WFA
West Financial Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.4K | Sell |
162
-24
| -13% | -$8.8K | 0.01% | 94 |
|
|
2025
Q1 | $68.2K | Hold |
186
| – | – | 0.01% | 87 |
|
|
2024
Q4 | $72.4K | Buy |
186
+162
| +675% | +$63K | 0.01% | 86 |
|
|
2024
Q3 | $9.73K | Buy |
+24
| New | +$9.73K | ﹤0.01% | 153 |
|
|
2023
Q2 | – | Sell |
-141
| Closed | -$41.6K | – | 194 |
|
|
2023
Q1 | $41.6K | Buy |
+141
| New | +$41.6K | 0.01% | 82 |
|