Walled Lake Planning & Wealth Management’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 | $432K | Buy |
1,177
+6
| +0.5% | +$2.2K | 0.14% | 84 |
|
|
2025
Q1 | $429K | Sell |
1,171
-146
| -11% | -$53.5K | 0.15% | 78 |
|
|
2024
Q4 | $512K | Buy |
1,317
+3
| +0.2% | +$1.17K | 0.19% | 68 |
|
|
2024
Q3 | $532K | Buy |
1,314
+170
| +15% | +$68.9K | 0.2% | 61 |
|
|
2024
Q2 | $394K | Buy |
1,144
+2
| +0.2% | +$689 | 0.16% | 73 |
|
|
2024
Q1 | $438K | Sell |
1,142
-45
| -4% | -$17.3K | 0.18% | 64 |
|
|
2023
Q4 | $411K | Sell |
1,187
-44
| -4% | -$15.3K | 0.19% | 53 |
|
|
2023
Q3 | $372K | Buy |
1,231
+3
| +0.2% | +$907 | 0.19% | 55 |
|
|
2023
Q2 | $382K | Buy |
+1,228
| New | +$382K | 0.19% | 50 |
|
|
2022
Q2 | – | Sell |
-667
| Closed | -$200K | – | 84 |
|
|
2022
Q1 | $200K | Buy |
667
+147
| +28% | +$44.1K | 0.12% | 83 |
|
|
2021
Q4 | $216K | Buy |
520
+1
| +0.2% | +$415 | 0.13% | 90 |
|
|
2021
Q3 | $170K | Buy |
519
+2
| +0.4% | +$655 | 0.1% | 85 |
|
|
2021
Q2 | $165K | Buy |
517
+2
| +0.4% | +$638 | 0.11% | 84 |
|
|
2021
Q1 | $157K | Buy |
515
+2
| +0.4% | +$610 | 0.11% | 81 |
|
|
2020
Q4 | $136K | Buy |
513
+2
| +0.4% | +$530 | 0.1% | 84 |
|
|
2020
Q3 | $142K | Buy |
511
+2
| +0.4% | +$556 | 0.12% | 81 |
|
|
2020
Q2 | $127K | Buy |
509
+1
| +0.2% | +$250 | 0.11% | 82 |
|
|
2020
Q1 | $95K | Buy |
508
+20
| +4% | +$3.74K | 0.09% | 86 |
|
|
2019
Q4 | $107K | Buy |
+488
| New | +$107K | 0.08% | 88 |
|