Beese Fulmer Investment Management’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 | $11.7M | Buy |
31,921
+1,312
| +4% | +$481K | 0.87% | 40 |
|
|
2025
Q1 | $11.2M | Buy |
30,609
+244
| +0.8% | +$89.4K | 0.97% | 39 |
|
|
2024
Q4 | $11.8M | Sell |
30,365
-711
| -2% | -$277K | 1.01% | 34 |
|
|
2024
Q3 | $12.6M | Sell |
31,076
-343
| -1% | -$139K | 1.08% | 35 |
|
|
2024
Q2 | $10.8M | Sell |
31,419
-1,061
| -3% | -$365K | 0.98% | 42 |
|
|
2024
Q1 | $12.5M | Buy |
32,480
+566
| +2% | +$217K | 1.17% | 33 |
|
|
2023
Q4 | $11.1M | Buy |
31,914
+295
| +0.9% | +$102K | 1.15% | 33 |
|
|
2023
Q3 | $9.55M | Buy |
31,619
+2
| +0% | +$604 | 1.08% | 32 |
|
|
2023
Q2 | $9.82M | Sell |
31,617
-368
| -1% | -$114K | 1.06% | 36 |
|
|
2023
Q1 | $9.44M | Buy |
31,985
+521
| +2% | +$154K | 1.08% | 39 |
|
|
2022
Q4 | $9.94M | Buy |
31,464
+489
| +2% | +$154K | 1.2% | 30 |
|
|
2022
Q3 | $8.55M | Buy |
30,975
+969
| +3% | +$267K | 1.15% | 29 |
|
|
2022
Q2 | $8.23M | Sell |
30,006
-859
| -3% | -$236K | 1.05% | 33 |
|
|
2022
Q1 | $9.24M | Sell |
30,865
-124
| -0.4% | -$37.1K | 1% | 35 |
|
|
2021
Q4 | $12.9M | Buy |
30,989
+748
| +2% | +$310K | 1.34% | 23 |
|
|
2021
Q3 | $9.93M | Buy |
30,241
+773
| +3% | +$254K | 1.12% | 28 |
|
|
2021
Q2 | $9.4M | Buy |
29,468
+112
| +0.4% | +$35.7K | 1.06% | 32 |
|
|
2021
Q1 | $8.96M | Buy |
29,356
+1,614
| +6% | +$493K | 1.08% | 31 |
|
|
2020
Q4 | $7.37M | Buy |
27,742
+300
| +1% | +$79.7K | 0.94% | 38 |
|
|
2020
Q3 | $7.62M | Sell |
27,442
-823
| -3% | -$229K | 1.08% | 28 |
|
|
2020
Q2 | $7.08M | Sell |
28,265
-594
| -2% | -$149K | 1.04% | 29 |
|
|
2020
Q1 | $5.39M | Buy |
28,859
+1,284
| +5% | +$240K | 0.96% | 43 |
|
|
2019
Q4 | $6.02M | Buy |
27,575
+4,122
| +18% | +$900K | 0.84% | 48 |
|
|
2019
Q3 | $5.44M | Buy |
23,453
+5,603
| +31% | +$1.3M | 0.82% | 49 |
|
|
2019
Q2 | $3.71M | Buy |
17,850
+1,004
| +6% | +$209K | 0.7% | 56 |
|
|
2019
Q1 | $3.23M | Buy |
16,846
+160
| +1% | +$30.7K | 0.64% | 58 |
|
|
2018
Q4 | $2.87M | Buy |
16,686
+2,226
| +15% | +$382K | 0.64% | 56 |
|
|
2018
Q3 | $3M | Buy |
14,460
+3,133
| +28% | +$649K | 0.59% | 61 |
|
|
2018
Q2 | $2.21M | Buy |
11,327
+6,022
| +114% | +$1.17M | 0.46% | 68 |
|
|
2018
Q1 | $946K | Buy |
5,305
+1,772
| +50% | +$316K | 0.21% | 95 |
|
|
2017
Q4 | $670K | Sell |
3,533
-235
| -6% | -$44.6K | 0.14% | 104 |
|
|
2017
Q3 | $616K | Buy |
3,768
+33
| +0.9% | +$5.4K | 0.14% | 104 |
|
|
2017
Q2 | $573K | Hold |
3,735
| – | – | 0.14% | 106 |
|
|
2017
Q1 | $548K | Hold |
3,735
| – | – | 0.13% | 107 |
|
|
2016
Q4 | $501K | Sell |
3,735
-395
| -10% | -$53K | 0.13% | 107 |
|
|
2016
Q3 | $531K | Buy |
4,130
+454
| +12% | +$58.4K | 0.14% | 105 |
|
|
2016
Q2 | $469K | Buy |
3,676
+19
| +0.5% | +$2.42K | 0.13% | 103 |
|
|
2016
Q1 | $489K | Hold |
3,657
| – | – | 0.14% | 102 |
|
|
2015
Q4 | $484K | Hold |
3,657
| – | – | 0.15% | 101 |
|
|
2015
Q3 | $422K | Buy |
+3,657
| New | +$422K | 0.14% | 103 |
|
|
2015
Q2 | – | Sell |
-2,057
| Closed | -$234K | – | 147 |
|
|
2015
Q1 | $234K | Hold |
2,057
| – | – | 0.08% | 116 |
|
|
2014
Q4 | $216K | Buy |
+2,057
| New | +$216K | 0.07% | 141 |
|