XWM
Xcel Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
33,055
+1,635
| +5% | +$599K | 3.45% | 6 |
|
|
2025
Q1 | $11.5M | Buy |
31,420
+2,236
| +8% | +$819K | 3.59% | 6 |
|
|
2024
Q4 | $11.4M | Buy |
29,184
+2,510
| +9% | +$976K | 3.15% | 8 |
|
|
2024
Q3 | $10.8M | Sell |
26,674
-35
| -0.1% | -$14.2K | 3.16% | 9 |
|
|
2024
Q2 | $9.19M | Buy |
26,709
+934
| +4% | +$322K | 2.88% | 9 |
|
|
2024
Q1 | $9.89M | Sell |
25,775
-239
| -0.9% | -$91.7K | 3.09% | 6 |
|
|
2023
Q4 | $9.02M | Sell |
26,014
-626
| -2% | -$217K | 3.16% | 8 |
|
|
2023
Q3 | $8.05M | Sell |
26,640
-198
| -0.7% | -$59.8K | 3.18% | 8 |
|
|
2023
Q2 | $8.34M | Buy |
26,838
+4,508
| +20% | +$1.4M | 2.63% | 11 |
|
|
2023
Q1 | $6.59M | Buy |
22,330
+1,706
| +8% | +$503K | 2.32% | 14 |
|
|
2022
Q4 | $6.51M | Buy |
20,624
+255
| +1% | +$80.5K | 2.57% | 14 |
|
|
2022
Q3 | $5.62M | Buy |
20,369
+1,490
| +8% | +$411K | 2.09% | 15 |
|
|
2022
Q2 | $5.18M | Buy |
18,879
+7,571
| +67% | +$2.08M | 1.89% | 17 |
|
|
2022
Q1 | $3.39M | Sell |
11,308
-540
| -5% | -$162K | 0.93% | 30 |
|
|
2021
Q4 | $4.92M | Sell |
11,848
-213
| -2% | -$88.4K | 1.26% | 25 |
|
|
2021
Q3 | $3.96M | Hold |
12,061
| – | – | 1.15% | 28 |
|
|
2021
Q2 | $3.85M | Hold |
12,061
| – | – | 1.16% | 27 |
|
|
2021
Q1 | $3.68M | Sell |
12,061
-75
| -0.6% | -$22.9K | 1.31% | 26 |
|
|
2020
Q4 | $3.22M | Hold |
12,136
| – | – | 1.39% | 23 |
|
|
2020
Q3 | $3.37M | Sell |
12,136
-1,150
| -9% | -$319K | 1.73% | 19 |
|
|
2020
Q2 | $3.33M | Buy |
13,286
+744
| +6% | +$186K | 2.06% | 15 |
|
|
2020
Q1 | $2.34M | Buy |
12,542
+3,270
| +35% | +$610K | 2.11% | 17 |
|
|
2019
Q4 | $2.02M | Buy |
9,272
+5,040
| +119% | +$1.1M | 1.68% | 21 |
|
|
2019
Q3 | $981K | Sell |
4,232
-562
| -12% | -$130K | 0.91% | 30 |
|
|
2019
Q2 | $997K | Buy |
4,794
+800
| +20% | +$166K | 0.98% | 33 |
|
|
2019
Q1 | $766K | Buy |
+3,994
| New | +$766K | 0.79% | 37 |
|