Western Financial Corp’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 | $902K | Sell |
2,459
-56
| -2% | -$20.5K | 0.48% | 59 |
|
2025
Q1 | $922K | Sell |
2,515
-2,866
| -53% | -$1.05M | 0.54% | 59 |
|
2024
Q4 | $2.09M | Sell |
5,381
-43
| -0.8% | -$16.7K | 1.15% | 17 |
|
2024
Q3 | $2.2M | Sell |
5,424
-52
| -0.9% | -$21.1K | 1.25% | 14 |
|
2024
Q2 | $1.88M | Buy |
5,476
+378
| +7% | +$130K | 1.14% | 18 |
|
2024
Q1 | $1.96M | Buy |
5,098
+341
| +7% | +$131K | 1.2% | 12 |
|
2023
Q4 | $1.65M | Sell |
4,757
-83
| -2% | -$28.8K | 1.1% | 12 |
|
2023
Q3 | $1.46M | Sell |
4,840
-201
| -4% | -$60.7K | 1.07% | 15 |
|
2023
Q2 | $1.57M | Sell |
5,041
-196
| -4% | -$60.9K | 1.07% | 11 |
|
2023
Q1 | $1.55M | Buy |
5,237
+114
| +2% | +$33.6K | 1.1% | 11 |
|
2022
Q4 | $1.62M | Buy |
5,123
+42
| +0.8% | +$13.3K | 1.05% | 9 |
|
2022
Q3 | $1.4M | Buy |
5,081
+408
| +9% | +$113K | 0.98% | 12 |
|
2022
Q2 | $1.28M | Sell |
4,673
-318
| -6% | -$87.2K | 0.91% | 18 |
|
2022
Q1 | $1.49M | Buy |
4,991
+512
| +11% | +$153K | 0.87% | 25 |
|
2021
Q4 | $1.86M | Buy |
4,479
+20
| +0.4% | +$8.3K | 0.98% | 10 |
|
2021
Q3 | $1.46M | Sell |
4,459
-826
| -16% | -$271K | 0.87% | 9 |
|
2021
Q2 | $1.69M | Buy |
5,285
+296
| +6% | +$94.4K | 0.91% | 10 |
|
2021
Q1 | $1.52M | Buy |
4,989
+564
| +13% | +$172K | 0.93% | 9 |
|
2020
Q4 | $1.18M | Buy |
+4,425
| New | +$1.18M | 0.77% | 11 |
|