Baer Investment Advisory’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
5,644
-107
-2% -$39.4K 2.36% 16
2025
Q1
$2.12M Buy
5,751
+71
+1% +$26.2K 2.75% 19
2024
Q4
$2.37M Buy
+5,680
New +$2.37M 2.55% 20