Bernardo Wealth Planning’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $262K | Sell |
796
-7
| -0.9% | -$2.55K | 0.05% | 104 |
|
|
2025
Q4 | $276K | Sell |
803
-11
| -1% | -$4.03K | 0.05% | 106 |
|
|
2025
Q3 | $330K | Buy |
814
+7
| +0.9% | +$2.75K | 0.06% | 95 |
|
|
2025
Q2 | $296K | Buy |
807
+37
| +5% | +$13.4K | 0.06% | 96 |
|
|
2025
Q1 | $282K | Buy |
770
+55
| +8% | +$21.4K | 0.07% | 95 |
|
|
2024
Q4 | $279K | Buy |
715
+158
| +28% | +$64.5K | 0.07% | 92 |
|
|
2024
Q3 | $231K | Buy |
+557
| New | +$203K | 0.06% | 103 |
|
|
2024
Q2 | – | Sell |
-541
| Closed | -$208K | – | 108 |
|
|
2024
Q1 | $208K | Buy |
+541
| New | +$198K | 0.06% | 101 |
|
|
2023
Q4 | – | Sell |
-699
| Closed | -$211K | – | 91 |
|
|
2023
Q3 | $211K | Hold |
699
| – | – | 0.08% | 78 |
|
|
2023
Q2 | $217K | Sell |
699
-18
| -3% | -$5.32K | 0.09% | 81 |
|
|
2023
Q1 | $212K | Buy |
717
+11
| +2% | +$3.37K | 0.09% | 84 |
|
|
2022
Q4 | $223K | Buy |
+706
| New | +$215K | 0.1% | 81 |
|
|
2022
Q2 | – | Sell |
-706
| Closed | -$211K | – | 88 |
|
|
2022
Q1 | $211K | Buy |
706
+34
| +5% | +$11.8K | 0.1% | 80 |
|
|
2021
Q4 | $279K | Buy |
+672
| New | +$256K | 0.14% | 66 |
|
|
2021
Q1 | – | Sell |
-4,467
| Closed | -$1.19M | – | 103 |
|
|
2020
Q4 | $1.19M | Buy |
4,467
+98
| +2% | +$26.9K | 0.46% | 39 |
|
|
2020
Q3 | $1.21M | Buy |
4,369
+222
| +5% | +$60.1K | 0.55% | 34 |
|
|
2020
Q2 | $1.04M | Buy |
4,147
+16
| +0.4% | +$3.66K | 0.56% | 38 |
|
|
2020
Q1 | $771K | Sell |
4,131
-48
| -1% | -$10.5K | 0.54% | 48 |
|
|
2019
Q4 | $912K | Hold |
4,179
| – | – | 0.55% | 41 |
|
|
2019
Q3 | $969K | Sell |
4,179
-44
| -1% | -$9.62K | 0.7% | 37 |
|
|
2019
Q2 | $878K | Sell |
4,223
-24
| -0.6% | -$4.79K | 0.69% | 36 |
|
|
2019
Q1 | $815K | Sell |
4,247
-50
| -1% | -$9.17K | 0.65% | 38 |
|
|
2018
Q4 | $738K | Buy |
+4,297
| New | +$771K | 0.65% | 39 |
|
Other funds holding HD
VCM
VPM
