A detailed history of Cassady Schiller Wealth Management, LLC transactions in Home Depot, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,497 shares of HD stock, worth $628,740. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,497
Previous 1,366 9.59%
Holding current value
$628,740
Previous $470,000 28.94%
% of portfolio
0.23%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$333.64 - $405.2 $43,706 - $53,081
131 Added 9.59%
1,497 $606,000
Q1 2024

May 13, 2024

BUY
$338.26 - $395.2 $84,565 - $98,800
250 Added 22.4%
1,366 $523,000
Q3 2023

Nov 09, 2023

BUY
$301.82 - $333.84 $16,901 - $18,695
56 Added 5.28%
1,116 $337,000
Q2 2023

Aug 10, 2023

BUY
$282.33 - $313.74 $20,610 - $22,903
73 Added 7.4%
1,060 $329,000
Q1 2023

May 12, 2023

SELL
$280.82 - $339.79 $5,335 - $6,456
-19 Reduced 1.89%
987 $291,000
Q4 2022

May 16, 2023

BUY
$269.46 - $333.38 $538 - $666
2 Added 0.2%
989 $312,000
Q4 2022

Feb 13, 2023

SELL
$269.46 - $333.38 $4,041 - $5,000
-15 Reduced 1.47%
1,006 $317,000
Q3 2022

Nov 09, 2022

SELL
$266.58 - $327.38 $1,599 - $1,964
-6 Reduced 0.58%
1,021 $282,000
Q2 2022

Aug 11, 2022

SELL
$268.98 - $315.31 $43,036 - $50,449
-160 Reduced 13.48%
1,027 $282,000
Q1 2022

May 12, 2022

BUY
$299.33 - $412.84 $897 - $1,238
3 Added 0.25%
1,187 $355,000
Q4 2021

Feb 09, 2022

BUY
$326.47 - $416.18 $386,540 - $492,757
1,184 New
1,184 $491,000

Others Institutions Holding HD

About HOME DEPOT, INC.


  • Ticker HD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Home Improvement Retail
  • Shares Outstandng 1,023,729,984
  • Market Cap $430B
  • Description
  • The Home Depot, Inc. operates as a home improvement retailer. It operates The Home Depot stores that sell various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products The company also offers installation services for flooring, cabinets and ...
More about HD
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.