Number of Shares
1,674.00
Current Holdings Value*
$613,760.00
% of Portfolio
0.11%
Total Estimate Gain
$-147,906.90
% of Total Estimate Gain
-11.54%

Martel Wealth Advisors Inc's The Home Depot Inc Holding Summary

As of 2025-06-30, Martel Wealth Advisors Inc held 1,674.00 shares of The Home Depot Inc(HD), totaling $613,760.00. This investment constitutes 0.11% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0% of the outstanding The Home Depot Inc(HD) stock.

The initial trade took place in 2024Q4. And since then Martel Wealth Advisors Inc has made 1 purchases of HD, at an average price of $408.53, for a total of 3,138.00 shares. In addition, there have been 1 sales at an average price of $361.94 for 1,464.00 shares. Based on historical transaction data and HD's current price of $360.92, Martel Wealth Advisors Inc's estimated gain on his HD holdings is $-147,906.90, reflecting a -11.54% gain to date.

Martel Wealth Advisors Inc HD ($360.92) Holding Chart

Martel Wealth Advisors Inc HD ($360.92) 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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