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