WBC
West Branch Capital’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
13,772
+328
| +2% | +$120K | 1.49% | 19 |
|
|
2025
Q1 | $4.93M | Buy |
13,444
+514
| +4% | +$188K | 1.64% | 18 |
|
|
2024
Q4 | $5.03M | Buy |
12,930
+689
| +6% | +$268K | 1.6% | 17 |
|
|
2024
Q3 | $4.96M | Buy |
12,241
+313
| +3% | +$127K | 1.72% | 16 |
|
|
2024
Q2 | $4.11M | Buy |
11,928
+149
| +1% | +$51.3K | 1.53% | 16 |
|
|
2024
Q1 | $4.52M | Buy |
11,779
+618
| +6% | +$237K | 1.82% | 13 |
|
|
2023
Q4 | $3.87M | Buy |
11,161
+399
| +4% | +$138K | 1.82% | 14 |
|
|
2023
Q3 | $3.25M | Sell |
10,762
-9
| -0.1% | -$2.72K | 1.71% | 16 |
|
|
2023
Q2 | $3.35M | Sell |
10,771
-52
| -0.5% | -$16.2K | 1.67% | 16 |
|
|
2023
Q1 | $3.19M | Sell |
10,823
-64
| -0.6% | -$18.9K | 1.78% | 15 |
|
|
2022
Q4 | $3.44M | Buy |
10,887
+24
| +0.2% | +$7.58K | 2.12% | 14 |
|
|
2022
Q3 | $3M | Buy |
10,863
+41
| +0.4% | +$11.3K | 1.86% | 15 |
|
|
2022
Q2 | $2.97M | Sell |
10,822
-66
| -0.6% | -$18.1K | 1.72% | 16 |
|
|
2022
Q1 | $3.26M | Sell |
10,888
-448
| -4% | -$134K | 1.56% | 15 |
|
|
2021
Q4 | $4.71M | Buy |
11,336
+192
| +2% | +$79.7K | 2% | 11 |
|
|
2021
Q3 | $3.66M | Buy |
11,144
+114
| +1% | +$37.4K | 1.76% | 15 |
|
|
2021
Q2 | $3.52M | Buy |
11,030
+192
| +2% | +$61.2K | 1.73% | 14 |
|
|
2021
Q1 | $3.31M | Sell |
10,838
-49
| -0.5% | -$15K | 1.94% | 15 |
|
|
2020
Q4 | $2.89M | Buy |
10,887
+139
| +1% | +$36.9K | 1.71% | 17 |
|
|
2020
Q3 | $2.99M | Buy |
10,748
+347
| +3% | +$96.4K | 1.9% | 15 |
|
|
2020
Q2 | $2.61M | Buy |
10,401
+1,709
| +20% | +$428K | 1.84% | 15 |
|
|
2020
Q1 | $1.62M | Sell |
8,692
-150
| -2% | -$28K | 1.55% | 19 |
|
|
2019
Q4 | $1.93M | Buy |
8,842
+1,291
| +17% | +$282K | 1.34% | 25 |
|
|
2019
Q3 | $1.75M | Sell |
7,551
-91
| -1% | -$21.1K | 1.3% | 20 |
|
|
2019
Q2 | $1.59M | Sell |
7,642
-34
| -0.4% | -$7.07K | 1.31% | 22 |
|
|
2019
Q1 | $1.47M | Sell |
7,676
-596
| -7% | -$114K | 1.32% | 21 |
|
|
2018
Q4 | $1.42M | Sell |
8,272
-968
| -10% | -$166K | 1.5% | 20 |
|
|
2018
Q3 | $1.91M | Buy |
9,240
+232
| +3% | +$48.1K | 1.42% | 22 |
|
|
2018
Q2 | $1.76M | Buy |
9,008
+7,211
| +401% | +$1.41M | 1.39% | 22 |
|
|
2018
Q1 | $320K | Buy |
+1,797
| New | +$320K | 0.35% | 51 |
|