WealthPLAN Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
4,605
+525
| +13% | +$191K | 0.29% | 95 |
|
|
2025
Q4 | $1.4M | Buy |
4,080
+582
| +17% | +$213K | 0.21% | 109 |
|
|
2025
Q3 | $1.42M | Sell |
3,498
-330
| -9% | -$130K | 0.21% | 108 |
|
|
2025
Q2 | $1.4M | Sell |
3,828
-127
| -3% | -$46K | 0.23% | 104 |
|
|
2025
Q1 | $1.45M | Sell |
3,955
-33
| -0.8% | -$12.9K | 0.2% | 105 |
|
|
2024
Q4 | $1.55M | Sell |
3,988
-114
| -3% | -$46.6K | 0.22% | 102 |
|
|
2024
Q3 | $1.66M | Buy |
4,102
+679
| +20% | +$248K | 0.22% | 104 |
|
|
2024
Q2 | $1.18M | Sell |
3,423
-119
| -3% | -$40.6K | 0.13% | 136 |
|
|
2024
Q1 | $1.36M | Sell |
3,542
-195
| -5% | -$71.2K | 0.14% | 140 |
|
|
2023
Q4 | $1.3M | Buy |
3,737
+420
| +13% | +$130K | 0.13% | 144 |
|
|
2023
Q3 | $1M | Buy |
3,317
+378
| +13% | +$122K | 0.12% | 146 |
|
|
2023
Q2 | $913K | Sell |
2,939
-446
| -13% | -$132K | 0.13% | 143 |
|
|
2023
Q1 | $999K | Sell |
3,385
-527
| -13% | -$162K | 0.11% | 147 |
|
|
2022
Q4 | $1.25M | Buy |
+3,912
| New | +$1.19M | 0.09% | 163 |
|
|
2022
Q1 | $1.23M | Sell |
4,100
-364
| -8% | -$126K | 0.09% | 153 |
|
|
2021
Q4 | $1.64M | Buy |
4,464
+19
| +0.4% | +$7.23K | 0.11% | 134 |
|
|
2021
Q3 | $1.85M | Buy |
4,445
+85
| +2% | +$27.9K | 0.12% | 125 |
|
|
2021
Q2 | $1.47M | Buy |
4,360
+279
| +7% | +$88.7K | 0.1% | 127 |
|
|
2021
Q1 | $1.36M | Sell |
4,081
-23
| -0.6% | -$6.34K | 0.11% | 125 |
|
|
2020
Q4 | $1.14M | Buy |
4,104
+265
| +7% | +$72.8K | 0.1% | 130 |
|
|
2020
Q3 | $1.06M | Sell |
3,839
-967
| -20% | -$262K | 0.1% | 120 |
|
|
2020
Q2 | $1.35M | Buy |
4,806
+15
| +0.3% | +$3.43K | 0.14% | 101 |
|
|
2020
Q1 | $1.12M | Buy |
4,791
+789
| +20% | +$173K | 0.15% | 99 |
|
|
2019
Q4 | $967K | Buy |
4,002
+480
| +14% | +$109K | 0.11% | 114 |
|
|
2019
Q3 | $827K | Buy |
3,522
+15
| +0.4% | +$3.28K | 0.11% | 120 |
|
|
2019
Q2 | $731K | Sell |
3,507
-1,625
| -32% | -$324K | 0.11% | 127 |
|
|
2019
Q1 | $985K | Sell |
5,132
-102
| -2% | -$18.7K | 0.15% | 105 |
|
|
2018
Q4 | $1.01M | Buy |
5,234
+147
| +3% | +$26.4K | 0.16% | 100 |
|
|
2018
Q3 | $860K | Buy |
5,087
+280
| +6% | +$56.4K | 0.16% | 106 |
|
|
2018
Q2 | $938K | Sell |
4,807
-664
| -12% | -$124K | 0.19% | 102 |
|
|
2018
Q1 | $975K | Buy |
5,471
+2,817
| +106% | +$529K | 0.21% | 97 |
|
|
2017
Q4 | $503K | Buy |
2,654
+412
| +18% | +$71.1K | 0.13% | 127 |
|
|
2017
Q3 | $367K | Buy |
2,242
+270
| +14% | +$41.4K | 0.1% | 131 |
|
|
2017
Q2 | $303K | Buy |
1,972
+1,692
| +604% | +$260K | 0.09% | 137 |
|
|
2017
Q1 | $41.1K | Buy |
+280
| New | +$39.7K | 0.14% | 124 |
|
|
2016
Q3 | $316K | Sell |
2,462
-1,617
| -40% | -$215K | 0.1% | 114 |
|
|
2016
Q2 | $319K | Buy |
+4,079
| New | +$539K | 0.04% | 280 |
|
|
2015
Q4 | $245K | Buy |
+2,841
| New | +$361K | 0.04% | 231 |
|
|
2015
Q2 | $95K | Sell |
859
-1,349
| -61% | -$151K | 0.04% | 130 |
|
|
2015
Q1 | $251K | Buy |
+2,208
| New | +$244K | 0.12% | 101 |
|
Other funds holding HD
VCM
VPM
