Vertex Planning Partners’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 | $329K | Sell |
896
-37
| -4% | -$13.6K | 0.07% | 140 |
|
|
2025
Q1 | $342K | Buy |
933
+2
| +0.2% | +$733 | 0.07% | 133 |
|
|
2024
Q4 | $362K | Buy |
931
+70
| +8% | +$27.2K | 0.08% | 132 |
|
|
2024
Q3 | $349K | Sell |
861
-12
| -1% | -$4.86K | 0.08% | 114 |
|
|
2024
Q2 | $301K | Buy |
873
+21
| +2% | +$7.23K | 0.08% | 123 |
|
|
2024
Q1 | $327K | Sell |
852
-27
| -3% | -$10.4K | 0.09% | 117 |
|
|
2023
Q4 | $305K | Buy |
879
+45
| +5% | +$15.6K | 0.09% | 117 |
|
|
2023
Q3 | $252K | Sell |
834
-158
| -16% | -$47.7K | 0.09% | 115 |
|
|
2023
Q2 | $308K | Buy |
992
+219
| +28% | +$68K | 0.11% | 105 |
|
|
2023
Q1 | $228K | Sell |
773
-695
| -47% | -$205K | 0.09% | 111 |
|
|
2022
Q4 | $464K | Buy |
+1,468
| New | +$464K | 0.18% | 71 |
|