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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