Bernard 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
2025
Q2
$1.51M Sell
4,119
-788
-16% -$289K 0.7% 25
2025
Q1
$1.8M Buy
4,907
+12
+0.2% +$4.4K 0.88% 24
2024
Q4
$1.9M Buy
+4,895
New +$1.9M 0.9% 24