Beacon Financial Advisory’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 | $689K | Buy |
1,880
+236
| +14% | +$86.5K | 0.18% | 152 |
|
|
2025
Q1 | $603K | Buy |
1,644
+30
| +2% | +$11K | 0.18% | 144 |
|
|
2024
Q4 | $628K | Buy |
1,614
+3
| +0.2% | +$1.17K | 0.2% | 138 |
|
|
2024
Q3 | $653K | Buy |
1,611
+64
| +4% | +$25.9K | 0.22% | 127 |
|
|
2024
Q2 | $532K | Buy |
1,547
+386
| +33% | +$133K | 0.2% | 139 |
|
|
2024
Q1 | $446K | Buy |
1,161
+45
| +4% | +$17.3K | 0.22% | 131 |
|
|
2023
Q4 | $387K | Sell |
1,116
-17
| -2% | -$5.89K | 0.19% | 150 |
|
|
2023
Q3 | $342K | Buy |
1,133
+32
| +3% | +$9.67K | 0.19% | 151 |
|
|
2023
Q2 | $342K | Sell |
1,101
-21
| -2% | -$6.52K | 0.2% | 151 |
|
|
2023
Q1 | $331K | Buy |
1,122
+9
| +0.8% | +$2.66K | 0.21% | 139 |
|
|
2022
Q4 | $351K | Sell |
1,113
-18
| -2% | -$5.68K | 0.25% | 124 |
|
|
2022
Q3 | $312K | Sell |
1,131
-1,083
| -49% | -$299K | 0.22% | 140 |
|
|
2022
Q2 | $607K | Buy |
2,214
+135
| +6% | +$37K | 0.35% | 97 |
|
|
2022
Q1 | $622K | Sell |
2,079
-20
| -1% | -$5.98K | 0.3% | 103 |
|
|
2021
Q4 | $871K | Buy |
2,099
+166
| +9% | +$68.9K | 0.4% | 80 |
|
|
2021
Q3 | $635K | Buy |
1,933
+50
| +3% | +$16.4K | 0.33% | 97 |
|
|
2021
Q2 | $600K | Buy |
1,883
+14
| +0.7% | +$4.46K | 0.32% | 102 |
|
|
2021
Q1 | $571K | Buy |
1,869
+226
| +14% | +$69K | 0.33% | 102 |
|
|
2020
Q4 | $436K | Buy |
1,643
+417
| +34% | +$111K | 0.28% | 111 |
|
|
2020
Q3 | $340K | Sell |
1,226
-40
| -3% | -$11.1K | 0.3% | 117 |
|
|
2020
Q2 | $317K | Hold |
1,266
| – | – | 0.34% | 100 |
|
|
2020
Q1 | $236K | Sell |
1,266
-365
| -22% | -$68K | 0.3% | 109 |
|
|
2019
Q4 | $356K | Buy |
+1,631
| New | +$356K | 0.3% | 95 |
|