Number of Shares
9,457.00
Current Holdings Value*
$3.26 Mil
% of Portfolio
0.5%
Total Estimate Gain
$300,164.42
% of Total Estimate Gain
8.34%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's The Home Depot Inc Holding Summary

As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 9,457.00 shares of The Home Depot Inc(HD), totaling $3.26 Mil. This investment constitutes 0.5% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds 0% of the outstanding The Home Depot Inc(HD) stock.

The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 12 purchases of HD, at an average price of $317.96, for a total of 11,318.00 shares. In addition, there have been 10 sales at an average price of $268.64 for 1,861.00 shares. Based on historical transaction data and HD's current price of $359.40, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his HD holdings is $300,164.42, reflecting a 8.34% gain to date.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC HD ($359.40) Holding Chart

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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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