BBWA
Bell & Brown Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
9,611
+82
| +0.9% | +$30.1K | 1.26% | 32 |
|
|
2025
Q1 | $3.49M | Buy |
9,529
+236
| +3% | +$86.5K | 1.36% | 31 |
|
|
2024
Q4 | $3.62M | Buy |
9,293
+75
| +0.8% | +$29.2K | 1.35% | 28 |
|
|
2024
Q3 | $3.74M | Buy |
9,218
+160
| +2% | +$64.8K | 1.46% | 28 |
|
|
2024
Q2 | $3.12M | Buy |
9,058
+694
| +8% | +$239K | 1.19% | 27 |
|
|
2024
Q1 | $3.21M | Sell |
8,364
-73
| -0.9% | -$28K | 1.37% | 27 |
|
|
2023
Q4 | $2.92M | Buy |
+8,437
| New | +$2.92M | 1.36% | 28 |
|
|
2023
Q2 | $2.57M | Buy |
8,268
+101
| +1% | +$31.4K | 1.29% | 35 |
|
|
2023
Q1 | $2.41M | Buy |
8,167
+269
| +3% | +$79.4K | 1.28% | 36 |
|
|
2022
Q4 | $2.49M | Buy |
7,898
+74
| +0.9% | +$23.4K | 1.37% | 32 |
|
|
2022
Q3 | $2.16M | Buy |
7,824
+253
| +3% | +$69.8K | 1.33% | 32 |
|
|
2022
Q2 | $2.08M | Buy |
7,571
+363
| +5% | +$99.5K | 1.11% | 40 |
|
|
2022
Q1 | $2.16M | Buy |
7,208
+143
| +2% | +$42.8K | 0.98% | 44 |
|
|
2021
Q4 | $2.59M | Buy |
7,065
+1,351
| +24% | +$494K | 1.25% | 33 |
|
|
2021
Q3 | $1.88M | Buy |
+5,714
| New | +$1.88M | 1.01% | 40 |
|
|
2020
Q3 | $1.61M | Buy |
5,677
+102
| +2% | +$29K | 1.17% | 33 |
|
|
2020
Q2 | $1.49M | Sell |
5,575
-113
| -2% | -$30.2K | 1.16% | 33 |
|
|
2020
Q1 | $1.34M | Buy |
5,688
+323
| +6% | +$76K | 1.24% | 33 |
|
|
2019
Q4 | $1.2M | Sell |
5,365
-45
| -0.8% | -$10.1K | 0.9% | 45 |
|
|
2019
Q3 | $1.25M | Sell |
5,410
-235
| -4% | -$54.3K | 1.03% | 41 |
|
|
2019
Q2 | $1.17M | Buy |
5,645
+71
| +1% | +$14.8K | 1.03% | 42 |
|
|
2019
Q1 | $1.07M | Buy |
5,574
+316
| +6% | +$60.7K | 0.98% | 44 |
|
|
2018
Q4 | $903K | Buy |
5,258
+3,697
| +237% | +$635K | 0.97% | 43 |
|
|
2018
Q3 | $275K | Buy |
1,561
+90
| +6% | +$15.9K | 0.26% | 77 |
|
|
2018
Q2 | $287K | Sell |
1,471
-50
| -3% | -$9.76K | 0.28% | 74 |
|
|
2018
Q1 | $278K | Buy |
1,521
+150
| +11% | +$27.4K | 0.29% | 77 |
|
|
2017
Q4 | $260K | Buy |
+1,371
| New | +$260K | 0.27% | 74 |
|