Wealthquest’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 | $698K | Buy |
1,903
+70
| +4% | +$25.7K | 0.06% | 65 |
|
|
2025
Q1 | $672K | Sell |
1,833
-47
| -3% | -$17.2K | 0.06% | 64 |
|
|
2024
Q4 | $731K | Sell |
1,880
-39
| -2% | -$15.2K | 0.06% | 61 |
|
|
2024
Q3 | $785K | Sell |
1,919
-24
| -1% | -$9.82K | 0.07% | 60 |
|
|
2024
Q2 | $669K | Sell |
1,943
-7
| -0.4% | -$2.41K | 0.07% | 63 |
|
|
2024
Q1 | $748K | Buy |
1,950
+18
| +0.9% | +$6.91K | 0.08% | 59 |
|
|
2023
Q4 | $670K | Sell |
1,932
-7
| -0.4% | -$2.43K | 0.07% | 68 |
|
|
2023
Q3 | $586K | Buy |
1,939
+16
| +0.8% | +$4.84K | 0.07% | 68 |
|
|
2023
Q2 | $597K | Buy |
1,923
+1
| +0.1% | +$311 | 0.07% | 68 |
|
|
2023
Q1 | $567K | Sell |
1,922
-162
| -8% | -$47.8K | 0.07% | 69 |
|
|
2022
Q4 | $658K | Sell |
2,084
-14
| -0.7% | -$4.42K | 0.08% | 67 |
|
|
2022
Q3 | $579K | Buy |
2,098
+258
| +14% | +$71.2K | 0.08% | 69 |
|
|
2022
Q2 | $504K | Buy |
1,840
+127
| +7% | +$34.8K | 0.08% | 73 |
|
|
2022
Q1 | $710K | Hold |
1,713
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $710K | Sell |
1,713
-209
| -11% | -$86.6K | 0.11% | 66 |
|
|
2021
Q3 | $630K | Sell |
1,922
-72
| -4% | -$23.6K | 0.11% | 65 |
|
|
2021
Q2 | $635K | Buy |
1,994
+67
| +3% | +$21.3K | 0.11% | 68 |
|
|
2021
Q1 | $588K | Buy |
1,927
+14
| +0.7% | +$4.27K | 0.11% | 70 |
|
|
2020
Q4 | $508K | Buy |
1,913
+228
| +14% | +$60.5K | 0.11% | 74 |
|
|
2020
Q3 | $467K | Sell |
1,685
-41
| -2% | -$11.4K | 0.12% | 68 |
|
|
2020
Q2 | $432K | Buy |
+1,726
| New | +$432K | 0.11% | 69 |
|
|
2019
Q4 | $377K | Buy |
1,728
+38
| +2% | +$8.29K | 0.11% | 89 |
|
|
2019
Q3 | $392K | Buy |
1,690
+24
| +1% | +$5.57K | 0.13% | 88 |
|
|
2019
Q2 | $346K | Sell |
1,666
-163
| -9% | -$33.9K | 0.13% | 91 |
|
|
2019
Q1 | $350K | Buy |
1,829
+47
| +3% | +$8.99K | 0.13% | 87 |
|
|
2018
Q4 | $306K | Buy |
+1,782
| New | +$306K | 0.13% | 95 |
|