WCWM
Willow Creek Wealth Management’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $346K | Buy |
945
+15
| +2% | +$5.5K | 0.03% | 122 |
|
2025
Q1 | $341K | Buy |
930
+1
| +0.1% | +$366 | 0.03% | 115 |
|
2024
Q4 | $361K | Sell |
929
-10
| -1% | -$3.89K | 0.04% | 112 |
|
2024
Q3 | $380K | Buy |
939
+181
| +24% | +$73.3K | 0.04% | 110 |
|
2024
Q2 | $261K | Buy |
758
+19
| +3% | +$6.54K | 0.03% | 133 |
|
2024
Q1 | $283K | Buy |
739
+66
| +10% | +$25.3K | 0.03% | 127 |
|
2023
Q4 | $233K | Sell |
673
-125
| -16% | -$43.3K | 0.03% | 133 |
|
2023
Q3 | $241K | Sell |
798
-4
| -0.5% | -$1.21K | 0.04% | 118 |
|
2023
Q2 | $249K | Buy |
802
+14
| +2% | +$4.35K | 0.04% | 124 |
|
2023
Q1 | $233K | Buy |
788
+106
| +16% | +$31.3K | 0.04% | 120 |
|
2022
Q4 | $215K | Buy |
+682
| New | +$215K | 0.04% | 124 |
|
2022
Q2 | – | Sell |
-731
| Closed | -$219K | – | 127 |
|
2022
Q1 | $219K | Sell |
731
-5
| -0.7% | -$1.5K | 0.04% | 111 |
|
2021
Q4 | $305K | Buy |
736
+33
| +5% | +$13.7K | 0.06% | 98 |
|
2021
Q3 | $231K | Sell |
703
-63
| -8% | -$20.7K | 0.05% | 105 |
|
2021
Q2 | $244K | Buy |
766
+53
| +7% | +$16.9K | 0.06% | 98 |
|
2021
Q1 | $218K | Buy |
+713
| New | +$218K | 0.08% | 89 |
|
2020
Q4 | – | Sell |
-736
| Closed | -$204K | – | 92 |
|
2020
Q3 | $204K | Buy |
+736
| New | +$204K | 0.08% | 83 |
|
2019
Q4 | – | Sell |
-984
| Closed | -$228K | – | 84 |
|
2019
Q3 | $228K | Buy |
+984
| New | +$228K | 0.11% | 75 |
|