Wellspring Financial Advisors’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 | $408K | Buy |
1,112
+65
| +6% | +$23.8K | 0.04% | 93 |
|
|
2025
Q1 | $384K | Hold |
1,047
| – | – | 0.04% | 82 |
|
|
2024
Q4 | $407K | Sell |
1,047
-178
| -15% | -$69.3K | 0.04% | 88 |
|
|
2024
Q3 | $496K | Buy |
1,225
+205
| +20% | +$83.1K | 0.06% | 84 |
|
|
2024
Q2 | $351K | Buy |
1,020
+22
| +2% | +$7.57K | 0.05% | 99 |
|
|
2024
Q1 | $383K | Buy |
998
+172
| +21% | +$66K | 0.06% | 85 |
|
|
2023
Q4 | $286K | Sell |
826
-2
| -0.2% | -$693 | 0.07% | 98 |
|
|
2023
Q3 | $250K | Buy |
828
+2
| +0.2% | +$604 | 0.07% | 96 |
|
|
2023
Q2 | $257K | Sell |
826
-53
| -6% | -$16.5K | 0.07% | 86 |
|
|
2023
Q1 | $259K | Sell |
879
-440
| -33% | -$130K | 0.08% | 95 |
|
|
2022
Q4 | $417K | Buy |
1,319
+364
| +38% | +$115K | 0.14% | 68 |
|
|
2022
Q3 | $264K | Sell |
955
-142
| -13% | -$39.3K | 0.1% | 69 |
|
|
2022
Q2 | $301K | Sell |
1,097
-49
| -4% | -$13.4K | 0.1% | 66 |
|
|
2022
Q1 | $343K | Buy |
1,146
+66
| +6% | +$19.8K | 0.1% | 66 |
|
|
2021
Q4 | $448K | Buy |
1,080
+4
| +0.4% | +$1.66K | 0.12% | 61 |
|
|
2021
Q3 | $353K | Buy |
1,076
+33
| +3% | +$10.8K | 0.11% | 65 |
|
|
2021
Q2 | $333K | Sell |
1,043
-242
| -19% | -$77.3K | 0.1% | 67 |
|
|
2021
Q1 | $240K | Buy |
1,285
+88
| +7% | +$16.4K | 0.12% | 73 |
|
|
2020
Q4 | $318K | Sell |
1,197
-183
| -13% | -$48.6K | 0.11% | 65 |
|
|
2020
Q3 | $383K | Hold |
1,380
| – | – | 0.15% | 57 |
|
|
2020
Q2 | $346K | Buy |
1,380
+95
| +7% | +$23.8K | 0.14% | 63 |
|
|
2020
Q1 | $240K | Buy |
+1,285
| New | +$240K | 0.12% | 73 |
|