WMA
Wealth Management Associates’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Hold |
2,367
| – | – | 0.34% | 61 |
|
|
2025
Q1 | $867K | Sell |
2,367
-21
| -0.9% | -$7.7K | 0.37% | 58 |
|
|
2024
Q4 | $929K | Sell |
2,388
-15
| -0.6% | -$5.83K | 0.4% | 55 |
|
|
2024
Q3 | $973K | Sell |
2,403
-70
| -3% | -$28.4K | 0.43% | 52 |
|
|
2024
Q2 | $851K | Hold |
2,473
| – | – | 0.4% | 56 |
|
|
2024
Q1 | $851K | Sell |
2,473
-157
| -6% | -$54K | 0.4% | 56 |
|
|
2023
Q4 | $912K | Sell |
2,630
-12
| -0.5% | -$4.16K | 0.48% | 51 |
|
|
2023
Q3 | $798K | Buy |
2,642
+118
| +5% | +$35.7K | 0.47% | 52 |
|
|
2023
Q2 | $784K | Sell |
2,524
-48
| -2% | -$14.9K | 0.44% | 53 |
|
|
2023
Q1 | $759K | Hold |
2,572
| – | – | 0.47% | 51 |
|
|
2022
Q4 | $812K | Buy |
2,572
+701
| +37% | +$221K | 0.54% | 46 |
|
|
2022
Q3 | $516K | Sell |
1,871
-67
| -3% | -$18.5K | 0.36% | 72 |
|
|
2022
Q2 | $532K | Buy |
1,938
+119
| +7% | +$32.6K | 0.36% | 66 |
|
|
2022
Q1 | $544K | Buy |
1,819
+100
| +6% | +$29.9K | 0.31% | 83 |
|
|
2021
Q4 | $713K | Buy |
1,719
+92
| +6% | +$38.2K | 0.38% | 67 |
|
|
2021
Q3 | $534K | Hold |
1,627
| – | – | 0.31% | 81 |
|
|
2021
Q2 | $519K | Buy |
1,627
+810
| +99% | +$258K | 0.29% | 87 |
|
|
2021
Q1 | $249K | Sell |
817
-76
| -9% | -$23.2K | 0.16% | 151 |
|
|
2020
Q4 | $237K | Sell |
893
-1,956
| -69% | -$520K | 0.16% | 152 |
|
|
2020
Q3 | $791K | Buy |
2,849
+10
| +0.4% | +$2.78K | 0.61% | 38 |
|
|
2020
Q2 | $711K | Buy |
2,839
+214
| +8% | +$53.6K | 0.6% | 44 |
|
|
2020
Q1 | $490K | Buy |
2,625
+40
| +2% | +$7.47K | 0.5% | 51 |
|
|
2019
Q4 | $565K | Buy |
2,585
+262
| +11% | +$57.2K | 0.4% | 62 |
|
|
2019
Q3 | $539K | Hold |
2,323
| – | – | 0.43% | 56 |
|
|
2019
Q2 | $483K | Buy |
2,323
+328
| +16% | +$68.2K | 0.48% | 47 |
|
|
2019
Q1 | $383K | Buy |
1,995
+187
| +10% | +$35.9K | 0.42% | 59 |
|
|
2018
Q4 | $311K | Buy |
+1,808
| New | +$311K | 0.42% | 56 |
|