WFAG
Worth Financial Advisory Group’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $950K | Buy |
2,592
+299
| +13% | +$110K | 0.58% | 39 |
|
2025
Q1 | $840K | Sell |
2,293
-1,338
| -37% | -$490K | 0.53% | 45 |
|
2024
Q4 | $1.41M | Sell |
3,631
-114
| -3% | -$44.3K | 0.87% | 28 |
|
2024
Q3 | $1.52M | Buy |
3,745
+232
| +7% | +$94K | 0.89% | 26 |
|
2024
Q2 | $1.21M | Buy |
3,513
+290
| +9% | +$99.8K | 0.79% | 30 |
|
2024
Q1 | $1.24M | Buy |
3,223
+232
| +8% | +$89K | 0.86% | 26 |
|
2023
Q4 | $1.04M | Buy |
2,991
+87
| +3% | +$30.1K | 0.83% | 27 |
|
2023
Q3 | $877K | Buy |
2,904
+292
| +11% | +$88.2K | 0.79% | 31 |
|
2023
Q2 | $811K | Buy |
2,612
+30
| +1% | +$9.32K | 0.75% | 34 |
|
2023
Q1 | $762K | Buy |
2,582
+215
| +9% | +$63.4K | 0.73% | 37 |
|
2022
Q4 | $748K | Buy |
+2,367
| New | +$748K | 0.87% | 28 |
|