WMG Financial Advisors’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 | $733K | Buy |
2,000
+206
| +11% | +$75.5K | 0.27% | 58 |
|
|
2025
Q1 | $657K | Sell |
1,794
-51
| -3% | -$18.7K | 0.28% | 56 |
|
|
2024
Q4 | $718K | Buy |
1,845
+9
| +0.5% | +$3.5K | 0.31% | 52 |
|
|
2024
Q3 | $744K | Sell |
1,836
-3
| -0.2% | -$1.22K | 0.34% | 48 |
|
|
2024
Q2 | $633K | Buy |
1,839
+103
| +6% | +$35.5K | 0.34% | 47 |
|
|
2024
Q1 | $666K | Buy |
1,736
+202
| +13% | +$77.5K | 0.38% | 51 |
|
|
2023
Q4 | $532K | Sell |
1,534
-239
| -13% | -$82.8K | 0.35% | 56 |
|
|
2023
Q3 | $536K | Buy |
1,773
+19
| +1% | +$5.74K | 0.46% | 49 |
|
|
2023
Q2 | $545K | Sell |
1,754
-25
| -1% | -$7.77K | 0.4% | 55 |
|
|
2023
Q1 | $556K | Sell |
1,779
-364
| -17% | -$114K | 0.46% | 51 |
|
|
2022
Q4 | $677K | Sell |
2,143
-10
| -0.5% | -$3.16K | 0.58% | 52 |
|
|
2022
Q3 | $592K | Buy |
2,153
+191
| +10% | +$52.5K | 0.53% | 52 |
|
|
2022
Q2 | $534K | Sell |
1,962
-10
| -0.5% | -$2.72K | 0.46% | 58 |
|
|
2022
Q1 | $589K | Buy |
1,972
+141
| +8% | +$42.1K | 0.43% | 58 |
|
|
2021
Q4 | $760K | Buy |
+1,831
| New | +$760K | 0.59% | 44 |
|