WAOTB
Wealth Advisors of Tampa Bay’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
12,739
-110
| -0.9% | -$40.3K | 1.76% | 19 |
|
|
2025
Q1 | $4.71M | Sell |
12,849
-233
| -2% | -$85.4K | 1.91% | 17 |
|
|
2024
Q4 | $5.09M | Buy |
13,082
+155
| +1% | +$60.3K | 2.18% | 15 |
|
|
2024
Q3 | $5.24M | Buy |
12,927
+435
| +3% | +$176K | 2.19% | 12 |
|
|
2024
Q2 | $4.3M | Buy |
12,492
+20
| +0.2% | +$6.89K | 2.01% | 14 |
|
|
2024
Q1 | $4.78M | Sell |
12,472
-285
| -2% | -$109K | 2.27% | 13 |
|
|
2023
Q4 | $4.42M | Sell |
12,757
-12,333
| -49% | -$4.27M | 2.22% | 15 |
|
|
2023
Q3 | $7.58M | Buy |
25,090
+12,389
| +98% | +$3.74M | 2.09% | 15 |
|
|
2023
Q2 | $3.95M | Sell |
12,701
-131
| -1% | -$40.7K | 2.16% | 16 |
|
|
2023
Q1 | $3.79M | Buy |
12,832
+616
| +5% | +$182K | 2.17% | 15 |
|
|
2022
Q4 | $3.86M | Buy |
12,216
+180
| +1% | +$56.9K | 2.39% | 14 |
|
|
2022
Q3 | $3.32M | Sell |
12,036
-11,718
| -49% | -$3.23M | 2.28% | 13 |
|
|
2022
Q2 | $6.52M | Buy |
23,754
+440
| +2% | +$121K | 2.01% | 18 |
|
|
2022
Q1 | $6.98M | Buy |
23,314
+334
| +1% | +$99.9K | 1.89% | 21 |
|
|
2021
Q4 | $9.54M | Buy |
22,980
+11,488
| +100% | +$4.77M | 2.34% | 7 |
|
|
2021
Q3 | $3.77M | Sell |
11,492
-83
| -0.7% | -$27.2K | 2.08% | 11 |
|
|
2021
Q2 | $3.69M | Buy |
11,575
+505
| +5% | +$161K | 2.05% | 12 |
|
|
2021
Q1 | $3.38M | Sell |
11,070
-4
| -0% | -$1.22K | 2% | 15 |
|
|
2020
Q4 | $2.94M | Buy |
11,074
+591
| +6% | +$157K | 2.05% | 14 |
|
|
2020
Q3 | $2.91M | Buy |
10,483
+15
| +0.1% | +$4.17K | 2.16% | 15 |
|
|
2020
Q2 | $2.62M | Hold |
10,468
| – | – | 2.19% | 18 |
|
|
2020
Q1 | $1.95M | Buy |
10,468
+200
| +2% | +$37.3K | 2.19% | 20 |
|
|
2019
Q4 | $2.24M | Buy |
10,268
+126
| +1% | +$27.5K | 2.07% | 20 |
|
|
2019
Q3 | $2.35M | Sell |
10,142
-440
| -4% | -$102K | 1.95% | 24 |
|
|
2019
Q2 | $2.2M | Sell |
10,582
-25
| -0.2% | -$5.2K | 1.6% | 29 |
|
|
2019
Q1 | $2.04M | Sell |
10,607
-30
| -0.3% | -$5.76K | 1.48% | 31 |
|
|
2018
Q4 | $1.83M | Sell |
10,637
-45
| -0.4% | -$7.73K | 1.49% | 30 |
|
|
2018
Q3 | $2.21M | Buy |
10,682
+5,530
| +107% | +$1.15M | 1.55% | 30 |
|
|
2018
Q2 | $1M | Hold |
5,152
| – | – | 0.76% | 42 |
|
|
2018
Q1 | $918K | Sell |
5,152
-585
| -10% | -$104K | 0.66% | 44 |
|
|
2017
Q4 | $1.1M | Buy |
+5,737
| New | +$1.1M | 0.76% | 44 |
|