Zimmermann Investment Management & Planning’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 | – | Sell |
-580
| Closed | -$235K | – | 51 |
|
|
2024
Q3 | $235K | Buy |
+580
| New | +$235K | 0.07% | 133 |
|
|
2024
Q2 | – | Sell |
-693
| Closed | -$266K | – | 139 |
|
|
2024
Q1 | $266K | Sell |
693
-108
| -13% | -$41.4K | 0.1% | 115 |
|
|
2023
Q4 | $278K | Sell |
801
-23
| -3% | -$7.98K | 0.11% | 99 |
|
|
2023
Q3 | $249K | Sell |
824
-1,639
| -67% | -$495K | 0.12% | 91 |
|
|
2023
Q2 | $765K | Sell |
2,463
-59
| -2% | -$18.3K | 0.36% | 46 |
|
|
2023
Q1 | $744K | Buy |
2,522
+1,108
| +78% | +$327K | 0.39% | 54 |
|
|
2022
Q4 | $447K | Sell |
1,414
-17
| -1% | -$5.37K | 0.26% | 61 |
|
|
2022
Q3 | $395K | Sell |
1,431
-62
| -4% | -$17.1K | 0.25% | 62 |
|
|
2022
Q2 | $409K | Buy |
1,493
+114
| +8% | +$31.2K | 0.28% | 65 |
|
|
2022
Q1 | $413K | Sell |
1,379
-3
| -0.2% | -$898 | 0.25% | 62 |
|
|
2021
Q4 | $574K | Buy |
+1,382
| New | +$574K | 0.32% | 54 |
|