WGCA
Wolf Group Capital Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.59M | Sell |
7,069
-444
| -6% | -$163K | 0.87% | 33 |
|
|
2024
Q4 | $2.33M | Hold |
7,513
| – | – | 1.13% | 27 |
|
|
2024
Q3 | $2.33M | Buy |
7,513
+272
| +4% | +$84.5K | 1.11% | 28 |
|
|
2024
Q2 | $2.49M | Sell |
7,241
-272
| -4% | -$93.6K | 0.98% | 32 |
|
|
2024
Q1 | $2.33M | Hold |
7,513
| – | – | 1.11% | 28 |
|
|
2023
Q4 | $2.33M | Buy |
7,513
+430
| +6% | +$134K | 1.11% | 28 |
|
|
2023
Q3 | $2.14M | Sell |
7,083
-429
| -6% | -$130K | 1.01% | 30 |
|
|
2023
Q2 | $2.17M | Sell |
7,512
-2,636
| -26% | -$760K | 1.08% | 29 |
|
|
2023
Q1 | $2.99M | Sell |
10,148
-1,320
| -12% | -$390K | 1.49% | 20 |
|
|
2022
Q4 | $3.62M | Sell |
11,468
-226
| -2% | -$71.4K | 1.71% | 16 |
|
|
2022
Q3 | $3.23M | Sell |
11,694
-81
| -0.7% | -$22.4K | 1.77% | 14 |
|
|
2022
Q2 | $3.23M | Sell |
11,775
-1,955
| -14% | -$536K | 1.68% | 15 |
|
|
2022
Q1 | $4.11M | Sell |
13,730
-29,590
| -68% | -$8.86M | 2.1% | 10 |
|
|
2021
Q4 | $18M | Buy |
43,320
+28,926
| +201% | +$12M | 2.94% | 5 |
|
|
2021
Q3 | $4.73M | Sell |
14,394
-127
| -0.9% | -$41.7K | 2.57% | 7 |
|
|
2021
Q2 | $4.63M | Sell |
14,521
-266
| -2% | -$84.8K | 2.48% | 7 |
|
|
2021
Q1 | $4.51M | Buy |
14,787
+439
| +3% | +$134K | 2.6% | 6 |
|
|
2020
Q4 | $3.81M | Buy |
14,348
+76
| +0.5% | +$20.2K | 2.36% | 8 |
|
|
2020
Q3 | $3.96M | Sell |
14,272
-191
| -1% | -$53K | 2.76% | 7 |
|
|
2020
Q2 | $3.62M | Sell |
14,463
-224
| -2% | -$56.1K | 2.7% | 6 |
|
|
2020
Q1 | $2.74M | Sell |
14,687
-8,410
| -36% | -$1.57M | 2.29% | 14 |
|
|
2019
Q4 | $5.04M | Buy |
23,097
+5,365
| +30% | +$1.17M | 3.31% | 7 |
|
|
2019
Q3 | $4.11M | Buy |
17,732
+2,202
| +14% | +$511K | 2.83% | 8 |
|
|
2019
Q2 | $3.23M | Sell |
15,530
-350
| -2% | -$72.8K | 2.24% | 14 |
|
|
2019
Q1 | $3.05M | Buy |
15,880
+2,075
| +15% | +$398K | 2.09% | 17 |
|
|
2018
Q4 | $2.37M | Buy |
13,805
+678
| +5% | +$116K | 1.77% | 19 |
|
|
2018
Q3 | $2.72M | Buy |
13,127
+279
| +2% | +$57.8K | 1.78% | 18 |
|
|
2018
Q2 | $2.51M | Buy |
12,848
+5,977
| +87% | +$1.17M | 1.63% | 21 |
|
|
2018
Q1 | $1.23M | Buy |
6,871
+5,067
| +281% | +$903K | 0.81% | 52 |
|
|
2017
Q4 | $342K | Buy |
+1,804
| New | +$342K | 0.21% | 92 |
|
|
2017
Q2 | – | Sell |
-1,553
| Closed | -$228K | – | 92 |
|
|
2017
Q1 | $228K | Hold |
1,553
| – | – | 0.15% | 92 |
|
|
2016
Q4 | $208K | Buy |
+1,553
| New | +$208K | 0.14% | 99 |
|