Wheelhouse Advisory Group’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 | $425K | Sell |
1,158
-64
| -5% | -$23.5K | 0.21% | 31 |
|
|
2025
Q1 | $448K | Sell |
1,222
-77
| -6% | -$28.2K | 0.26% | 31 |
|
|
2024
Q4 | $505K | Sell |
1,299
-8
| -0.6% | -$3.11K | 0.3% | 30 |
|
|
2024
Q3 | $530K | Sell |
1,307
-64
| -5% | -$25.9K | 0.34% | 27 |
|
|
2024
Q2 | $460K | Buy |
1,371
+649
| +90% | +$218K | 0.32% | 29 |
|
|
2024
Q1 | $277K | Hold |
722
| – | – | 0.21% | 32 |
|
|
2023
Q4 | $250K | Buy |
+722
| New | +$250K | 0.22% | 32 |
|