Ownership history in Opes Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Opes Wealth Management LLC reported a position in HOME DEPOT INC (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 584 | +15 | +2.6% | 0.04% | $237K | $399.91 |
| 2025 Q2 | REDUCED | 569 | -29 | -4.8% | 0.04% | $209K | $359.82 |
| 2025 Q1 | ADDED | 598 | +25 | +4.4% | 0.04% | $219K | $357.45 |
| 2024 Q4 | REDUCED | 573 | -15 | -2.6% | 0.05% | $223K | $377.01 |
| 2024 Q3 | REDUCED | 588 | -3 | -0.5% | 0.05% | $238K | $390.66 |
| 2024 Q2 | ADDED | 591 | +29 | +5.2% | 0.04% | $203K | $329.88 |
| 2024 Q1 | REDUCED | 562 | -123 | -18.0% | 0.05% | $216K | $365.07 |
| 2023 Q4 | REDUCED | 685 | -49 | -6.7% | 0.06% | $237K | $327.84 |
| 2023 Q3 | ADDED | 734 | +31 | +4.4% | 0.06% | $222K | $283.94 |
| 2023 Q2 | ADDED | 703 | +24 | +3.5% | 0.06% | $218K | $290.06 |
As of 2025 Q4 — sorted by position size