Baldwin Wealth Partners’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 | $1.32M | Sell |
3,610
-179
| -5% | -$65.6K | 0.09% | 91 |
|
|
2025
Q1 | $1.39M | Sell |
3,789
-7
| -0.2% | -$2.57K | 0.1% | 91 |
|
|
2024
Q4 | $1.48M | Sell |
3,796
-849
| -18% | -$330K | 0.1% | 92 |
|
|
2024
Q3 | $1.88M | Buy |
4,645
+2,403
| +107% | +$974K | 0.13% | 90 |
|
|
2024
Q2 | $772K | Sell |
2,242
-1,911
| -46% | -$658K | 0.06% | 109 |
|
|
2024
Q1 | $1.59M | Sell |
4,153
-322
| -7% | -$124K | 0.12% | 90 |
|
|
2023
Q4 | $1.55M | Sell |
4,475
-56
| -1% | -$19.4K | 0.12% | 88 |
|
|
2023
Q3 | $1.37M | Sell |
4,531
-458
| -9% | -$138K | 0.12% | 96 |
|
|
2023
Q2 | $1.55M | Sell |
4,989
-50
| -1% | -$15.5K | 0.13% | 98 |
|
|
2023
Q1 | $1.49M | Sell |
5,039
-37
| -0.7% | -$10.9K | 0.13% | 100 |
|
|
2022
Q4 | $1.6M | Buy |
5,076
+559
| +12% | +$177K | 0.15% | 99 |
|
|
2022
Q3 | $1.25M | Hold |
4,517
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $1.24M | Sell |
4,517
-31
| -0.7% | -$8.5K | 0.16% | 65 |
|
|
2022
Q1 | $1.36M | Buy |
4,548
+1,015
| +29% | +$304K | 0.14% | 68 |
|
|
2021
Q4 | $1.47M | Buy |
3,533
+216
| +7% | +$89.6K | 0.15% | 66 |
|
|
2021
Q3 | $1.09M | Buy |
3,317
+1,394
| +72% | +$458K | 0.12% | 68 |
|
|
2021
Q2 | $613K | Buy |
1,923
+31
| +2% | +$9.88K | 0.07% | 100 |
|
|
2021
Q1 | $578K | Buy |
1,892
+32
| +2% | +$9.78K | 0.07% | 96 |
|
|
2020
Q4 | $494K | Buy |
1,860
+123
| +7% | +$32.7K | 0.06% | 101 |
|
|
2020
Q3 | $482K | Hold |
1,737
| – | – | 0.07% | 104 |
|
|
2020
Q2 | $435K | Sell |
1,737
-75
| -4% | -$18.8K | 0.06% | 105 |
|
|
2020
Q1 | $338K | Hold |
1,812
| – | – | 0.06% | 114 |
|
|
2019
Q4 | $396K | Hold |
1,812
| – | – | 0.06% | 128 |
|
|
2019
Q3 | $420K | Sell |
1,812
-30
| -2% | -$6.95K | 0.06% | 116 |
|
|
2019
Q2 | $383K | Sell |
1,842
-3
| -0.2% | -$624 | 0.06% | 144 |
|
|
2019
Q1 | $354K | Buy |
1,845
+32
| +2% | +$6.14K | 0.05% | 159 |
|
|
2018
Q4 | $312K | Sell |
1,813
-25
| -1% | -$4.3K | 0.05% | 154 |
|
|
2018
Q3 | $381K | Buy |
1,838
+95
| +5% | +$19.7K | 0.05% | 155 |
|
|
2018
Q2 | $340K | Buy |
1,743
+90
| +5% | +$17.6K | 0.05% | 157 |
|
|
2018
Q1 | $295K | Buy |
1,653
+199
| +14% | +$35.5K | 0.05% | 166 |
|
|
2017
Q4 | $276K | Buy |
1,454
+100
| +7% | +$19K | 0.04% | 173 |
|
|
2017
Q3 | $221K | Hold |
1,354
| – | – | 0.04% | 183 |
|
|
2017
Q2 | $208K | Hold |
1,354
| – | – | 0.03% | 185 |
|
|
2017
Q1 | $199K | Buy |
1,354
+24
| +2% | +$3.53K | 0.03% | 189 |
|
|
2016
Q4 | $178K | Buy |
1,330
+300
| +29% | +$40.2K | 0.03% | 186 |
|
|
2016
Q3 | $133K | Sell |
1,030
-385
| -27% | -$49.7K | 0.02% | 200 |
|
|
2016
Q2 | $181K | Sell |
1,415
-16,828
| -92% | -$2.15M | 0.04% | 172 |
|
|
2016
Q1 | $2.43M | Sell |
18,243
-7,096
| -28% | -$947K | 0.44% | 50 |
|
|
2015
Q4 | $3.35M | Buy |
25,339
+1,257
| +5% | +$166K | 0.55% | 49 |
|
|
2015
Q3 | $2.78M | Sell |
24,082
-158
| -0.7% | -$18.2K | 0.47% | 55 |
|
|
2015
Q2 | $2.69M | Buy |
24,240
+515
| +2% | +$57.2K | 0.4% | 62 |
|
|
2015
Q1 | $2.7M | Sell |
23,725
-116
| -0.5% | -$13.2K | 0.4% | 63 |
|
|
2014
Q4 | $2.5M | Buy |
+23,841
| New | +$2.5M | 0.36% | 66 |
|
|
2014
Q2 | – | Sell |
-9,727
| Closed | -$770K | – | 251 |
|
|
2014
Q1 | $770K | Sell |
9,727
-9,673
| -50% | -$766K | 0.12% | 154 |
|
|
2013
Q4 | $1.6M | Buy |
19,400
+837
| +5% | +$68.9K | 0.26% | 88 |
|
|
2013
Q3 | $1.41M | Sell |
18,563
-18,275
| -50% | -$1.39M | 0.26% | 92 |
|
|
2013
Q2 | $2.85M | Buy |
+36,838
| New | +$2.85M | 0.56% | 55 |
|