Number of Shares
4,416.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
0.51%
Total Estimate Gain
$515,230.74
% of Total Estimate Gain
14.81%

CWS Financial Advisors, LLC's The Home Depot Inc Holding Summary

As of 2025-03-31, CWS Financial Advisors, LLC held 4,416.00 shares of The Home Depot Inc(HD), totaling $1.62 Mil. This investment constitutes 0.51% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0% of the outstanding The Home Depot Inc(HD) stock.

The initial trade took place in 2019Q4. And since then CWS Financial Advisors, LLC has made 11 purchases of HD, at an average price of $303.05, for a total of 11,483.00 shares. In addition, there have been 7 sales at an average price of $340.75 for 7,067.00 shares. Based on historical transaction data and HD's current price of $359.40, CWS Financial Advisors, LLC's estimated gain on his HD holdings is $515,230.74, reflecting a 14.81% gain to date.

CWS Financial Advisors, LLC HD ($359.40) Holding Chart

CWS Financial Advisors, LLC HD ($359.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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