WR Wealth Planners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $695K | Sell |
1,787
-415
| -19% | -$161K | 0.22% | 70 |
|
2024
Q3 | $892K | Buy |
2,202
+77
| +4% | +$31.2K | 0.25% | 64 |
|
2024
Q2 | $731K | Sell |
2,125
-1,170
| -36% | -$403K | 0.22% | 68 |
|
2024
Q1 | $1.26M | Buy |
3,295
+104
| +3% | +$39.9K | 0.39% | 41 |
|
2023
Q4 | $1.11M | Sell |
3,191
-144
| -4% | -$49.9K | 0.41% | 47 |
|
2023
Q3 | $1.01M | Buy |
3,335
+41
| +1% | +$12.4K | 0.38% | 45 |
|
2023
Q2 | $1.02M | Buy |
3,294
+1,443
| +78% | +$448K | 0.4% | 45 |
|
2023
Q1 | $546K | Buy |
1,851
+428
| +30% | +$126K | 0.24% | 65 |
|
2022
Q4 | $450K | Buy |
1,423
+21
| +1% | +$6.63K | 0.28% | 62 |
|
2022
Q3 | $387K | Buy |
1,402
+65
| +5% | +$17.9K | 0.27% | 61 |
|
2022
Q2 | $367K | Buy |
1,337
+26
| +2% | +$7.13K | 0.24% | 66 |
|
2022
Q1 | $392K | Buy |
+1,311
| New | +$392K | 0.23% | 71 |
|