WJWM
Williams Jones Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Sell |
303,399
-3,703
| -1% | -$1.36M | 1.33% | 22 |
|
|
2025
Q1 | $113M | Sell |
307,102
-7,069
| -2% | -$2.59M | 1.44% | 22 |
|
|
2024
Q4 | $122M | Sell |
314,171
-6,250
| -2% | -$2.43M | 1.47% | 21 |
|
|
2024
Q3 | $130M | Sell |
320,421
-5,747
| -2% | -$2.33M | 1.52% | 21 |
|
|
2024
Q2 | $112M | Sell |
326,168
-4,904
| -1% | -$1.69M | 1.39% | 22 |
|
|
2024
Q1 | $127M | Buy |
331,072
+2,895
| +0.9% | +$1.11M | 1.62% | 19 |
|
|
2023
Q4 | $114M | Sell |
328,177
-2,099
| -0.6% | -$727K | 1.59% | 19 |
|
|
2023
Q3 | $99.8M | Buy |
330,276
+15,287
| +5% | +$4.62M | 1.53% | 21 |
|
|
2023
Q2 | $97.8M | Buy |
314,989
+4,482
| +1% | +$1.39M | 1.47% | 22 |
|
|
2023
Q1 | $91.6M | Sell |
310,507
-483
| -0.2% | -$143K | 1.44% | 24 |
|
|
2022
Q4 | $98.2M | Buy |
310,990
+4,944
| +2% | +$1.56M | 1.64% | 21 |
|
|
2022
Q3 | $84.5M | Sell |
306,046
-5,086
| -2% | -$1.4M | 1.47% | 22 |
|
|
2022
Q2 | $85.3M | Buy |
311,132
+25,675
| +9% | +$7.04M | 1.38% | 24 |
|
|
2022
Q1 | $85.4M | Sell |
285,457
-9,658
| -3% | -$2.89M | 1.19% | 26 |
|
|
2021
Q4 | $122M | Buy |
295,115
+708
| +0.2% | +$294K | 1.53% | 22 |
|
|
2021
Q3 | $96.6M | Buy |
294,407
+5,885
| +2% | +$1.93M | 1.35% | 25 |
|
|
2021
Q2 | $92M | Buy |
288,522
+2,493
| +0.9% | +$795K | 1.29% | 27 |
|
|
2021
Q1 | $87.3M | Buy |
286,029
+6,447
| +2% | +$1.97M | 1.37% | 26 |
|
|
2020
Q4 | $74.3M | Buy |
279,582
+16,879
| +6% | +$4.48M | 1.21% | 28 |
|
|
2020
Q3 | $73M | Buy |
262,703
+1,336
| +0.5% | +$371K | 1.35% | 25 |
|
|
2020
Q2 | $65.5M | Buy |
261,367
+20,606
| +9% | +$5.16M | 1.34% | 24 |
|
|
2020
Q1 | $45M | Sell |
240,761
-27,377
| -10% | -$5.11M | 1.17% | 30 |
|
|
2019
Q4 | $58.6M | Buy |
268,138
+33,445
| +14% | +$7.3M | 1.12% | 32 |
|
|
2019
Q3 | $54.5M | Buy |
+234,693
| New | +$54.5M | 1.12% | 34 |
|