Baker Tilly Wealth Management’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
$1.28M Buy
3,490
+109
+3% +$40K 0.46% 40
2025
Q1
$1.24M Buy
3,381
+42
+1% +$15.4K 0.49% 42
2024
Q4
$1.3M Sell
3,339
-132
-4% -$51.3K 0.51% 39
2024
Q3
$1.41M Buy
3,471
+15
+0.4% +$6.08K 0.62% 28
2024
Q2
$1.19M Sell
3,456
-3,313
-49% -$1.14M 0.49% 39
2024
Q1
$2.6M Sell
6,769
-1,490
-18% -$572K 0.47% 47
2023
Q4
$2.86M Sell
8,259
-1,225
-13% -$425K 0.47% 39
2023
Q3
$2.87M Sell
9,484
-5,540
-37% -$1.67M 0.47% 43
2023
Q2
$4.67M Buy
15,024
+485
+3% +$151K 0.49% 42
2023
Q1
$4.29M Buy
14,539
+859
+6% +$253K 0.48% 44
2022
Q4
$4.32M Sell
13,680
-6
-0% -$1.9K 0.53% 46
2022
Q3
$3.78M Sell
13,686
-1,356
-9% -$374K 0.51% 42
2022
Q2
$4.13M Sell
15,042
-245
-2% -$67.2K 0.54% 41
2022
Q1
$4.58M Buy
15,287
+1,022
+7% +$306K 0.51% 42
2021
Q4
$5.92M Buy
14,265
+1,824
+15% +$757K 0.64% 30
2021
Q3
$4.08M Buy
12,441
+2,304
+23% +$756K 0.54% 36
2021
Q2
$3.23M Buy
10,137
+1,395
+16% +$445K 0.52% 40
2021
Q1
$2.67M Buy
8,742
+4,399
+101% +$1.34M 0.55% 37
2020
Q4
$1.15M Buy
+4,343
New +$1.15M 0.36% 68