BFA
Beaumont Financial Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
10,979
-305
| -3% | -$112K | 0.29% | 59 |
|
|
2025
Q1 | $4.14M | Sell |
11,284
-228
| -2% | -$83.6K | 0.32% | 61 |
|
|
2024
Q4 | $4.48M | Buy |
11,512
+182
| +2% | +$70.8K | 0.34% | 58 |
|
|
2024
Q3 | $4.59M | Sell |
11,330
-105
| -0.9% | -$42.5K | 0.36% | 55 |
|
|
2024
Q2 | $3.94M | Sell |
11,435
-137
| -1% | -$47.2K | 0.31% | 59 |
|
|
2024
Q1 | $4.44M | Buy |
11,572
+205
| +2% | +$78.6K | 0.37% | 51 |
|
|
2023
Q4 | $3.94M | Buy |
11,367
+62
| +0.5% | +$21.5K | 0.36% | 53 |
|
|
2023
Q3 | $3.42M | Buy |
11,305
+236
| +2% | +$71.3K | 0.34% | 52 |
|
|
2023
Q2 | $3.44M | Buy |
11,069
+13
| +0.1% | +$4.04K | 0.32% | 56 |
|
|
2023
Q1 | $3.26M | Sell |
11,056
-44
| -0.4% | -$13K | 0.33% | 45 |
|
|
2022
Q4 | $3.51M | Sell |
11,100
-393
| -3% | -$124K | 0.35% | 42 |
|
|
2022
Q3 | $3.17M | Buy |
11,493
+355
| +3% | +$97.9K | 0.3% | 49 |
|
|
2022
Q2 | $3.06M | Sell |
11,138
-76
| -0.7% | -$20.8K | 0.27% | 57 |
|
|
2022
Q1 | $3.36M | Buy |
11,214
+3,272
| +41% | +$979K | 0.26% | 74 |
|
|
2021
Q4 | $3.3M | Sell |
7,942
-223
| -3% | -$92.5K | 0.24% | 68 |
|
|
2021
Q3 | $2.68M | Sell |
8,165
-46
| -0.6% | -$15.1K | 0.21% | 79 |
|
|
2021
Q2 | $2.62M | Buy |
8,211
+388
| +5% | +$124K | 0.2% | 80 |
|
|
2021
Q1 | $2.39M | Buy |
7,823
+439
| +6% | +$134K | 0.2% | 85 |
|
|
2020
Q4 | $1.96M | Sell |
7,384
-57
| -0.8% | -$15.1K | 0.17% | 94 |
|
|
2020
Q3 | $2.07M | Buy |
7,441
+85
| +1% | +$23.6K | 0.2% | 91 |
|
|
2020
Q2 | $1.84M | Sell |
7,356
-599
| -8% | -$150K | 0.19% | 91 |
|
|
2020
Q1 | $1.49M | Sell |
7,955
-166
| -2% | -$31K | 0.19% | 87 |
|
|
2019
Q4 | $1.77M | Sell |
8,121
-493
| -6% | -$108K | 0.17% | 99 |
|
|
2019
Q3 | $2M | Buy |
8,614
+615
| +8% | +$143K | 0.2% | 92 |
|
|
2019
Q2 | $1.66M | Buy |
7,999
+742
| +10% | +$154K | 0.17% | 92 |
|
|
2019
Q1 | $1.39M | Sell |
7,257
-1,785
| -20% | -$343K | 0.15% | 95 |
|
|
2018
Q4 | $1.55M | Buy |
9,042
+5
| +0.1% | +$859 | 0.25% | 64 |
|
|
2018
Q3 | $1.87M | Buy |
9,037
+2,025
| +29% | +$419K | 0.19% | 77 |
|
|
2018
Q2 | $1.37M | Buy |
7,012
+768
| +12% | +$150K | 0.14% | 82 |
|
|
2018
Q1 | $1.11M | Buy |
6,244
+1,527
| +32% | +$272K | 0.12% | 94 |
|
|
2017
Q4 | $894K | Buy |
4,717
+25
| +0.5% | +$4.74K | 0.1% | 100 |
|
|
2017
Q3 | $767K | Buy |
4,692
+323
| +7% | +$52.8K | 0.1% | 96 |
|
|
2017
Q2 | $670K | Buy |
4,369
+2,680
| +159% | +$411K | 0.09% | 106 |
|
|
2017
Q1 | $248K | Buy |
1,689
+46
| +3% | +$6.75K | 0.03% | 161 |
|
|
2016
Q4 | $220K | Sell |
1,643
-3
| -0.2% | -$402 | 0.03% | 145 |
|
|
2016
Q3 | $212K | Buy |
+1,646
| New | +$212K | 0.03% | 136 |
|
|
2016
Q1 | – | Sell |
-1,665
| Closed | -$220K | – | 140 |
|
|
2015
Q4 | $220K | Buy |
+1,665
| New | +$220K | 0.04% | 114 |
|