Beam Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,237
| Closed | -$474K | – | 117 |
|
|
2024
Q1 | $474K | Buy |
1,237
+106
| +9% | +$40.7K | 0.29% | 60 |
|
|
2023
Q4 | $392K | Buy |
1,131
+23
| +2% | +$7.97K | 0.25% | 62 |
|
|
2023
Q3 | $335K | Buy |
1,108
+33
| +3% | +$9.97K | 0.24% | 72 |
|
|
2023
Q2 | $334K | Buy |
1,075
+267
| +33% | +$82.9K | 0.23% | 72 |
|
|
2023
Q1 | $239K | Sell |
808
-71
| -8% | -$21K | 0.24% | 86 |
|
|
2022
Q4 | $278K | Buy |
879
+16
| +2% | +$5.05K | 0.29% | 75 |
|
|
2022
Q3 | $238K | Buy |
863
+127
| +17% | +$35K | 0.27% | 85 |
|
|
2022
Q2 | $202K | Buy |
736
+29
| +4% | +$7.96K | 0.22% | 101 |
|
|
2022
Q1 | $212K | Buy |
707
+33
| +5% | +$9.9K | 0.24% | 84 |
|
|
2021
Q4 | $280K | Sell |
674
-457
| -40% | -$190K | 0.32% | 73 |
|
|
2021
Q3 | $371K | Buy |
1,131
+85
| +8% | +$27.9K | 0.32% | 90 |
|
|
2021
Q2 | $333K | Buy |
1,046
+57
| +6% | +$18.1K | 0.29% | 94 |
|
|
2021
Q1 | $302K | Buy |
989
+33
| +3% | +$10.1K | 0.27% | 93 |
|
|
2020
Q4 | $254K | Sell |
956
-970
| -50% | -$258K | 0.24% | 101 |
|
|
2020
Q3 | $535K | Buy |
1,926
+59
| +3% | +$16.4K | 0.5% | 62 |
|
|
2020
Q2 | $466K | Buy |
1,867
+176
| +10% | +$43.9K | 0.47% | 64 |
|
|
2020
Q1 | $316K | Sell |
1,691
-258
| -13% | -$48.2K | 0.31% | 102 |
|
|
2019
Q4 | $426K | Buy |
+1,949
| New | +$426K | 0.4% | 83 |
|