WestHill 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
Q1 | – | Sell |
-529
| Closed | -$206K | – | 77 |
|
|
2024
Q4 | $206K | Sell |
529
-68
| -11% | -$26.4K | 0.05% | 74 |
|
|
2024
Q3 | $242K | Buy |
597
+1
| +0.2% | +$405 | 0.05% | 66 |
|
|
2024
Q2 | $205K | Buy |
596
+1
| +0.2% | +$344 | 0.05% | 68 |
|
|
2024
Q1 | $228K | Hold |
595
| – | – | 0.06% | 68 |
|
|
2023
Q4 | $206K | Buy |
+595
| New | +$206K | 0.05% | 71 |
|
|
2022
Q4 | – | Sell |
-798
| Closed | -$220K | – | 120 |
|
|
2022
Q3 | $220K | Sell |
798
-101
| -11% | -$27.8K | 0.08% | 52 |
|
|
2022
Q2 | $247K | Buy |
899
+1
| +0.1% | +$275 | 0.08% | 50 |
|
|
2022
Q1 | $269K | Hold |
898
| – | – | 0.08% | 56 |
|
|
2021
Q4 | $372K | Buy |
+898
| New | +$372K | 0.11% | 43 |
|