WAG
Windsor Advisory Group’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-600
| Closed | -$243K | – | 89 |
|
2024
Q3 | $243K | Buy |
+600
| New | +$243K | 0.27% | 54 |
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$604K | – | 63 |
|
2023
Q3 | $604K | Hold |
2,000
| – | – | 1.44% | 20 |
|
2023
Q2 | $621K | Hold |
2,000
| – | – | 1.54% | 18 |
|
2023
Q1 | $590K | Sell |
2,000
-239
| -11% | -$70.5K | 1.41% | 19 |
|
2022
Q4 | $707K | Buy |
+2,239
| New | +$707K | 1.88% | 15 |
|