Berry Wealth Group’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 | $4.53M | Buy |
12,344
+298
| +2% | +$109K | 3.17% | 9 |
|
2025
Q1 | $4.41M | Buy |
12,046
+21
| +0.2% | +$7.7K | 3.45% | 8 |
|
2024
Q4 | $4.68M | Sell |
12,025
-82
| -0.7% | -$31.9K | 3.37% | 8 |
|
2024
Q3 | $4.91M | Sell |
12,107
-61
| -0.5% | -$24.7K | 3.52% | 8 |
|
2024
Q2 | $4.19M | Buy |
12,168
+294
| +2% | +$101K | 3.35% | 10 |
|
2024
Q1 | $4.55M | Sell |
11,874
-328
| -3% | -$126K | 3.78% | 10 |
|
2023
Q4 | $4.23M | Buy |
+12,202
| New | +$4.23M | 3.89% | 10 |
|