WWA
WCG Wealth Advisors’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.05M | Sell |
11,050
-151
| -1% | -$55.4K | 0.26% | 99 |
|
2025
Q1 | $4.11M | Sell |
11,201
-599
| -5% | -$220K | 0.31% | 90 |
|
2024
Q4 | $4.59M | Buy |
11,800
+262
| +2% | +$102K | 0.3% | 94 |
|
2024
Q3 | $4.68M | Buy |
11,538
+330
| +3% | +$134K | 0.32% | 92 |
|
2024
Q2 | $3.86M | Buy |
+11,208
| New | +$3.86M | 0.29% | 86 |
|
2024
Q1 | – | Sell |
-20,509
| Closed | -$7.11M | – | 284 |
|
2023
Q4 | $7.11M | Buy |
20,509
+769
| +4% | +$266K | 0.52% | 53 |
|
2023
Q3 | $5.97M | Buy |
+19,740
| New | +$5.97M | 0.44% | 62 |
|
2022
Q4 | – | Sell |
-1,525
| Closed | -$492K | – | 206 |
|
2022
Q3 | $492K | Sell |
1,525
-187
| -11% | -$60.3K | 0.07% | 186 |
|
2022
Q2 | $470K | Buy |
+1,712
| New | +$470K | 0.07% | 175 |
|