BIAS
Beacon Investment Advisory Services’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Sell |
81,015
-3,378
| -4% | -$1.24M | 1.31% | 23 |
|
|
2025
Q1 | $30.9M | Buy |
84,393
+4,837
| +6% | +$1.77M | 1.45% | 21 |
|
|
2024
Q4 | $30.9M | Buy |
79,556
+1,136
| +1% | +$442K | 1.34% | 23 |
|
|
2024
Q3 | $31.8M | Sell |
78,420
-688
| -0.9% | -$279K | 1.32% | 26 |
|
|
2024
Q2 | $27.2M | Sell |
79,108
-18,017
| -19% | -$6.2M | 1.17% | 29 |
|
|
2024
Q1 | $37.3M | Sell |
97,125
-1,334
| -1% | -$512K | 1.61% | 17 |
|
|
2023
Q4 | $34.1M | Buy |
98,459
+14
| +0% | +$4.85K | 1.55% | 19 |
|
|
2023
Q3 | $29.7M | Buy |
98,445
+1,262
| +1% | +$381K | 1.46% | 19 |
|
|
2023
Q2 | $30.2M | Sell |
97,183
-1,875
| -2% | -$582K | 1.39% | 19 |
|
|
2023
Q1 | $29.2M | Sell |
99,058
-2,092
| -2% | -$617K | 1.42% | 19 |
|
|
2022
Q4 | $31.9M | Buy |
101,150
+593
| +0.6% | +$187K | 1.64% | 16 |
|
|
2022
Q3 | $27.7M | Sell |
100,557
-868
| -0.9% | -$240K | 1.53% | 19 |
|
|
2022
Q2 | $27.8M | Buy |
101,425
+759
| +0.8% | +$208K | 1.45% | 18 |
|
|
2022
Q1 | $30.1M | Buy |
100,666
+1,019
| +1% | +$305K | 1.29% | 21 |
|
|
2021
Q4 | $41.4M | Sell |
99,647
-858
| -0.9% | -$356K | 1.61% | 16 |
|
|
2021
Q3 | $33M | Buy |
100,505
+999
| +1% | +$328K | 1.37% | 19 |
|
|
2021
Q2 | $31.7M | Sell |
99,506
-819
| -0.8% | -$261K | 1.28% | 21 |
|
|
2021
Q1 | $30.6M | Sell |
100,325
-2,084
| -2% | -$636K | 1.34% | 20 |
|
|
2020
Q4 | $27.2M | Buy |
102,409
+933
| +0.9% | +$248K | 1.26% | 23 |
|
|
2020
Q3 | $28.2M | Sell |
101,476
-1,178
| -1% | -$327K | 1.46% | 19 |
|
|
2020
Q2 | $25.7M | Sell |
102,654
-596
| -0.6% | -$149K | 1.46% | 19 |
|
|
2020
Q1 | $19.3M | Sell |
103,250
-133
| -0.1% | -$24.8K | 1.36% | 21 |
|
|
2019
Q4 | $22.6M | Buy |
103,383
+14,510
| +16% | +$3.17M | 1.2% | 27 |
|
|
2019
Q3 | $20.6M | Buy |
88,873
+2,607
| +3% | +$605K | 2.06% | 10 |
|
|
2019
Q2 | $17.9M | Sell |
86,266
-239
| -0.3% | -$49.7K | 1.9% | 10 |
|
|
2019
Q1 | $16.6M | Buy |
86,505
+2,440
| +3% | +$468K | 1.76% | 11 |
|
|
2018
Q4 | $14.4M | Sell |
84,065
-177
| -0.2% | -$30.4K | 1.6% | 12 |
|
|
2018
Q3 | $17.5M | Sell |
84,242
-1,256
| -1% | -$260K | 1.7% | 10 |
|
|
2018
Q2 | $16.7M | Buy |
85,498
+3,694
| +5% | +$721K | 1.69% | 11 |
|
|
2018
Q1 | $14.6M | Sell |
81,804
-397
| -0.5% | -$70.8K | 1.5% | 13 |
|
|
2017
Q4 | $15.6M | Sell |
82,201
-6,926
| -8% | -$1.31M | 1.65% | 11 |
|
|
2017
Q3 | $14.6M | Buy |
89,127
+86,042
| +2,789% | +$14.1M | 1.25% | 12 |
|
|
2017
Q2 | $473K | Buy |
3,085
+1,703
| +123% | +$261K | 0.08% | 44 |
|
|
2017
Q1 | $203K | Buy |
+1,382
| New | +$203K | 0.04% | 82 |
|