BWG
Beta Wealth Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
5,758
-398
| -6% | -$146K | 0.77% | 37 |
|
|
2025
Q1 | $2.26M | Sell |
6,156
-3,112
| -34% | -$1.14M | 0.81% | 32 |
|
|
2024
Q4 | $3.6M | Buy |
9,268
+2,269
| +32% | +$883K | 1.59% | 21 |
|
|
2024
Q3 | $2.84M | Sell |
6,999
-307
| -4% | -$124K | 1.28% | 26 |
|
|
2024
Q2 | $2.51M | Buy |
7,306
+518
| +8% | +$178K | 1.19% | 30 |
|
|
2024
Q1 | $2.6M | Sell |
6,788
-1,418
| -17% | -$544K | 1.27% | 27 |
|
|
2023
Q4 | $2.84M | Sell |
8,206
-1,959
| -19% | -$679K | 1.49% | 22 |
|
|
2023
Q3 | $3.07M | Sell |
10,165
-672
| -6% | -$203K | 1.82% | 17 |
|
|
2023
Q2 | $3.37M | Buy |
10,837
+161
| +2% | +$50K | 1.95% | 17 |
|
|
2023
Q1 | $3.15M | Sell |
10,676
-157
| -1% | -$46.3K | 1.8% | 19 |
|
|
2022
Q4 | $3.42M | Buy |
10,833
+414
| +4% | +$131K | 2.3% | 16 |
|
|
2022
Q3 | $2.88M | Buy |
10,419
+114
| +1% | +$31.5K | 2.07% | 18 |
|
|
2022
Q2 | $2.83M | Buy |
10,305
+416
| +4% | +$114K | 1.89% | 21 |
|
|
2022
Q1 | $2.96M | Sell |
9,889
-1,095
| -10% | -$328K | 1.98% | 19 |
|
|
2021
Q4 | $3.6M | Hold |
10,984
| – | – | 2.6% | 15 |
|
|
2021
Q3 | $3.6M | Buy |
10,984
+86
| +0.8% | +$28.2K | 2.6% | 15 |
|
|
2021
Q2 | $3.47M | Buy |
10,898
+167
| +2% | +$53.2K | 2.42% | 15 |
|
|
2021
Q1 | $3.27M | Sell |
10,731
-7,235
| -40% | -$2.21M | 2.38% | 15 |
|
|
2020
Q4 | $4.77M | Buy |
+17,966
| New | +$4.77M | 4.1% | 10 |
|