WA
Waverly Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
77,277
+929
| +1% | +$341K | 0.31% | 69 |
|
|
2025
Q1 | $28M | Buy |
76,348
+7,353
| +11% | +$2.69M | 0.34% | 67 |
|
|
2024
Q4 | $26.8M | Buy |
68,995
+13,038
| +23% | +$5.07M | 0.42% | 46 |
|
|
2024
Q3 | $22.7M | Sell |
55,957
-959
| -2% | -$389K | 0.42% | 47 |
|
|
2024
Q2 | $19.6M | Buy |
56,916
+9,891
| +21% | +$3.4M | 0.38% | 49 |
|
|
2024
Q1 | $18M | Buy |
47,025
+9,915
| +27% | +$3.8M | 0.42% | 46 |
|
|
2023
Q4 | $12.9M | Buy |
37,110
+6,205
| +20% | +$2.15M | 0.48% | 36 |
|
|
2023
Q3 | $9.34M | Buy |
30,905
+8,688
| +39% | +$2.63M | 0.41% | 48 |
|
|
2023
Q2 | $6.9M | Buy |
22,217
+4,050
| +22% | +$1.26M | 0.3% | 61 |
|
|
2023
Q1 | $5.36M | Sell |
18,167
-118
| -0.6% | -$34.8K | 0.28% | 56 |
|
|
2022
Q4 | $5.78M | Sell |
18,285
-82
| -0.4% | -$25.9K | 0.32% | 54 |
|
|
2022
Q3 | $5.07M | Buy |
18,367
+10,997
| +149% | +$3.03M | 0.36% | 41 |
|
|
2022
Q2 | $2.02M | Buy |
7,370
+88
| +1% | +$24.1K | 0.19% | 56 |
|
|
2022
Q1 | $2.18M | Sell |
7,282
-90
| -1% | -$26.9K | 0.18% | 48 |
|
|
2021
Q4 | $2.58M | Sell |
7,372
-98
| -1% | -$34.3K | 0.22% | 41 |
|
|
2021
Q3 | $2.75M | Sell |
7,470
-549
| -7% | -$202K | 0.23% | 41 |
|
|
2021
Q2 | $2.66M | Buy |
8,019
+224
| +3% | +$74.2K | 0.25% | 41 |
|
|
2021
Q1 | $2.46M | Buy |
7,795
+2,897
| +59% | +$915K | 0.24% | 42 |
|
|
2020
Q4 | $1.36M | Buy |
4,898
+150
| +3% | +$41.6K | 0.14% | 55 |
|
|
2020
Q3 | $1.27M | Buy |
4,748
+459
| +11% | +$122K | 0.17% | 52 |
|
|
2020
Q2 | $1.21M | Buy |
4,289
+304
| +8% | +$85.6K | 0.16% | 57 |
|
|
2020
Q1 | $744K | Buy |
3,985
+1
| +0% | +$187 | 0.13% | 63 |
|
|
2019
Q4 | $952K | Sell |
3,984
-77
| -2% | -$18.4K | 0.13% | 62 |
|
|
2019
Q3 | $942K | Buy |
4,061
+1,003
| +33% | +$233K | 0.14% | 59 |
|
|
2019
Q2 | $636K | Buy |
3,058
+124
| +4% | +$25.8K | 0.09% | 69 |
|
|
2019
Q1 | $563K | Buy |
2,934
+15
| +0.5% | +$2.88K | 0.09% | 67 |
|
|
2018
Q4 | $502K | Sell |
2,919
-2,450
| -46% | -$421K | 0.09% | 69 |
|
|
2018
Q3 | $1.11M | Buy |
5,369
+1,053
| +24% | +$218K | 0.16% | 76 |
|
|
2018
Q2 | $842K | Buy |
4,316
+1
| +0% | +$195 | 0.13% | 91 |
|
|
2018
Q1 | $769K | Sell |
4,315
-2,596
| -38% | -$463K | 0.12% | 94 |
|
|
2017
Q4 | $1.31M | Buy |
6,911
+347
| +5% | +$65.7K | 0.19% | 79 |
|
|
2017
Q3 | $1.07M | Buy |
6,564
+1,175
| +22% | +$192K | 0.23% | 78 |
|
|
2017
Q2 | $827K | Buy |
5,389
+228
| +4% | +$35K | 0.21% | 88 |
|
|
2017
Q1 | $758K | Buy |
5,161
+1,335
| +35% | +$196K | 0.2% | 93 |
|
|
2016
Q4 | $513K | Buy |
3,826
+4
| +0.1% | +$536 | 0.19% | 52 |
|
|
2016
Q3 | $492K | Buy |
3,822
+445
| +13% | +$57.3K | 0.21% | 49 |
|
|
2016
Q2 | $431K | Buy |
3,377
+1,792
| +113% | +$229K | 0.2% | 45 |
|
|
2016
Q1 | $211K | Sell |
1,585
-555
| -26% | -$73.9K | 0.13% | 80 |
|
|
2015
Q4 | $283K | Buy |
2,140
+1,600
| +296% | +$212K | 0.12% | 95 |
|
|
2015
Q3 | $62K | Hold |
540
| – | – | 0.04% | 108 |
|
|
2015
Q2 | $60K | Hold |
540
| – | – | 0.04% | 115 |
|
|
2015
Q1 | $61K | Hold |
540
| – | – | 0.03% | 105 |
|
|
2014
Q4 | $57K | Buy |
540
+485
| +882% | +$51.2K | 0.03% | 105 |
|
|
2014
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 624 |
|
|
2014
Q2 | $4K | Sell |
55
-164
| -75% | -$11.9K | ﹤0.01% | 630 |
|
|
2014
Q1 | $17K | Sell |
219
-2,062
| -90% | -$160K | 0.01% | 343 |
|
|
2013
Q4 | $188K | Buy |
2,281
+114
| +5% | +$9.4K | 0.07% | 156 |
|
|
2013
Q3 | $164K | Buy |
+2,167
| New | +$164K | 0.08% | 114 |
|