BFWA
Benchmark Financial Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
1,626
-304
| -16% | -$111K | 0.2% | 57 |
|
|
2025
Q1 | $707K | Sell |
1,930
-44
| -2% | -$16.1K | 0.27% | 50 |
|
|
2024
Q4 | $768K | Sell |
1,974
-55
| -3% | -$21.4K | 0.25% | 48 |
|
|
2024
Q3 | $822K | Buy |
2,029
+82
| +4% | +$33.2K | 0.27% | 40 |
|
|
2024
Q2 | $670K | Sell |
1,947
-160
| -8% | -$55.1K | 0.25% | 44 |
|
|
2024
Q1 | $808K | Sell |
2,107
-40
| -2% | -$15.3K | 0.31% | 36 |
|
|
2023
Q4 | $744K | Sell |
2,147
-111
| -5% | -$38.5K | 0.32% | 35 |
|
|
2023
Q3 | $682K | Buy |
2,258
+13
| +0.6% | +$3.93K | 0.32% | 34 |
|
|
2023
Q2 | $697K | Sell |
2,245
-61
| -3% | -$18.9K | 0.32% | 32 |
|
|
2023
Q1 | $680K | Sell |
2,306
-111
| -5% | -$32.8K | 0.35% | 29 |
|
|
2022
Q4 | $763K | Sell |
2,417
-42
| -2% | -$13.3K | 0.42% | 28 |
|
|
2022
Q3 | $679K | Buy |
2,459
+31
| +1% | +$8.56K | 0.4% | 31 |
|
|
2022
Q2 | $666K | Sell |
2,428
-122
| -5% | -$33.5K | 0.34% | 31 |
|
|
2022
Q1 | $763K | Buy |
2,550
+173
| +7% | +$51.8K | 0.32% | 30 |
|
|
2021
Q4 | $986K | Buy |
2,377
+341
| +17% | +$141K | 0.41% | 30 |
|
|
2021
Q3 | $668K | Sell |
2,036
-120
| -6% | -$39.4K | 0.32% | 32 |
|
|
2021
Q2 | $688K | Buy |
2,156
+228
| +12% | +$72.8K | 0.33% | 34 |
|
|
2021
Q1 | $589K | Sell |
1,928
-271
| -12% | -$82.8K | 0.32% | 33 |
|
|
2020
Q4 | $584K | Buy |
2,199
+94
| +4% | +$25K | 0.32% | 32 |
|
|
2020
Q3 | $585K | Sell |
2,105
-191
| -8% | -$53.1K | 0.38% | 33 |
|
|
2020
Q2 | $575K | Buy |
+2,296
| New | +$575K | 0.42% | 31 |
|
|
2020
Q1 | – | Sell |
-976
| Closed | -$213K | – | 39 |
|
|
2019
Q4 | $213K | Buy |
976
+2
| +0.2% | +$436 | 0.18% | 33 |
|
|
2019
Q3 | $226K | Sell |
974
-337
| -26% | -$78.2K | 0.22% | 32 |
|
|
2019
Q2 | $273K | Buy |
1,311
+82
| +7% | +$17.1K | 0.27% | 30 |
|
|
2019
Q1 | $236K | Buy |
+1,229
| New | +$236K | 0.25% | 28 |
|