WDG
Wealth Dimensions Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,151
+1
| +0% | +$367 | 0.25% | 51 |
|
|
2025
Q1 | $1.15M | Buy |
3,150
+287
| +10% | +$105K | 0.28% | 50 |
|
|
2024
Q4 | $1.11M | Buy |
2,863
+529
| +23% | +$206K | 0.27% | 50 |
|
|
2024
Q3 | $946K | Sell |
2,334
-31
| -1% | -$12.6K | 0.24% | 49 |
|
|
2024
Q2 | $814K | Sell |
2,365
-113
| -5% | -$38.9K | 0.23% | 52 |
|
|
2024
Q1 | $951K | Buy |
2,478
+37
| +2% | +$14.2K | 0.28% | 46 |
|
|
2023
Q4 | $846K | Buy |
2,441
+5
| +0.2% | +$1.73K | 0.27% | 46 |
|
|
2023
Q3 | $736K | Buy |
2,436
+78
| +3% | +$23.6K | 0.27% | 50 |
|
|
2023
Q2 | $732K | Buy |
2,358
+43
| +2% | +$13.4K | 0.27% | 50 |
|
|
2023
Q1 | $683K | Sell |
2,315
-811
| -26% | -$239K | 0.26% | 52 |
|
|
2022
Q4 | $987K | Sell |
3,126
-88
| -3% | -$27.8K | 0.4% | 41 |
|
|
2022
Q3 | $887K | Sell |
3,214
-121
| -4% | -$33.4K | 0.44% | 35 |
|
|
2022
Q2 | $915K | Sell |
3,335
-29
| -0.9% | -$7.96K | 0.43% | 37 |
|
|
2022
Q1 | $1.01M | Buy |
3,364
+63
| +2% | +$18.9K | 0.47% | 35 |
|
|
2021
Q4 | $1.37M | Buy |
3,301
+59
| +2% | +$24.5K | 0.67% | 25 |
|
|
2021
Q3 | $1.06M | Buy |
3,242
+517
| +19% | +$170K | 0.68% | 27 |
|
|
2021
Q2 | $869K | Sell |
2,725
-250
| -8% | -$79.7K | 0.59% | 32 |
|
|
2021
Q1 | $908K | Buy |
2,975
+25
| +0.8% | +$7.63K | 0.71% | 29 |
|
|
2020
Q4 | $784K | Buy |
+2,950
| New | +$784K | 0.68% | 25 |
|