WealthPlan Investment Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
+3,133
| New | +$1.15M | 0.08% | 169 |
|
|
2024
Q1 | – | Sell |
-610
| Closed | -$211K | – | 190 |
|
|
2023
Q4 | $211K | Buy |
+610
| New | +$211K | 0.03% | 181 |
|
|
2023
Q3 | – | Sell |
-452
| Closed | -$140K | – | 236 |
|
|
2023
Q2 | $140K | Buy |
452
+42
| +10% | +$13K | 0.04% | 141 |
|
|
2023
Q1 | $121K | Sell |
410
-3,502
| -90% | -$1.03M | 0.02% | 188 |
|
|
2022
Q4 | $1.27M | Buy |
3,912
+205
| +6% | +$66.3K | 0.09% | 162 |
|
|
2022
Q3 | $1.19M | Buy |
+3,707
| New | +$1.19M | 0.09% | 156 |
|
|
2022
Q1 | $1.23M | Buy |
+4,100
| New | +$1.23M | 0.09% | 153 |
|