BerganKDV Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.65M | Sell |
5,322
-328
| -6% | -$102K | 0.17% | 99 |
|
|
2023
Q1 | $1.67M | Buy |
5,650
+212
| +4% | +$62.6K | 0.17% | 101 |
|
|
2022
Q4 | $1.72M | Sell |
5,438
-47
| -0.9% | -$14.8K | 0.19% | 99 |
|
|
2022
Q3 | $1.51M | Sell |
5,485
-11
| -0.2% | -$3.03K | 0.18% | 101 |
|
|
2022
Q2 | $1.51M | Buy |
5,496
+125
| +2% | +$34.3K | 0.17% | 107 |
|
|
2022
Q1 | $1.61M | Sell |
5,371
-616
| -10% | -$184K | 0.17% | 106 |
|
|
2021
Q4 | $2.49M | Buy |
5,987
+812
| +16% | +$337K | 0.26% | 82 |
|
|
2021
Q3 | $1.7M | Buy |
5,175
+2,373
| +85% | +$779K | 0.19% | 96 |
|
|
2021
Q2 | $894K | Sell |
2,802
-4
| -0.1% | -$1.28K | 0.11% | 125 |
|
|
2021
Q1 | $857K | Sell |
2,806
-81
| -3% | -$24.7K | 0.11% | 123 |
|
|
2020
Q4 | $767K | Buy |
2,887
+17
| +0.6% | +$4.52K | 0.11% | 120 |
|
|
2020
Q3 | $797K | Sell |
2,870
-43
| -1% | -$11.9K | 0.13% | 113 |
|
|
2020
Q2 | $730K | Sell |
2,913
-169
| -5% | -$42.4K | 0.13% | 117 |
|
|
2020
Q1 | $575K | Sell |
3,082
-134
| -4% | -$25K | 0.12% | 123 |
|
|
2019
Q4 | $702K | Buy |
3,216
+291
| +10% | +$63.5K | 0.13% | 125 |
|
|
2019
Q3 | $679K | Sell |
2,925
-109
| -4% | -$25.3K | 0.13% | 109 |
|
|
2019
Q2 | $631K | Hold |
3,034
| – | – | 0.12% | 121 |
|
|
2019
Q1 | $582K | Hold |
3,034
| – | – | 0.12% | 123 |
|
|
2018
Q4 | $521K | Buy |
3,034
+143
| +5% | +$24.6K | 0.12% | 114 |
|
|
2018
Q3 | $599K | Sell |
2,891
-5
| -0.2% | -$1.04K | 0.13% | 116 |
|
|
2018
Q2 | $565K | Sell |
2,896
-15
| -0.5% | -$2.93K | 0.13% | 117 |
|
|
2018
Q1 | $519K | Sell |
2,911
-202
| -6% | -$36K | 0.14% | 119 |
|
|
2017
Q4 | $590K | Sell |
3,113
-173
| -5% | -$32.8K | 0.14% | 117 |
|
|
2017
Q3 | $537K | Buy |
3,286
+260
| +9% | +$42.5K | 0.13% | 118 |
|
|
2017
Q2 | $464K | Hold |
3,026
| – | – | 0.13% | 119 |
|
|
2017
Q1 | $444K | Sell |
3,026
-27
| -0.9% | -$3.96K | 0.13% | 124 |
|
|
2016
Q4 | $409K | Buy |
3,053
+21
| +0.7% | +$2.81K | 0.14% | 124 |
|
|
2016
Q3 | $390K | Buy |
3,032
+23
| +0.8% | +$2.96K | 0.13% | 122 |
|
|
2016
Q2 | $384K | Buy |
3,009
+200
| +7% | +$25.5K | 0.16% | 113 |
|
|
2016
Q1 | $375K | Buy |
+2,809
| New | +$375K | 0.23% | 108 |
|