Bartlett & Co 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 | $13.1M | Buy |
35,621
+169
| +0.5% | +$62K | 0.18% | 89 |
|
|
2025
Q1 | $13M | Sell |
35,452
-1,227
| -3% | -$450K | 0.19% | 88 |
|
|
2024
Q4 | $14.3M | Sell |
36,679
-210
| -0.6% | -$81.7K | 0.21% | 84 |
|
|
2024
Q3 | $14.9M | Sell |
36,889
-929
| -2% | -$376K | 0.21% | 83 |
|
|
2024
Q2 | $13M | Buy |
37,818
+1,263
| +3% | +$435K | 0.2% | 86 |
|
|
2024
Q1 | $14M | Buy |
36,555
+176
| +0.5% | +$67.5K | 0.22% | 85 |
|
|
2023
Q4 | $12.6M | Buy |
36,379
+845
| +2% | +$294K | 0.21% | 85 |
|
|
2023
Q3 | $10.7M | Sell |
35,534
-12
| -0% | -$3.63K | 0.19% | 90 |
|
|
2023
Q2 | $11M | Buy |
35,546
+7,546
| +27% | +$2.34M | 0.19% | 92 |
|
|
2023
Q1 | $8.26M | Sell |
28,000
-965
| -3% | -$285K | 0.16% | 100 |
|
|
2022
Q4 | $9.15M | Sell |
28,965
-28
| -0.1% | -$8.84K | 0.18% | 98 |
|
|
2022
Q3 | $8M | Sell |
28,993
-200
| -0.7% | -$55.2K | 0.17% | 103 |
|
|
2022
Q2 | $8.01M | Buy |
29,193
+26
| +0.1% | +$7.13K | 0.16% | 105 |
|
|
2022
Q1 | $8.73M | Sell |
29,167
-962
| -3% | -$288K | 0.15% | 106 |
|
|
2021
Q4 | $12.5M | Buy |
30,129
+79
| +0.3% | +$32.8K | 0.21% | 91 |
|
|
2021
Q3 | $9.86M | Buy |
30,050
+413
| +1% | +$136K | 0.19% | 94 |
|
|
2021
Q2 | $9.45M | Sell |
29,637
-107
| -0.4% | -$34.1K | 0.18% | 98 |
|
|
2021
Q1 | $9.08M | Sell |
29,744
-910
| -3% | -$278K | 0.18% | 98 |
|
|
2020
Q4 | $8.14M | Sell |
30,654
-619
| -2% | -$164K | 0.17% | 102 |
|
|
2020
Q3 | $8.68M | Buy |
31,273
+104
| +0.3% | +$28.9K | 0.2% | 92 |
|
|
2020
Q2 | $7.81M | Buy |
31,169
+413
| +1% | +$103K | 0.2% | 97 |
|
|
2020
Q1 | $5.74M | Sell |
30,756
-377
| -1% | -$70.4K | 0.17% | 107 |
|
|
2019
Q4 | $6.8M | Sell |
31,133
-97
| -0.3% | -$21.2K | 0.17% | 109 |
|
|
2019
Q3 | $7.25M | Buy |
31,230
+8,964
| +40% | +$2.08M | 0.19% | 106 |
|
|
2019
Q2 | $4.63M | Sell |
22,266
-241
| -1% | -$50.1K | 0.17% | 91 |
|
|
2019
Q1 | $4.32M | Hold |
22,507
| – | – | 0.17% | 94 |
|
|
2018
Q4 | $3.87M | Sell |
22,507
-261
| -1% | -$44.8K | 0.16% | 95 |
|
|
2018
Q3 | $4.72M | Buy |
22,768
+436
| +2% | +$90.3K | 0.18% | 91 |
|
|
2018
Q2 | $4.36M | Buy |
22,332
+579
| +3% | +$113K | 0.18% | 89 |
|
|
2018
Q1 | $3.88M | Buy |
+21,753
| New | +$3.88M | 0.16% | 87 |
|