WealthShield Partners’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 | $5.31M | Buy |
14,481
+590
| +4% | +$216K | 0.64% | 45 |
|
|
2025
Q1 | $5.09M | Buy |
13,891
+908
| +7% | +$333K | 0.65% | 42 |
|
|
2024
Q4 | $5.05M | Sell |
12,983
-207
| -2% | -$80.5K | 0.72% | 37 |
|
|
2024
Q3 | $5.34M | Sell |
13,190
-1,495
| -10% | -$606K | 0.72% | 34 |
|
|
2024
Q2 | $5.06M | Sell |
14,685
-1,307
| -8% | -$450K | 0.77% | 30 |
|
|
2024
Q1 | $6.13M | Buy |
15,992
+750
| +5% | +$288K | 0.99% | 24 |
|
|
2023
Q4 | $5.28M | Buy |
15,242
+2,448
| +19% | +$848K | 0.87% | 28 |
|
|
2023
Q3 | $3.87M | Sell |
12,794
-447
| -3% | -$135K | 0.58% | 43 |
|
|
2023
Q2 | $4.11M | Buy |
13,241
+763
| +6% | +$237K | 0.62% | 43 |
|
|
2023
Q1 | $3.68M | Buy |
12,478
+2,041
| +20% | +$602K | 0.59% | 39 |
|
|
2022
Q4 | $3.3M | Buy |
10,437
+317
| +3% | +$100K | 0.63% | 35 |
|
|
2022
Q3 | $2.79M | Buy |
10,120
+568
| +6% | +$157K | 0.55% | 46 |
|
|
2022
Q2 | $2.62M | Buy |
9,552
+1,038
| +12% | +$285K | 0.52% | 48 |
|
|
2022
Q1 | $2.55M | Buy |
8,514
+1,329
| +18% | +$398K | 0.41% | 60 |
|
|
2021
Q4 | $2.98M | Buy |
7,185
+2,146
| +43% | +$891K | 0.5% | 53 |
|
|
2021
Q3 | $1.65M | Sell |
5,039
-124
| -2% | -$40.7K | 0.44% | 56 |
|
|
2021
Q2 | $1.65M | Buy |
5,163
+562
| +12% | +$179K | 0.26% | 75 |
|
|
2021
Q1 | $1.4M | Buy |
4,601
+1,008
| +28% | +$308K | 0.25% | 82 |
|
|
2020
Q4 | $955K | Buy |
3,593
+754
| +27% | +$200K | 0.18% | 106 |
|
|
2020
Q3 | $788K | Buy |
2,839
+975
| +52% | +$271K | 0.28% | 81 |
|
|
2020
Q2 | $467K | Buy |
1,864
+793
| +74% | +$199K | 0.22% | 108 |
|
|
2020
Q1 | $200K | Buy |
+1,071
| New | +$200K | 0.12% | 154 |
|
|
2018
Q1 | – | Sell |
-1,064
| Closed | -$200K | – | 245 |
|
|
2017
Q4 | $200K | Buy |
+1,064
| New | +$200K | 0.12% | 126 |
|