Waverly Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
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|
2025
Q1 | $28M | Buy |
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|
2024
Q4 | $26.8M | Buy |
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|
2024
Q3 | $22.7M | Sell |
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|
2024
Q2 | $19.6M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $12.9M | Buy |
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|
2023
Q3 | $9.34M | Buy |
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|
2023
Q2 | $6.9M | Buy |
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|
2023
Q1 | $5.36M | Sell |
|
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|
2022
Q4 | $5.78M | Sell |
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|
2022
Q3 | $5.07M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.18M | Sell |
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|
2021
Q4 | $2.58M | Sell |
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|
2021
Q3 | $2.75M | Sell |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $744K | Buy |
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|
2019
Q4 | $952K | Sell |
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|
2019
Q3 | $942K | Buy |
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|
2019
Q2 | $636K | Buy |
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|
2019
Q1 | $563K | Buy |
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|
2018
Q4 | $502K | Sell |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $842K | Buy |
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|
2018
Q1 | $769K | Sell |
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|
2017
Q4 | $1.31M | Buy |
|
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|
2017
Q3 | $1.07M | Buy |
|
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|
2017
Q2 | $827K | Buy |
|
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|
2017
Q1 | $758K | Buy |
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|
2016
Q4 | $513K | Buy |
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|
2016
Q3 | $492K | Buy |
|
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|
2016
Q2 | $431K | Buy |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $283K | Buy |
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|
2015
Q3 | $62K | Hold |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $61K | Hold |
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|
2014
Q4 | $57K | Buy |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $4K | Sell |
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|
2014
Q1 | $17K | Sell |
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|
2013
Q4 | $188K | Buy |
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|
2013
Q3 | $164K | Buy |
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