Waterford Advisors’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 | $480K | Buy |
2,157
+849
| +65% | +$189K | 0.18% | 37 |
|
|
2025
Q1 | $479K | Sell |
1,308
-12
| -0.9% | -$4.4K | 0.2% | 33 |
|
|
2024
Q4 | $513K | Buy |
1,320
+12
| +0.9% | +$4.67K | 0.26% | 29 |
|
|
2024
Q3 | $530K | Hold |
1,308
| – | – | 0.27% | 29 |
|
|
2024
Q2 | $450K | Hold |
1,308
| – | – | 0.19% | 36 |
|
|
2024
Q1 | $502K | Hold |
1,308
| – | – | 0.21% | 34 |
|
|
2023
Q4 | $453K | Hold |
1,308
| – | – | 0.21% | 32 |
|
|
2023
Q3 | $395K | Hold |
1,308
| – | – | 0.22% | 31 |
|
|
2023
Q2 | $406K | Sell |
1,308
-9
| -0.7% | -$2.79K | 0.2% | 36 |
|
|
2023
Q1 | $389K | Buy |
1,317
+9
| +0.7% | +$2.66K | 0.21% | 34 |
|
|
2022
Q4 | $413K | Buy |
+1,308
| New | +$413K | 0.24% | 34 |
|