BWM
BCS Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
2,372
+753
| +47% | +$276K | 0.19% | 107 |
|
|
2025
Q1 | $593K | Sell |
1,619
-364
| -18% | -$133K | 0.15% | 129 |
|
|
2024
Q4 | $771K | Buy |
+1,983
| New | +$771K | 0.19% | 104 |
|
|
2024
Q2 | – | Sell |
-1,711
| Closed | -$656K | – | 177 |
|
|
2024
Q1 | $656K | Buy |
1,711
+2
| +0.1% | +$767 | 0.21% | 105 |
|
|
2023
Q4 | $592K | Hold |
1,709
| – | – | 0.22% | 104 |
|
|
2023
Q3 | $516K | Buy |
+1,709
| New | +$516K | 0.21% | 105 |
|
|
2023
Q1 | – | Sell |
-1,477
| Closed | -$467K | – | 176 |
|
|
2022
Q4 | $467K | Hold |
1,477
| – | – | 0.2% | 114 |
|
|
2022
Q3 | $408K | Sell |
1,477
-370
| -20% | -$102K | 0.19% | 113 |
|
|
2022
Q2 | $507K | Buy |
1,847
+801
| +77% | +$220K | 0.23% | 95 |
|
|
2022
Q1 | $313K | Sell |
1,046
-763
| -42% | -$228K | 0.13% | 144 |
|
|
2021
Q4 | $751K | Buy |
1,809
+967
| +115% | +$401K | 0.27% | 82 |
|
|
2021
Q3 | $276K | Sell |
842
-38
| -4% | -$12.5K | 0.12% | 146 |
|
|
2021
Q2 | $281K | Buy |
880
+135
| +18% | +$43.1K | 0.15% | 127 |
|
|
2021
Q1 | $227K | Buy |
+745
| New | +$227K | 0.11% | 142 |
|