WKWM
Walter & Keenan Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
9,701
-906
| -9% | -$332K | 1.03% | 28 |
|
|
2025
Q1 | $3.89M | Buy |
10,607
+216
| +2% | +$79.2K | 1.17% | 24 |
|
|
2024
Q4 | $4.04M | Sell |
10,391
-74
| -0.7% | -$28.8K | 1.22% | 23 |
|
|
2024
Q3 | $4.24M | Buy |
10,465
+147
| +1% | +$59.6K | 1.29% | 19 |
|
|
2024
Q2 | $3.55M | Sell |
10,318
-114
| -1% | -$39.2K | 1.13% | 22 |
|
|
2024
Q1 | $4M | Sell |
10,432
-430
| -4% | -$165K | 1.31% | 21 |
|
|
2023
Q4 | $3.76M | Buy |
10,862
+8
| +0.1% | +$2.77K | 1.35% | 23 |
|
|
2023
Q3 | $3.28M | Sell |
10,854
-114
| -1% | -$34.4K | 1.28% | 22 |
|
|
2023
Q2 | $3.41M | Buy |
10,968
+70
| +0.6% | +$21.7K | 1.25% | 23 |
|
|
2023
Q1 | $3.22M | Buy |
10,898
+107
| +1% | +$31.6K | 1.22% | 27 |
|
|
2022
Q4 | $3.41M | Sell |
10,791
-79
| -0.7% | -$25K | 1.34% | 24 |
|
|
2022
Q3 | $3M | Buy |
10,870
+89
| +0.8% | +$24.6K | 1.27% | 25 |
|
|
2022
Q2 | $2.96M | Sell |
10,781
-160
| -1% | -$43.9K | 1.17% | 29 |
|
|
2022
Q1 | $3.28M | Buy |
10,941
+155
| +1% | +$46.4K | 1.11% | 27 |
|
|
2021
Q4 | $4.48M | Sell |
10,786
-15
| -0.1% | -$6.23K | 1.45% | 20 |
|
|
2021
Q3 | $3.55M | Sell |
10,801
-305
| -3% | -$100K | 1.2% | 26 |
|
|
2021
Q2 | $3.54M | Sell |
11,106
-1,318
| -11% | -$420K | 1.22% | 24 |
|
|
2021
Q1 | $3.79M | Buy |
12,424
+1,005
| +9% | +$307K | 1.34% | 23 |
|
|
2020
Q4 | $3.03M | Sell |
11,419
-981
| -8% | -$261K | 1.1% | 28 |
|
|
2020
Q3 | $3.44M | Sell |
12,400
-374
| -3% | -$104K | 1.37% | 24 |
|
|
2020
Q2 | $3.2M | Sell |
12,774
-9,929
| -44% | -$2.49M | 1.3% | 25 |
|
|
2020
Q1 | $4.06M | Buy |
22,703
+10,063
| +80% | +$1.8M | 1.61% | 16 |
|
|
2019
Q4 | $2.76M | Buy |
12,640
+60
| +0.5% | +$13.1K | 1.06% | 32 |
|
|
2019
Q3 | $2.92M | Sell |
12,580
-624
| -5% | -$145K | 1.11% | 31 |
|
|
2019
Q2 | $2.75M | Buy |
13,204
+100
| +0.8% | +$20.8K | 1.21% | 28 |
|
|
2019
Q1 | $2.52M | Buy |
13,104
+456
| +4% | +$87.5K | 1.11% | 30 |
|
|
2018
Q4 | $2.17M | Buy |
12,648
+100
| +0.8% | +$17.2K | 0.98% | 34 |
|
|
2018
Q3 | $2.6K | Sell |
12,548
-600
| -5% | -$124 | 0.78% | 30 |
|
|
2018
Q2 | $2.57M | Buy |
13,148
+100
| +0.8% | +$19.5K | 1.1% | 29 |
|
|
2018
Q1 | $2.33M | Buy |
13,048
+700
| +6% | +$125K | 1.01% | 29 |
|
|
2017
Q4 | $2.34M | Buy |
12,348
+225
| +2% | +$42.6K | 0.98% | 30 |
|
|
2017
Q3 | $1.98M | Buy |
12,123
+1,700
| +16% | +$278K | 0.92% | 33 |
|
|
2017
Q2 | $1.6M | Hold |
10,423
| – | – | 0.8% | 44 |
|
|
2017
Q1 | $1.53M | Sell |
10,423
-1,376
| -12% | -$202K | 0.79% | 45 |
|
|
2016
Q4 | $1.58M | Hold |
11,799
| – | – | 0.84% | 43 |
|
|
2016
Q3 | $1.52M | Hold |
11,799
| – | – | 0.84% | 42 |
|
|
2016
Q2 | $1.51M | Hold |
11,799
| – | – | 0.84% | 40 |
|
|
2016
Q1 | $1.57M | Buy |
11,799
+4,000
| +51% | +$534K | 0.9% | 38 |
|
|
2015
Q4 | $1.03M | Hold |
7,799
| – | – | 0.6% | 47 |
|
|
2015
Q3 | $901K | Hold |
7,799
| – | – | 0.56% | 51 |
|
|
2015
Q2 | $867K | Hold |
7,799
| – | – | 0.5% | 52 |
|
|
2015
Q1 | $886K | Hold |
7,799
| – | – | 0.5% | 57 |
|
|
2014
Q4 | $819K | Hold |
7,799
| – | – | 0.47% | 59 |
|
|
2014
Q3 | $715K | Hold |
7,799
| – | – | 0.42% | 64 |
|
|
2014
Q2 | $631K | Hold |
7,799
| – | – | 0.33% | 75 |
|
|
2014
Q1 | $617K | Buy |
+7,799
| New | +$617K | 0.34% | 72 |
|