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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Buy |
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|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $771K | Sell |
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|
2019
Q4 | $912K | Hold |
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|
2019
Q3 | $969K | Sell |
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|
2019
Q2 | $878K | Sell |
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|
2019
Q1 | $815K | Sell |
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|
2018
Q4 | $738K | Buy |
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