WESPAC 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 | $202K | Buy |
551
+1
| +0.2% | +$366 | 0.14% | 167 |
|
2025
Q1 | $201K | Buy |
550
+1
| +0.2% | +$366 | 0.16% | 148 |
|
2024
Q4 | $213K | Buy |
549
+1
| +0.2% | +$389 | 0.16% | 150 |
|
2024
Q3 | $222K | Buy |
+548
| New | +$222K | 0.16% | 142 |
|
2024
Q2 | – | Sell |
-558
| Closed | -$214K | – | 162 |
|
2024
Q1 | $214K | Sell |
558
-54
| -9% | -$20.7K | 0.12% | 156 |
|
2023
Q4 | $212K | Sell |
612
-210
| -26% | -$72.8K | 0.15% | 142 |
|
2023
Q3 | $248K | Hold |
822
| – | – | 0.19% | 122 |
|
2023
Q2 | $255K | Sell |
822
-34
| -4% | -$10.6K | 0.2% | 108 |
|
2023
Q1 | $253K | Sell |
856
-1,143
| -57% | -$337K | 0.24% | 92 |
|
2022
Q4 | $632K | Sell |
1,999
-191
| -9% | -$60.4K | 1.09% | 32 |
|
2022
Q3 | $604K | Sell |
2,190
-728
| -25% | -$201K | 0.81% | 47 |
|
2022
Q2 | $800K | Buy |
2,918
+1,664
| +133% | +$456K | 0.61% | 45 |
|
2022
Q1 | $375K | Sell |
1,254
-450
| -26% | -$135K | 0.41% | 81 |
|
2021
Q4 | $707K | Hold |
1,704
| – | – | 0.47% | 83 |
|
2021
Q3 | $559K | Buy |
+1,704
| New | +$559K | 0.34% | 99 |
|
2021
Q2 | – | Sell |
-2,125
| Closed | -$649K | – | 118 |
|
2021
Q1 | $649K | Sell |
2,125
-2,245
| -51% | -$686K | 0.49% | 75 |
|
2020
Q4 | $1.16M | Sell |
4,370
-1,479
| -25% | -$393K | 0.9% | 46 |
|
2020
Q3 | $1.62M | Buy |
5,849
+1,858
| +47% | +$516K | 2.01% | 11 |
|
2020
Q2 | $1M | Buy |
3,991
+2,398
| +151% | +$601K | 1.13% | 36 |
|
2020
Q1 | $297K | Hold |
1,593
| – | – | 0.71% | 39 |
|
2019
Q4 | $348K | Buy |
+1,593
| New | +$348K | 0.34% | 76 |
|
2018
Q4 | – | Sell |
-4,659
| Closed | -$965K | – | 129 |
|
2018
Q3 | $965K | Buy |
4,659
+1,650
| +55% | +$342K | 0.56% | 63 |
|
2018
Q2 | $587K | Sell |
3,009
-1,473
| -33% | -$287K | 0.61% | 59 |
|
2018
Q1 | $799K | Buy |
+4,482
| New | +$799K | 0.49% | 63 |
|
2016
Q3 | – | Sell |
-5,391
| Closed | -$688K | – | 108 |
|
2016
Q2 | $688K | Sell |
5,391
-908
| -14% | -$116K | 0.71% | 55 |
|
2016
Q1 | $840K | Sell |
6,299
-154
| -2% | -$20.5K | 1.04% | 46 |
|
2015
Q4 | $853K | Buy |
6,453
+1,036
| +19% | +$137K | 0.99% | 47 |
|
2015
Q3 | $626K | Sell |
5,417
-2,188
| -29% | -$253K | 1.1% | 36 |
|
2015
Q2 | $845K | Buy |
7,605
+1,150
| +18% | +$128K | 0.63% | 60 |
|
2015
Q1 | $733K | Buy |
+6,455
| New | +$733K | 0.56% | 66 |
|
2014
Q4 | – | Sell |
-2,510
| Closed | -$230K | – | 135 |
|
2014
Q3 | $230K | Buy |
+2,510
| New | +$230K | 0.18% | 114 |
|
2014
Q1 | – | Sell |
-2,850
| Closed | -$235K | – | 142 |
|
2013
Q4 | $235K | Sell |
2,850
-1,915
| -40% | -$158K | 0.2% | 121 |
|
2013
Q3 | $361K | Buy |
4,765
+1,920
| +67% | +$145K | 0.42% | 84 |
|
2013
Q2 | $220K | Buy |
+2,845
| New | +$220K | 0.33% | 86 |
|