Baron Silver Stevens Financial Advisors’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
$825K Buy
2,250
+74
+3% +$27.1K 0.13% 64
2025
Q1
$798K Buy
2,176
+18
+0.8% +$6.6K 0.14% 59
2024
Q4
$840K Buy
2,158
+301
+16% +$117K 0.14% 59
2024
Q3
$753K Sell
1,857
-33
-2% -$13.4K 0.13% 61
2024
Q2
$651K Sell
1,890
-205
-10% -$70.6K 0.12% 62
2024
Q1
$804K Buy
2,095
+392
+23% +$150K 0.16% 58
2023
Q4
$590K Buy
1,703
+150
+10% +$52K 0.12% 60
2023
Q3
$469K Buy
1,553
+25
+2% +$7.56K 0.11% 61
2023
Q2
$475K Sell
1,528
-19
-1% -$5.9K 0.1% 63
2023
Q1
$457K Buy
1,547
+41
+3% +$12.1K 0.12% 60
2022
Q4
$476K Buy
+1,506
New +$476K 0.12% 54
2022
Q3
Sell
-1,732
Closed -$475K 120
2022
Q2
$475K Buy
1,732
+281
+19% +$77.1K 0.12% 58
2022
Q1
$434K Buy
1,451
+68
+5% +$20.3K 0.1% 58
2021
Q4
$574K Buy
1,383
+178
+15% +$73.9K 0.14% 44
2021
Q3
$395K Buy
1,205
+178
+17% +$58.3K 0.11% 53
2021
Q2
$327K Buy
1,027
+237
+30% +$75.5K 0.09% 60
2021
Q1
$241K Buy
790
+10
+1% +$3.05K 0.13% 44
2020
Q4
$207K Buy
+780
New +$207K 0.07% 60