Wealthspire Advisors (New York)’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 | $18.2M | Buy |
49,688
+2,288
| +5% | +$839K | 0.1% | 82 |
|
|
2025
Q1 | $17.4M | Buy |
47,400
+23,683
| +100% | +$8.68M | 0.1% | 83 |
|
|
2024
Q4 | $9.23M | Buy |
23,717
+1,959
| +9% | +$762K | 0.09% | 103 |
|
|
2024
Q3 | $8.82M | Buy |
21,758
+1,335
| +7% | +$541K | 0.09% | 113 |
|
|
2024
Q2 | $7.03M | Buy |
20,423
+520
| +3% | +$179K | 0.09% | 96 |
|
|
2024
Q1 | $7.63M | Sell |
19,903
-1,503
| -7% | -$577K | 0.1% | 91 |
|
|
2023
Q4 | $7.42M | Buy |
21,406
+4,785
| +29% | +$1.66M | 0.11% | 89 |
|
|
2023
Q3 | $5.02M | Buy |
16,621
+3,388
| +26% | +$1.02M | 0.08% | 105 |
|
|
2023
Q2 | $4.11M | Sell |
13,233
-624
| -5% | -$194K | 0.07% | 107 |
|
|
2023
Q1 | $4.09M | Sell |
13,857
-3,435
| -20% | -$1.01M | 0.07% | 106 |
|
|
2022
Q4 | $5.46M | Buy |
17,292
+1,439
| +9% | +$455K | 0.1% | 92 |
|
|
2022
Q3 | $4.37M | Buy |
15,853
+173
| +1% | +$47.7K | 0.09% | 99 |
|
|
2022
Q2 | $4.3M | Buy |
15,680
+4,454
| +40% | +$1.22M | 0.09% | 98 |
|
|
2022
Q1 | $3.36M | Sell |
11,226
-4,338
| -28% | -$1.3M | 0.08% | 95 |
|
|
2021
Q4 | $6.46M | Sell |
15,564
-2,815
| -15% | -$1.17M | 0.14% | 70 |
|
|
2021
Q3 | $6.03M | Buy |
18,379
+11,480
| +166% | +$3.77M | 0.13% | 84 |
|
|
2021
Q2 | $2.2M | Sell |
6,899
-22,390
| -76% | -$7.14M | 0.06% | 102 |
|
|
2021
Q1 | $8.94M | Buy |
29,289
+12,987
| +80% | +$3.96M | 0.21% | 59 |
|
|
2020
Q4 | $4.33M | Buy |
16,302
+6,835
| +72% | +$1.82M | 0.13% | 79 |
|
|
2020
Q3 | $2.63M | Buy |
9,467
+1,244
| +15% | +$345K | 0.16% | 68 |
|
|
2020
Q2 | $2.06M | Sell |
8,223
-13,690
| -62% | -$3.43M | 0.14% | 65 |
|
|
2020
Q1 | $4.09M | Buy |
21,913
+17,431
| +389% | +$3.25M | 0.17% | 74 |
|
|
2019
Q4 | $979K | Buy |
4,482
+1,584
| +55% | +$346K | 0.07% | 63 |
|
|
2019
Q3 | $672K | Buy |
+2,898
| New | +$672K | 0.06% | 68 |
|
|
2019
Q1 | – | Sell |
-1,617
| Closed | -$278K | – | 364 |
|
|
2018
Q4 | $278K | Buy |
+1,617
| New | +$278K | 0.03% | 56 |
|