WOSD
WFA of San Diego’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
+395
| New | +$145K | 0.11% | 111 |
|
|
2024
Q3 | $357K | Sell |
880
-4
| -0.5% | -$1.62K | 0.3% | 68 |
|
|
2024
Q2 | $304K | Buy |
+884
| New | +$304K | 0.27% | 70 |
|
|
2023
Q3 | $297K | Sell |
984
-57
| -5% | -$17.2K | 0.31% | 66 |
|
|
2023
Q2 | $323K | Sell |
1,041
-395
| -28% | -$123K | 0.32% | 62 |
|
|
2023
Q1 | $424K | Sell |
1,436
-450
| -24% | -$133K | 0.44% | 48 |
|
|
2022
Q4 | $596K | Hold |
1,886
| – | – | 0.46% | 49 |
|
|
2022
Q3 | $520K | Sell |
1,886
-47
| -2% | -$13K | 0.47% | 50 |
|
|
2022
Q2 | $530K | Sell |
1,933
-101
| -5% | -$27.7K | 0.45% | 49 |
|
|
2022
Q1 | $609K | Sell |
2,034
-17
| -0.8% | -$5.09K | 0.46% | 47 |
|
|
2021
Q4 | $851K | Sell |
2,051
-31
| -1% | -$12.9K | 0.49% | 45 |
|
|
2021
Q3 | $683K | Buy |
2,082
+35
| +2% | +$11.5K | 0.48% | 46 |
|
|
2021
Q2 | $653K | Sell |
2,047
-174
| -8% | -$55.5K | 0.51% | 44 |
|
|
2021
Q1 | $678K | Sell |
2,221
-344
| -13% | -$105K | 0.56% | 38 |
|
|
2020
Q4 | $265 | Sell |
2,565
-60
| -2% | -$6 | 0.07% | 29 |
|
|
2020
Q3 | $729K | Sell |
2,625
-6,433
| -71% | -$1.79M | 0.69% | 35 |
|
|
2020
Q2 | $2.15M | Buy |
+9,058
| New | +$2.15M | 0.5% | 37 |
|