A detailed history of Heartwood Wealth Advisors LLC transactions in Home Depot, Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,537 shares of HD stock, worth $1.07 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,537
Previous 2,552 0.59%
Holding current value
$1.07 Million
Previous $878,000 16.97%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 07, 2024

SELL
$333.64 - $405.2 $5,004 - $6,078
-15 Reduced 0.59%
2,537 $1.03 Million
Q2 2024

Jul 09, 2024

SELL
$325.1 - $368.03 $5,201 - $5,888
-16 Reduced 0.62%
2,552 $878,000
Q3 2023

Oct 17, 2023

BUY
$301.82 - $333.84 $150,910 - $166,920
500 Added 24.18%
2,568 $775,000
Q2 2023

Jul 19, 2023

BUY
$282.33 - $313.74 $123,378 - $137,104
437 Added 26.79%
2,068 $642,000
Q1 2023

Apr 14, 2023

BUY
$280.82 - $339.79 $17,130 - $20,727
61 Added 3.89%
1,631 $481,000
Q4 2022

Jan 12, 2023

SELL
$269.46 - $333.38 $3,233 - $4,000
-12 Reduced 0.76%
1,570 $0
Q3 2022

Oct 25, 2022

BUY
$266.58 - $327.38 $16,794 - $20,624
63 Added 4.15%
1,582 $437,000
Q2 2022

Jul 25, 2022

SELL
$268.98 - $315.31 $14,524 - $17,026
-54 Reduced 3.43%
1,519 $417,000
Q1 2022

Apr 26, 2022

BUY
$299.33 - $412.84 $470,846 - $649,397
1,573 New
1,573 $471,000

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 Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors 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 Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.