Total Wealth Planning & Management, Inc. HD Holdings History
Number of Shares
4,207.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
1.46%
Total Estimate Gain
$-163,136.73
% of Total Estimate Gain
-9.33%
Total Wealth Planning & Management, Inc.'s The Home Depot Inc Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 4,207.00 shares of The Home Depot Inc(HD), totaling $1.54 Mil. This investment constitutes 1.46% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding The Home Depot Inc(HD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $389.72 for 71.00 shares. Based on historical transaction data and HD's current price of $370.07, Total Wealth Planning & Management, Inc.'s estimated gain on his HD holdings is $-163,136.73, reflecting a -9.33% gain to date.
Total Wealth Planning & Management, Inc. HD ($370.07) Holding Chart
Total Wealth Planning & Management, Inc. HD ($370.07) 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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