 | $4.27M | Buy |
15,562
+300
| +2% | +$82.3K | 0.4% | 63 |
|
|
2022
Q1 | $4.57M | Buy |
15,262
+249
| +2% | +$74.5K | 0.38% | 61 |
|
|
2021
Q4 | $6.23M | Sell |
15,013
-698
| -4% | -$290K | 0.5% | 50 |
|
|
2021
Q3 | $5.16M | Sell |
15,711
-48
| -0.3% | -$15.8K | 0.45% | 51 |
|
|
2021
Q2 | $5.03M | Buy |
15,759
+553
| +4% | +$176K | 0.43% | 50 |
|
|
2021
Q1 | $4.64M | Buy |
15,206
+723
| +5% | +$221K | 0.42% | 50 |
|
|
2020
Q4 | $3.85M | Sell |
14,483
-150
| -1% | -$39.8K | 0.38% | 55 |
|
|
2020
Q3 | $4.06M | Sell |
14,633
-1,882
| -11% | -$523K | 0.45% | 51 |
|
|
2020
Q2 | $4.14M | Sell |
16,515
-1,640
| -9% | -$411K | 0.46% | 50 |
|
|
2020
Q1 | $3.39M | Sell |
18,155
-233
| -1% | -$43.5K | 0.44% | 51 |
|
|
2019
Q4 | $4.02M | Buy |
18,388
+1,976
| +12% | +$432K | 0.4% | 49 |
|
|
2019
Q3 | $3.81M | Sell |
16,412
-2,130
| -11% | -$494K | 0.4% | 48 |
|
|
2019
Q2 | $3.86M | Buy |
18,542
+2,260
| +14% | +$470K | 0.41% | 49 |
|
|
2019
Q1 | $3.12M | Buy |
16,282
+405
| +3% | +$77.7K | 0.34% | 52 |
|
|
2018
Q4 | $2.73M | Buy |
15,877
+772
| +5% | +$133K | 0.36% | 51 |
|
|
2018
Q3 | $3.13M | Buy |
15,105
+1,250
| +9% | +$259K | 0.37% | 46 |
|
|
2018
Q2 | $2.7M | Sell |
13,855
-1,110
| -7% | -$217K | 0.33% | 46 |
|
|
2018
Q1 | $2.67M | Buy |
14,965
+30
| +0.2% | +$5.35K | 0.32% | 47 |
|
|
2017
Q4 | $2.83M | Sell |
14,935
-590
| -4% | -$112K | 0.34% | 48 |
|
|
2017
Q3 | $2.54M | Sell |
15,525
-475
| -3% | -$77.7K | 0.32% | 48 |
|
|
2017
Q2 | $2.45M | Sell |
16,000
-2,063
| -11% | -$316K | 0.33% | 50 |
|
|
2017
Q1 | $2.65M | Buy |
18,063
+11,901
| +193% | +$1.75M | 0.35% | 52 |
|
|
2016
Q4 | $827K | Sell |
6,162
-18
| -0.3% | -$2.42K | 0.12% | 91 |
|
|
2016
Q3 | $795K | Buy |
6,180
+600
| +11% | +$77.2K | 0.12% | 91 |
|
|
2016
Q2 | $713K | Buy |
5,580
+3,600
| +182% | +$460K | 0.11% | 91 |
|
|
2016
Q1 | $264K | Buy |
+1,980
| New | +$264K | 0.04% | 100 |
|