Wealthspan 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 | $614K | Sell |
1,674
-26
| -2% | -$9.54K | 0.25% | 58 |
|
|
2025
Q1 | $623K | Hold |
1,700
| – | – | 0.29% | 56 |
|
|
2024
Q4 | $661K | Sell |
1,700
-372
| -18% | -$145K | 0.32% | 54 |
|
|
2024
Q3 | $840K | Sell |
2,072
-11
| -0.5% | -$4.46K | 0.41% | 44 |
|
|
2024
Q2 | $717K | Sell |
2,083
-24
| -1% | -$8.26K | 0.4% | 45 |
|
|
2024
Q1 | $808K | Buy |
2,107
+190
| +10% | +$72.9K | 0.48% | 37 |
|
|
2023
Q4 | $664K | Sell |
1,917
-10
| -0.5% | -$3.47K | 0.47% | 35 |
|
|
2023
Q3 | $582K | Hold |
1,927
| – | – | 0.46% | 36 |
|
|
2023
Q2 | $599K | Sell |
1,927
-17
| -0.9% | -$5.28K | 0.47% | 36 |
|
|
2023
Q1 | $574K | Sell |
1,944
-31
| -2% | -$9.15K | 0.49% | 38 |
|
|
2022
Q4 | $624K | Sell |
1,975
-421
| -18% | -$133K | 0.57% | 35 |
|
|
2022
Q3 | $661K | Buy |
2,396
+1,400
| +141% | +$386K | 0.68% | 32 |
|
|
2022
Q2 | $273K | Sell |
996
-328
| -25% | -$89.9K | 0.28% | 59 |
|
|
2022
Q1 | $396K | Sell |
1,324
-61
| -4% | -$18.2K | 0.36% | 47 |
|
|
2021
Q4 | $575K | Buy |
+1,385
| New | +$575K | 0.51% | 37 |
|