Waldron Private Wealth’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 | $958K | Sell |
2,613
-150
| -5% | -$55K | 0.04% | 139 |
|
|
2025
Q1 | $1.01M | Sell |
2,763
-6,878
| -71% | -$2.52M | 0.05% | 127 |
|
|
2024
Q4 | $3.75M | Sell |
9,641
-1,479
| -13% | -$575K | 0.15% | 78 |
|
|
2024
Q3 | $4.51M | Buy |
11,120
+644
| +6% | +$261K | 0.19% | 68 |
|
|
2024
Q2 | $3.61M | Buy |
10,476
+391
| +4% | +$135K | 0.16% | 69 |
|
|
2024
Q1 | $3.87M | Sell |
10,085
-10
| -0.1% | -$3.84K | 0.17% | 68 |
|
|
2023
Q4 | $3.5M | Sell |
10,095
-449
| -4% | -$156K | 0.17% | 71 |
|
|
2023
Q3 | $3.19M | Buy |
10,544
+6
| +0.1% | +$1.81K | 0.17% | 79 |
|
|
2023
Q2 | $3.27M | Sell |
10,538
-1,461
| -12% | -$454K | 0.16% | 76 |
|
|
2023
Q1 | $3.54M | Buy |
11,999
+107
| +0.9% | +$31.6K | 0.17% | 74 |
|
|
2022
Q4 | $3.28M | Hold |
11,892
| – | – | 0.2% | 76 |
|
|
2022
Q3 | $3.28M | Sell |
11,892
-51
| -0.4% | -$14.1K | 0.2% | 76 |
|
|
2022
Q2 | $3.28M | Buy |
11,943
+601
| +5% | +$165K | 0.18% | 75 |
|
|
2022
Q1 | $3.4M | Buy |
11,342
+761
| +7% | +$228K | 0.17% | 84 |
|
|
2021
Q4 | $4.39M | Sell |
10,581
-7
| -0.1% | -$2.91K | 0.22% | 70 |
|
|
2021
Q3 | $3.48M | Buy |
10,588
+2,574
| +32% | +$845K | 0.2% | 70 |
|
|
2021
Q2 | $2.56M | Buy |
8,014
+219
| +3% | +$69.8K | 0.16% | 79 |
|
|
2021
Q1 | $2.38M | Buy |
7,795
+290
| +4% | +$88.5K | 0.17% | 77 |
|
|
2020
Q4 | $1.99M | Sell |
7,505
-573
| -7% | -$152K | 0.15% | 82 |
|
|
2020
Q3 | $2.24M | Buy |
8,078
+213
| +3% | +$59.1K | 0.19% | 70 |
|
|
2020
Q2 | $1.97M | Sell |
7,865
-3,161
| -29% | -$792K | 0.17% | 75 |
|
|
2020
Q1 | $2.06M | Buy |
11,026
+4,790
| +77% | +$894K | 0.22% | 71 |
|
|
2019
Q4 | $1.36M | Buy |
6,236
+417
| +7% | +$91K | 0.12% | 94 |
|
|
2019
Q3 | $1.35M | Buy |
5,819
+548
| +10% | +$127K | 0.14% | 90 |
|
|
2019
Q2 | $1.1M | Buy |
5,271
+545
| +12% | +$113K | 0.12% | 85 |
|
|
2019
Q1 | $906K | Buy |
4,726
+616
| +15% | +$118K | 0.1% | 94 |
|
|
2018
Q4 | $706K | Buy |
4,110
+1,802
| +78% | +$310K | 0.1% | 94 |
|
|
2018
Q3 | $478K | Buy |
2,308
+60
| +3% | +$12.4K | 0.09% | 106 |
|
|
2018
Q2 | $438K | Sell |
2,248
-945
| -30% | -$184K | 0.1% | 95 |
|
|
2018
Q1 | $569K | Hold |
3,193
| – | – | 0.13% | 75 |
|
|
2017
Q4 | $605K | Buy |
3,193
+279
| +10% | +$52.9K | 0.14% | 71 |
|
|
2017
Q3 | $476K | Hold |
2,914
| – | – | 0.13% | 77 |
|
|
2017
Q2 | $447K | Sell |
2,914
-1,090
| -27% | -$167K | 0.14% | 64 |
|
|
2017
Q1 | $573K | Buy |
4,004
+2,041
| +104% | +$292K | 0.14% | 89 |
|
|
2016
Q4 | $263K | Sell |
1,963
-100
| -5% | -$13.4K | 0.09% | 105 |
|
|
2016
Q3 | $264K | Sell |
2,063
-514
| -20% | -$65.8K | 0.1% | 110 |
|
|
2016
Q2 | $328K | Buy |
2,577
+595
| +30% | +$75.7K | 0.12% | 87 |
|
|
2016
Q1 | $263K | Sell |
1,982
-1,534
| -44% | -$204K | 0.1% | 114 |
|
|
2015
Q4 | $464K | Buy |
3,516
+1,460
| +71% | +$193K | 0.17% | 69 |
|
|
2015
Q3 | $237K | Buy |
+2,056
| New | +$237K | 0.1% | 111 |
|