Wells Trecaso Financial Group’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 | $7.21M | Buy |
19,667
+259
| +1% | +$95K | 2.23% | 15 |
|
|
2025
Q1 | $7.11M | Buy |
19,408
+402
| +2% | +$147K | 2.37% | 16 |
|
|
2024
Q4 | $7.39M | Sell |
19,006
-13
| -0.1% | -$5.06K | 2.42% | 13 |
|
|
2024
Q3 | $7.71M | Buy |
19,019
+148
| +0.8% | +$60K | 2.54% | 13 |
|
|
2024
Q2 | $6.5M | Buy |
18,871
+93
| +0.5% | +$32K | 2.25% | 17 |
|
|
2024
Q1 | $7.2M | Buy |
18,778
+600
| +3% | +$230K | 2.54% | 13 |
|
|
2023
Q4 | $6.3M | Buy |
18,178
+213
| +1% | +$73.8K | 2.54% | 13 |
|
|
2023
Q3 | $5.43M | Buy |
17,965
+370
| +2% | +$112K | 2.41% | 15 |
|
|
2023
Q2 | $5.47M | Buy |
17,595
+235
| +1% | +$73K | 2.35% | 16 |
|
|
2023
Q1 | $5.12M | Buy |
17,360
+443
| +3% | +$131K | 2.37% | 19 |
|
|
2022
Q4 | $5.34M | Buy |
16,917
+382
| +2% | +$121K | 2.67% | 16 |
|
|
2022
Q3 | $4.56M | Buy |
16,535
+194
| +1% | +$53.5K | 2.5% | 18 |
|
|
2022
Q2 | $4.48M | Buy |
16,341
+184
| +1% | +$50.5K | 2.32% | 20 |
|
|
2022
Q1 | $4.84M | Buy |
16,157
+626
| +4% | +$187K | 2.15% | 21 |
|
|
2021
Q4 | $6.45M | Sell |
15,531
-27
| -0.2% | -$11.2K | 2.8% | 14 |
|
|
2021
Q3 | $5.11M | Buy |
15,558
+212
| +1% | +$69.6K | 2.44% | 16 |
|
|
2021
Q2 | $4.89M | Buy |
15,346
+229
| +2% | +$73K | 2.35% | 16 |
|
|
2021
Q1 | $4.62M | Buy |
15,117
+97
| +0.6% | +$29.6K | 2.43% | 16 |
|
|
2020
Q4 | $3.99M | Buy |
15,020
+134
| +0.9% | +$35.6K | 2.22% | 18 |
|
|
2020
Q3 | $4.13M | Buy |
14,886
+379
| +3% | +$105K | 2.64% | 14 |
|
|
2020
Q2 | $3.63M | Buy |
14,507
+1,819
| +14% | +$456K | 2.51% | 13 |
|
|
2020
Q1 | $2.37M | Buy |
12,688
+897
| +8% | +$167K | 2.11% | 16 |
|
|
2019
Q4 | $2.58M | Buy |
11,791
+203
| +2% | +$44.3K | 1.86% | 17 |
|
|
2019
Q3 | $2.69M | Buy |
11,588
+90
| +0.8% | +$20.9K | 2.14% | 16 |
|
|
2019
Q2 | $2.39M | Buy |
11,498
+304
| +3% | +$63.2K | 1.97% | 17 |
|
|
2019
Q1 | $2.15M | Buy |
11,194
+616
| +6% | +$118K | 1.8% | 18 |
|
|
2018
Q4 | $1.82M | Buy |
10,578
+9,513
| +893% | +$1.63M | 1.74% | 20 |
|
|
2018
Q3 | $220K | Hold |
1,065
| – | – | 0.18% | 67 |
|
|
2018
Q2 | $208K | Buy |
+1,065
| New | +$208K | 0.2% | 66 |
|
|
2018
Q1 | – | Sell |
-1,164
| Closed | -$221K | – | 68 |
|
|
2017
Q4 | $221K | Buy |
+1,164
| New | +$221K | 0.22% | 60 |
|